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AaronM
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Membre depuis ‎avr. 24, 2017
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  • Mentions J'aime obtenues
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egp19 le Mai 29, 2020
Calculated properties for Products
Now that we can create custom properties for Products, can we enable calculated properties for Products? Without this basic feature, our products have quantitative properties that we have to manually calculate before adding to HubSpot. This creates Lire la suite
Répondre Idée Products and Quotes
275 Mentions J'aime
74 Réponses
AaronM
Participant
Mai 02, 2024
To expand on this Hubspot Line Items include "Unit Price" and "Unit Cost" out of the box. This allows Hubspot to show margin for each Line Item. ...Lire la suite
LCorey le Novembre 24, 2022
Total cost - qty x Unit Cost - total Cost (equipment and labour)
Need a calculation option to calculate total costs on a job, i.e. 2 x 5.00 - total cost column £10.00 (not to view on quote but for us to see) this controlled by template obviously. then at the end a total cost, ideally breakdown of equipment and Lire la suite
Répondre Idée Account Settings Activity Feed
3 Mentions J'aime
1 Réponse
AaronM
Participant
Mai 02, 2024
Hubspot Line Items include "Unit Price" and "Unit Cost" out of the box. This allows Hubspot to show margin for each Line Item. HubSpot Deals have s...Lire la suite
NicoNicoNii le Avril 05, 2024
Line Item Total Cost, Overall Total Cost, and overall profit margin
Hi, In deals and especially during the quote creation step: Review Line Items, I hope there will be a feature to add a column(quote creation step) and section (deals) where we can see the total cost of each line item x its quantity. Then in the summ Lire la suite
Répondre Idée Deals Products and Quotes
14 Mentions J'aime
3 Réponses
AaronM
Participant
Mai 02, 2024
Yes! To add additional context, Hubspot Line Items include "Unit Price" and "Unit Cost" out of the box. This allows Hubspot to show margin for e...Lire la suite
R10 le Août 27, 2019
Create Quotes for other users
As someone who often has to create quotes for other team members, I would find it very helpful to be able to easily switch the "Your Info" contact info in a quote. Currently, the quote creator is the default contact for the quote. If I need to Lire la suite
Répondre Idée Products & Quotes
131 Mentions J'aime
35 Réponses
AaronM
Participant
Mai 01, 2023
Time to send tweets out? They might respond quickly to those.
R10 le Août 27, 2019
Create Quotes for other users
As someone who often has to create quotes for other team members, I would find it very helpful to be able to easily switch the "Your Info" contact info in a quote. Currently, the quote creator is the default contact for the quote. If I need to Lire la suite
Répondre Idée Products & Quotes
131 Mentions J'aime
35 Réponses
AaronM
Participant
Mai 01, 2023
Time to send tweets out? They might respond quickly to those.
AlexHodgson le Avril 16, 2019
Clone Quotes
We've started using Quotes (it is very good) but one thing that frustrates is that if the customer requests one small change to a quote before signing you have to redo the whole quote. We'd like to suggest: - Ability to clone a quote to a new q Lire la suite
Répondre Idée Products & Quotes
150 Mentions J'aime
69 Réponses
AaronM
Participant
Février 22, 2021
Agree with anna-ins completely. What really needed please are templates for the body, the products and for the Terms.
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