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BMcCauley
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Member since ‎Feb 9, 2021
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Brittany McCauley

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rgriss on August 16, 2021
We recently upgraded to sales enterprise. We are using a quote-based workflow. We want to build several notifications: for example, when a deal reaches a stage called "complete", but the customer has not yet paid their invoice, we want to send a r read more
25 upvotes
8 Replies
RyC
Member
September 20, 2022
Please add this feature. I tried the using the personalization tokens in a marketing email as suggested by @eterobby but couldn't get the correct...read more
jpnorris on October 27, 2020
I know this has been proposed many times before by other members, but I too would greatly benefit from being able to apply, modify, or remove tax on a line item level on quotes. Product library entries should have tax properties saved, and then read more
58 upvotes
14 Replies
Member
September 20, 2022
My company requires individual tax values / editing for each line item in quotes. Until this is addressed I'll be forced to use a different software ...read more
AlexHodgson on April 16, 2019
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 read more
123 upvotes
59 Replies
Member
September 20, 2022
This would be really helpful. My coworker has done all the leg work that could be used for another deal, but im unable to do and being forced to recr...read more
rwong on October 24, 2019
At the moment, it's great that we have a feature to add a percentage (%) tax rate to quotes. It'll be cooler if customers could select from a dropdown list of tax rates for different states/countries and have HubSpot populate the field for the read more
36 upvotes
8 Replies
September 12, 2022
Apparently to the new law for our service about taxes...I would like to ask, if it is going to plan some new feature in Hubspot payments, where I ca...read more
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