MOST CRM platforms that integrate with Finance systems, or systems that are able to generate QUOTES, will allow for preconfigured settings for all quotes, company wide. Feature request Terms and conditions - allowing our company terms and read more

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

We use a specific tax % on every quote so it should be possible to set a standard and e.g. add a 19% tax on every quote created automatically. Benefits: Saves times Avoid mistakes

Hello, for my company we use one of our deal pipelines for our investors, I use the automation features to send investors marketing emails such as reminders to register and forms to submit. In those same workflows, the action of the email being sent read more

Having the ability to customize what is shown in the top left portion of the CRM object records would be great. For example, on deal records, some clients use a custom property to calculate their amount and cannot remove the default amount property read more

Hubspot Team, Would be great to be able to clone Deal Pipelines or have Deal Pipeline templates as many of our pipelines are similar and now we are manually reacreating pipelines that are simlar or identiacal to other pipeleines. Thanks, read more