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NTernowetsky
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Quotes - How do I remove the Term values from the line items

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My deals typically have multiple year terms and we use the Edit Global Terms to calculate the total contract value, but the line items on the quote show the term under the line item price (see image below). This is not necessarily a problem for line items that are recurring, but for the line items that are one-time purchase, seeing the number is confusing. How do I get rid if the for 2 months from under the price, while still keeping the global terms for the total contract value?

NTernowetsky_0-1739392963140.png

 

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RSchweighart
Solución
Colaborador líder | Partner nivel Gold
Colaborador líder | Partner nivel Gold

Quotes - How do I remove the Term values from the line items

resolver

Hi @NTernowetsky,

 

You can edit the term for the line item when creating the quote as demonstrated in the GIF below:

GIF Recording 2025-02-18 at 1.56.00 PM.gif

All the Best,

Ryan Schweighart

Whole Hart Impact, LLC

whimpact.co

I help businesses use HubSpot and Zapier. 

 

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4 Respuestas 4
RSchweighart
Solución
Colaborador líder | Partner nivel Gold
Colaborador líder | Partner nivel Gold

Quotes - How do I remove the Term values from the line items

resolver

Hi @NTernowetsky,

 

You can edit the term for the line item when creating the quote as demonstrated in the GIF below:

GIF Recording 2025-02-18 at 1.56.00 PM.gif

All the Best,

Ryan Schweighart

Whole Hart Impact, LLC

whimpact.co

I help businesses use HubSpot and Zapier. 

 

DianaGomez
Administrador de la comunidad
Administrador de la comunidad

Quotes - How do I remove the Term values from the line items

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Hi @NTernowetsky,

 

Thanks for the details and the screenshot.

 

Let’s invite some of our experts to join this conversation to see if they have any insights for you.

 

Hi @Gilempert, @Lucila-Andimol, @JuanGomez0818, @LautaroDelPlato  - Could you share any advice for @NTernowetsky?

 

Thanks 🙂

 

Best,

Diana


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NTernowetsky
Miembro

Quotes - How do I remove the Term values from the line items

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@DianaGomez Just bumping this up as I have not heard back yet from anyone.

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DianaGomez
Administrador de la comunidad
Administrador de la comunidad

Quotes - How do I remove the Term values from the line items

resolver

Hi @NTernowetsky

 

Thanks for letting me know 🙂

Let’s invite additional experts to the conversation who may be able to assist you further with this matter.

 

Hi @james-portant, @danmoyle, @HubSpot_Corey, @JWingate2 -  I hope you're doing well! 🙂  Could you please assist @NTernowetsky  by letting them know if it's possible to remove the Term values from the line items, and if so, how to do it?

 

Thank you in advance!

Diana


HubSpot’s AI-powered customer agent resolves up to 50% of customer queries instantly, with some customers reaching up to 90% resolution rates.
Learn More.


¿Sabías que la Comunidad está disponible en Español?
¡Participa hoy en conversaciones en el idioma de tu preferencia,cambiando el idioma en tus configuarciones!
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