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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
Add "quote link" token in automated email tool
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
Reply Idea Products and Quotes
39 upvotes
14 Replies
BMcCauley
Member
September 15, 2021
We want to do the same thing as jvandervoorn! Would love to send out a reminder email to send before a quote expires!
jpnorris on October 27, 2020
Tax by line item on quotes
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
Reply Idea Products and Quotes
206 upvotes
39 Replies
BMcCauley
Member
March 11, 2021
Yes it would be nice to tax products and then the fee at the bottom not be taxable.
AlexHodgson on April 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 read more
Reply Idea Products & Quotes
147 upvotes
63 Replies
BMcCauley
Member
February 09, 2021
This would be super helpful to clone quotes!
rwong on October 24, 2019
Select from list of tax rates when creating Quotes
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
Reply Idea Products & Quotes
44 upvotes
8 Replies
BMcCauley
Member
February 09, 2021
This would be so great as we have to add tax manually right now and the process takes a little bit longer.
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