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JesseP
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Member since ‎Apr 12, 2022
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JesseP on February 03, 2023
Closed won quotes line items transfer to customer record
Hey all! I am taking the line items from a quote and adding them to the products area within the deal record. Is this something that we can do today? Is it through automation or workflows? Thanks! JP
Reply Discussion Professional
1 upvote
1 Reply
JesseP on December 14, 2022
Quote items go to Properties once closed won
Is it possible to have HS quote line items move to a product property once closed won?
Reply Idea Products and Quotes
0 upvote
0 Reply
Solved
JesseP on October 27, 2022
Looking for another Quoting tool
Using the current HS native quoting tool. I need more versatility in my quotes and looking for connected apps that work well with Hubspot.
Reply Discussion
1 upvote
2 Replies
JesseP on August 31, 2022
Tracking SAAS vs Professional Services
We are a SAAS company that sells annual billing modules and have a professional service tied to each of the modules. I have created each line item in HS, but I want to track software vs. training. Any ideas?
Reply Discussion Professional
0 upvote
1 Reply
JesseP on August 31, 2022
Tracking renewals in Sales Pro
We are a SAAS company that sells three-year deals but want to track revenue in years 2 and 3. So I am looking for best practices to ensure I capture that revenue. Right now, I am creating a deal in the 2nd and 3rd years, and this seems to be a read more
Reply Discussion Professional
0 upvote
2 Replies
DwiP on October 08, 2020
Quote - Custom Discount only for specific month
When users create Quotes, they can set the term of the products. For example a 6 months products with monthly billing frequency. However, users are not able to set a custom discount for specific months. For example, for the first 3 months, user wo read more
Reply Idea Products and Quotes
21 upvotes
11 Replies
JesseP
Member
August 31, 2022
Has anyone figured out how to do this yet? We discount the first year of SAAS and then revert to the original amount. Any ideas?
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