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wooglin
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Member since ‎Sep 6, 2017
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  • Upvotes Received
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Brian Henciak

Successful entrepreneur currently building 2 businesses: Team Merchant and Paycove. Working with businesses to reduce merchant fees, transition to electronic billing and find the most secure and efficient ways to process inbound payments. I'm here to help.

Activity

Solved
paycove_rich on October 09, 2019
How to get the value of the order the line items appear on a Hubspot deal?
Hello, Our customers at Paycove use Hubspot products to create invoices, quotes, and other documents. After our users add line items to a deal in Hubspot, they want the line items to appear in the same order in Paycove. We're currently pul read more
Reply Discussion Deals
0 upvote
3 Replies
WendyGoh
HubSpot Employee
October 10, 2019 23:02
Hi @wooglin , Awesome! Glad that it helps and do let me know if this works!
hroberts on June 04, 2018
Recurring payments with Stripe integration
The Stripe integration currently only supports one time payments. It should also support recurring payments so it can be used for Quotes that include Products with recurring payments.
Reply Idea Products & Quotes
34 upvotes
37 Replies
kasiabf
Participant
January 14, 2022 04:13
@hroberts currently this feature is only available in the U.S, I have an idea around how you could extend this feature out globally, particularly ...read more
JD1 on May 20, 2018
Automatic calculation of TAX (VAT) when creating quotes
Currently, we have to manually calculate the TAX amount when creating a quote. Ideally, we would set the TAX % and have the system automatically calculate the value (in the same way you can with a formula withing MS Excel). Benefits: read more
Reply Idea Products & Quotes
142 upvotes
44 Replies
MWolf
Contributor
May 25, 2022 03:19
This is such an important feature that needs to be solved in order to professionally use HubSpot Quotes. Any news on this?
JD1 on May 20, 2018
Automatic calculation of TAX (VAT) when creating quotes
Currently, we have to manually calculate the TAX amount when creating a quote. Ideally, we would set the TAX % and have the system automatically calculate the value (in the same way you can with a formula withing MS Excel). Benefits: read more
Reply Idea Products & Quotes
142 upvotes
44 Replies
MWolf
Contributor
May 25, 2022 03:19
This is such an important feature that needs to be solved in order to professionally use HubSpot Quotes. Any news on this?
dscalisi on May 23, 2018
Default terms for Quotes
Would be excellent to have Default Terms that Company admin can add to all quotes as standard so company not reliant on salespeople to add. I love my salespeople but as we all know not incredibly reliable with important details.
Reply Idea Products & Quotes
88 upvotes
35 Replies
JKrantz
Contributor
March 15, 2022 13:48
very helpful, took me a few times to understand BUT the token is meant to be left blank so the rep could add text in the terms field... i think i got...read more
hroberts on June 04, 2018
Recurring payments with Stripe integration
The Stripe integration currently only supports one time payments. It should also support recurring payments so it can be used for Quotes that include Products with recurring payments.
Reply Idea Products & Quotes
34 upvotes
37 Replies
kasiabf
Participant
January 14, 2022 04:13
@hroberts currently this feature is only available in the U.S, I have an idea around how you could extend this feature out globally, particularly ...read more
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