MikhailK

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Contributor | Diamond Partner

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solutions
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Mike @ Resonate

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Activity

lalexander on November 14, 2018

Option to automatically add a product to a deal with workflows

Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou read more

Reply Idea Deals Products & Quotes Workflows

633 upvotes

177 Replies

MikhailK

Contributor | Diamond Partner

September 14, 2023

Check out this app for Hubspot, it allows to manage your complete Deal / Product / Quote process via Workflows. Including adding Products to a deal a...read more

MMT on September 30, 2020

QUOTES - Default settings for all quotes (terms, tax settings, expiry of quotes)

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

Reply Idea Products and Quotes

75 upvotes

20 Replies

MikhailK

Contributor | Diamond Partner

August 15, 2023

We've just released an update to our HubSpot App 1ClickTools, that extends Workflows capabilities with new actions, and one of the actions is Add tax...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

168 upvotes

48 Replies

MikhailK

Contributor | Diamond Partner

August 15, 2023

You can add taxes via Workflow with Add Tax action from 1ClickTools app - https://www.resonatehq.com/hubspot-quote-tools

AMulready on April 05, 2022

Quotes VAT

Looking to see is there a way to pre load VAT on quotes depending on product We sell to UK and Ireland so both different VAT rates, just to ensure the crrect one or if the team forget it'd be ideal to have it built in on quotes page

Reply Discussion Sales

3 upvotes

5 Replies

MikhailK

Contributor | Diamond Partner

August 15, 2023

You can add VAT via Workflow action "Add Tax" that is available with 1ClickTools app: https://www.resonatehq.com/hubspot-quote-tools

NilsK on January 02, 2020

Automatic adding of TAX (VAT) when creating quotes

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

Reply Idea Products & Quotes

446 upvotes

163 Replies

MikhailK

Contributor | Diamond Partner

August 15, 2023

With this app you can add Taxes to quotes automatically via Hubspot Workflows. It adds Add tax action to Workflows - https://www.resonatehq.com/hubs...read more

BenettB on November 19, 2020

Workflow actions that can update properties across different (associated) object types.

Our company uses your workflows HEAVILY, but we are constantly having to work around one major limitation: The workflows can only change properties on one type of HubSpot object. For example, if you start a ticket-based workflow, you can only change read more

Reply Idea Workflows

39 upvotes

47 Replies

MikhailK

Contributor | Diamond Partner

March 01, 2023

is there a beta available already?

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