Quotes - how to add markup to the line item

[KMarciano7]

Hi - we would like to start to use HS ILO quickbooks online and in generating quotes, how can I add a % markup to a line item

Example

Name       Unit Price       Qty       Markup      Total

Labor        $57.00             30           20%          $2052.00

[Lucila-Andimol · Accepted solution]

Hi @KMarciano7 

so the first thing 'd be creating Markup as a custom property for your products and adding it as a column in the products view.

Them with a custom quote template we can setup the information and have the total calculated with the markup.

If any further calculation need to be done, we generally use Operations Hub to do so.

We can help you develop this setup, let me know if you need help.

Hope this helps

[PamCotton]

Hey @KMarciano7, thank you for posting in our Community!

Thanks for your question! HubSpot's native quoting tool doesn’t currently support adding a markup percentage directly to line items. However, a workaround could be to manually calculate the markup and include it in the unit price before adding the item to the quote.

Alternatively, a custom-coded workflow could potentially automate this process within HubSpot.  To our top experts,  @Lucila-Andimol, @franksteiner79 @TomM2 any recommendations to @KMarciano7?

Thank you,

Pam