# \#products-quotes **URL:** https://community.hubspot.com/tag/products-quotes/1555.md [Latest](https://community.hubspot.com/latest.md) · [Categories](https://community.hubspot.com/categories.md) · [Tags](https://community.hubspot.com/tags.md) --- ## [Create Quotes for other users](https://community.hubspot.com/t/create-quotes-for-other-users/15967)
**Author:** [@R10](https://community.hubspot.com/u/R10)\ **Replies:** 39\ **Last updated:** [November 5, 2026, 9:48pm UTC](https://community.hubspot.com/t/create-quotes-for-other-users/15967 "2026-11-05T21:48:04Z")
As someone who often has to create quotes for other team members, I would find it very helpful to be able to easily switch th… --- ## [The Ability to Update Line Items Prices when Products are updated](https://community.hubspot.com/t/the-ability-to-update-line-items-prices-when-products-are-updated/16478)
**Author:** [@DwiP](https://community.hubspot.com/u/DwiP)\ **Replies:** 14\ **Last updated:** [October 19, 2026, 3:52pm UTC](https://community.hubspot.com/t/the-ability-to-update-line-items-prices-when-products-are-updated/16478 "2026-10-19T15:52:12Z")
Currently, any updates on the Product Library such a Product Prices, the changes will not be reflected on existing deal’s Lin… --- ## [Add external PDFs into quotes for signature](https://community.hubspot.com/t/add-external-pdfs-into-quotes-for-signature/17929)
**Author:** [@knutix](https://community.hubspot.com/u/knutix)\ **Replies:** 9\ **Last updated:** [October 2, 2026, 2:12pm UTC](https://community.hubspot.com/t/add-external-pdfs-into-quotes-for-signature/17929 "2026-10-02T14:12:06Z")
We handle huge customers with sometimes additional requirements for legal documentation. So we need a way to add a few contra… --- ## [Currency column in Quote](https://community.hubspot.com/t/currency-column-in-quote/152438)
**Author:** [@marijnbe](https://community.hubspot.com/u/marijnbe)\ **Replies:** 4\ **Last updated:** [October 2, 2026, 9:28am UTC](https://community.hubspot.com/t/currency-column-in-quote/152438 "2026-10-02T09:28:25Z")
Hi there, I have a couple questions about Quote optimization at our company. We have added a column to our quotes that sh… --- ## [Keep quotes accessible after expiration](https://community.hubspot.com/t/keep-quotes-accessible-after-expiration/14821)
**Author:** [@Arne](https://community.hubspot.com/u/Arne)\ **Replies:** 41\ **Last updated:** [September 30, 2026, 5:52pm UTC](https://community.hubspot.com/t/keep-quotes-accessible-after-expiration/14821 "2026-09-30T17:52:12Z")
It’s a nightmare that quotes are no longer accessible for the customer nor possible to just reactivate them as a seller. It … --- ## [The Best Revenue Hub Quote Templates Built by HubSpot Solutions Partners](https://community.hubspot.com/t/the-best-revenue-hub-quote-templates-built-by-hubspot-solutions-partners/158715)
**Author:** [@Maryann](https://community.hubspot.com/u/Maryann)\ **Replies:** 8\ **Last updated:** [September 18, 2026, 2:02pm UTC](https://community.hubspot.com/t/the-best-revenue-hub-quote-templates-built-by-hubspot-solutions-partners/158715 "2026-09-18T14:02:48Z")
Back in June, we challenged HubSpot solutions partners to show us what’s possible with custom quote templates in Revenue Hub.… --- ## [Manually mark invoice as paid](https://community.hubspot.com/t/manually-mark-invoice-as-paid/13657)
**Author:** [@AmandaKendzior](https://community.hubspot.com/u/AmandaKendzior)\ **Replies:** 33\ **Last updated:** [September 17, 2026, 1:00pm UTC](https://community.hubspot.com/t/manually-mark-invoice-as-paid/13657 "2026-09-17T13:00:27Z")
We issues invoices from Hubspot with the option for clients to pay via our Stripe integration or through bank transfer. Howev… --- ## [Add phone Extension field to profile phone field](https://community.hubspot.com/t/add-phone-extension-field-to-profile-phone-field/14898)
**Author:** [@garinhess](https://community.hubspot.com/u/garinhess)\ **Replies:** 19\ **Last updated:** [August 26, 2026, 9:50pm UTC](https://community.hubspot.com/t/add-phone-extension-field-to-profile-phone-field/14898 "2026-08-26T21:50:59Z")
Right now you can’t add an extension to the profile phone number field. If you have a direct line number, no problem. But if … --- ## [Ability to create product groups/bundles/kits](https://community.hubspot.com/t/ability-to-create-product-groups-bundles-kits/10394)
**Author:** [@bcook](https://community.hubspot.com/u/bcook)\ **Replies:** 119\ **Last updated:** [August 26, 2026, 12:48pm UTC](https://community.hubspot.com/t/ability-to-create-product-groups-bundles-kits/10394 "2026-08-26T12:48:43Z")
It would be great if there was a way to create a Product Group that consists of multiple other products. So if you have a gro… --- ## [Product Price Discount Levels](https://community.hubspot.com/t/product-price-discount-levels/8870)
**Author:** [@sleitz](https://community.hubspot.com/u/sleitz)\ **Replies:** 30\ **Last updated:** [August 14, 2026, 8:02pm UTC](https://community.hubspot.com/t/product-price-discount-levels/8870 "2026-08-14T20:02:32Z")
We have products that have discount levels and it would be great to be able to enter a discount tier like 10% or 25% and also… --- ## [Import product with stair-step tiers and pricing](https://community.hubspot.com/t/import-product-with-stair-step-tiers-and-pricing/155433)
**Author:** [@Jenny26](https://community.hubspot.com/u/Jenny26)\ **Replies:** 4\ **Last updated:** [August 6, 2026, 4:11pm UTC](https://community.hubspot.com/t/import-product-with-stair-step-tiers-and-pricing/155433 "2026-08-06T16:11:27Z")
Hi all, We use a Stair-Step pricing model with various tiers. Each tier is based on number of units and has it’s own price. … --- ## [One time company address change in a quote](https://community.hubspot.com/t/one-time-company-address-change-in-a-quote/17216)
**Author:** [@benesch\_e](https://community.hubspot.com/u/benesch_e)\ **Replies:** 12\ **Last updated:** [July 29, 2026, 7:36pm UTC](https://community.hubspot.com/t/one-time-company-address-change-in-a-quote/17216 "2026-07-29T19:36:43Z")
It would be nice to be able to make one time address change to a company physical address during quote creation Currently th… --- ## [Custom Fields to Products](https://community.hubspot.com/t/custom-fields-to-products/6538)
**Author:** [@codymiles512](https://community.hubspot.com/u/codymiles512)\ **Replies:** 132\ **Last updated:** [June 24, 2026, 2:26pm UTC](https://community.hubspot.com/t/custom-fields-to-products/6538 "2026-06-24T14:26:30Z")
Right now, the products feature only supports 1) the product name, 2) the product quantity, 3) the product cost, and 4) recurring or fixed price. It would be incredible if I could associate custom fields with products. … --- ## [Customize the Billing Frequency options when creating a new product](https://community.hubspot.com/t/customize-the-billing-frequency-options-when-creating-a-new-product/20916)
**Author:** [@nicolerohrer](https://community.hubspot.com/u/nicolerohrer)\ **Replies:** 168\ **Last updated:** [June 18, 2026, 2:06pm UTC](https://community.hubspot.com/t/customize-the-billing-frequency-options-when-creating-a-new-product/20916 "2026-06-18T14:06:55Z")
Some customers have alternative billing situations for their products that do not fit within our current billing frequency options below. It would be nice if they had the option to create other intervals. One customer ne… --- ## [Calculate Cost Per Unit as a Percentage (and/or) Adding Commissions on Products](https://community.hubspot.com/t/calculate-cost-per-unit-as-a-percentage-and-or-adding-commissions-on-products/19020)
**Author:** [@rmitchell1](https://community.hubspot.com/u/rmitchell1)\ **Replies:** 26\ **Last updated:** [June 5, 2026, 10:56pm UTC](https://community.hubspot.com/t/calculate-cost-per-unit-as-a-percentage-and-or-adding-commissions-on-products/19020 "2026-06-05T22:56:25Z")
How come we can’t add “cost per unit” as a percentage of price, like we can for discounts? This seems like something that is pretty basic and we’ve been disappointed that this hasn’t been added yet. For companies that se… --- ## [Translation of product](https://community.hubspot.com/t/translation-of-product/20576)
**Author:** [@aeto](https://community.hubspot.com/u/aeto)\ **Replies:** 38\ **Last updated:** [June 5, 2026, 10:42pm UTC](https://community.hubspot.com/t/translation-of-product/20576 "2026-06-05T22:42:00Z")
I am a bit shocked, I am new in Hubspot and I start to using products and I realize that there is no translation for product, I have to create duplicates in particular language. Strange --- ## [Segmented Payments on Quotes](https://community.hubspot.com/t/segmented-payments-on-quotes/9680)
**Author:** [@Briceclark](https://community.hubspot.com/u/Briceclark)\ **Replies:** 52\ **Last updated:** [June 5, 2026, 2:56pm UTC](https://community.hubspot.com/t/segmented-payments-on-quotes/9680 "2026-06-05T14:56:57Z")
Hello everyone! This idea serves to help all serviced-based companies currently using HubSpot. Lets be honest, the quote system HubSpot has to offer is awesome. Clean and professional format, product/service details, an… --- ## [Automatic adding of TAX (VAT) when creating quotes](https://community.hubspot.com/t/automatic-adding-of-tax-vat-when-creating-quotes/17875)
**Author:** [@NilsK](https://community.hubspot.com/u/NilsK)\ **Replies:** 232\ **Last updated:** [April 28, 2026, 12:30am UTC](https://community.hubspot.com/t/automatic-adding-of-tax-vat-when-creating-quotes/17875 "2026-04-28T00:30:07Z")
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 --- ## [Select from list of tax rates when creating Quotes](https://community.hubspot.com/t/select-from-list-of-tax-rates-when-creating-quotes/16893)
**Author:** [@rwong](https://community.hubspot.com/u/rwong)\ **Replies:** 9\ **Last updated:** [April 24, 2026, 5:07pm UTC](https://community.hubspot.com/t/select-from-list-of-tax-rates-when-creating-quotes/16893 "2026-04-24T17:07:04Z")
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 po… --- ## [Integration with Stripe for Direct Bank Transfer option](https://community.hubspot.com/t/integration-with-stripe-for-direct-bank-transfer-option/13106)
**Author:** [@claratan](https://community.hubspot.com/u/claratan)\ **Replies:** 51\ **Last updated:** [April 24, 2026, 3:59pm UTC](https://community.hubspot.com/t/integration-with-stripe-for-direct-bank-transfer-option/13106 "2026-04-24T15:59:05Z")
It would be useful to have the Direct Bank Transfer option in HubSpot’s Stripe integration for Quotes, so that customers can pay by method too. --- ## [Replace email verification for eSignature with unique URL](https://community.hubspot.com/t/replace-email-verification-for-esignature-with-unique-url/16311)
**Author:** [@zbrajnovic](https://community.hubspot.com/u/zbrajnovic)\ **Replies:** 44\ **Last updated:** [April 23, 2026, 8:19pm UTC](https://community.hubspot.com/t/replace-email-verification-for-esignature-with-unique-url/16311 "2026-04-23T20:19:05Z")
Submitting this idea on behalf of the customer. Here is the description of the issue he is experiencing: The current quote eSignature process doesn’t have the ability to generate unique URLs for each signer, so as a wor… --- ## [Configure billing start date for quotes with recurrent Stripe payments](https://community.hubspot.com/t/configure-billing-start-date-for-quotes-with-recurrent-stripe-payments/13854)
**Author:** [@hroberts](https://community.hubspot.com/u/hroberts)\ **Replies:** 25\ **Last updated:** [April 23, 2026, 8:05pm UTC](https://community.hubspot.com/t/configure-billing-start-date-for-quotes-with-recurrent-stripe-payments/13854 "2026-04-23T20:05:53Z")
Users are looking for a configurable billing Start Date field to set on Quotes with recurring payments using the Stripe integration. --- ## [Fixed Term Recurring Payments with Stripe](https://community.hubspot.com/t/fixed-term-recurring-payments-with-stripe/16232)
**Author:** [@TheoB](https://community.hubspot.com/u/TheoB)\ **Replies:** 5\ **Last updated:** [April 23, 2026, 8:01pm UTC](https://community.hubspot.com/t/fixed-term-recurring-payments-with-stripe/16232 "2026-04-23T20:01:16Z")
Hi there, It’s great that we can now use the stripe integration alongside the quotes tool for products with recurring payments. But - we can’t use it. This is because we sell packages based on a set number of recurring… --- ## [Manually change quote status](https://community.hubspot.com/t/manually-change-quote-status/19240)
**Author:** [@AbbyDavey](https://community.hubspot.com/u/AbbyDavey)\ **Replies:** 62\ **Last updated:** [April 23, 2026, 7:52pm UTC](https://community.hubspot.com/t/manually-change-quote-status/19240 "2026-04-23T19:52:15Z")
Not all of our clients will sign a quote - so I would like the ability to manually change the quote status please. --- ## [Using workflows to autocreate quotes](https://community.hubspot.com/t/using-workflows-to-autocreate-quotes/17172)
**Author:** [@jmoss](https://community.hubspot.com/u/jmoss)\ **Replies:** 134\ **Last updated:** [April 12, 2026, 1:13am UTC](https://community.hubspot.com/t/using-workflows-to-autocreate-quotes/17172 "2026-04-12T01:13:18Z")
I would like to be able to use a form submission to auto-generate a quote. It’s currently possible to use a workflow to create a deal, but I’d like to be able to go a step further and have the workflow create a deal and … --- ## [Option to automatically add a product to a deal with workflows](https://community.hubspot.com/t/option-to-automatically-add-a-product-to-a-deal-with-workflows/10929)
**Author:** [@lalexander](https://community.hubspot.com/u/lalexander)\ **Replies:** 193\ **Last updated:** [March 20, 2026, 1:41pm UTC](https://community.hubspot.com/t/option-to-automatically-add-a-product-to-a-deal-with-workflows/10929 "2026-03-20T13:41:36Z")
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 Pr… --- ## [Create approval workflow depending on discount](https://community.hubspot.com/t/create-approval-workflow-depending-on-discount/14214)
**Author:** [@elihermans](https://community.hubspot.com/u/elihermans)\ **Replies:** 23\ **Last updated:** [March 2, 2026, 9:19am UTC](https://community.hubspot.com/t/create-approval-workflow-depending-on-discount/14214 "2026-03-02T09:19:48Z")
Hi, Now we can make quote approval workflow, based on the amount of the deal, for example when the deal is under a certain amount, the quotes can get automatically approved. It would be usefull, if a discount is added … --- ## [Restricting Quotes](https://community.hubspot.com/t/restricting-quotes/18440)
**Author:** [@AleM](https://community.hubspot.com/u/AleM)\ **Replies:** 21\ **Last updated:** [February 27, 2026, 4:21pm UTC](https://community.hubspot.com/t/restricting-quotes/18440 "2026-02-27T16:21:31Z")
Hey there, Upon setting up user permissions for our team, I realized we cannot restrict access to quotes. For an organization that uses external means of invoicing, this can come with a downfall. It would be useful to r… --- ## [Total amount on Quote confusing to customers when using multiple pricing options](https://community.hubspot.com/t/total-amount-on-quote-confusing-to-customers-when-using-multiple-pricing-options/16437)
**Author:** [@Quinten](https://community.hubspot.com/u/Quinten)\ **Replies:** 83\ **Last updated:** [February 9, 2026, 11:29am UTC](https://community.hubspot.com/t/total-amount-on-quote-confusing-to-customers-when-using-multiple-pricing-options/16437 "2026-02-09T11:29:45Z")
Our Pricing is per month and we charge a one time setup. Invoice happens once per year (See screenshot) The total amount as mentioned on the quote is quite confusing for customers. My suggestion would be to make it an… --- ## [Quotes need "Add PDF" feature](https://community.hubspot.com/t/quotes-need-add-pdf-feature/17597)
**Author:** [@Yazz](https://community.hubspot.com/u/Yazz)\ **Replies:** 15\ **Last updated:** [February 4, 2026, 6:02pm UTC](https://community.hubspot.com/t/quotes-need-add-pdf-feature/17597 "2026-02-04T18:02:51Z")
The current quotes work amazing when it comes to emailing links. I like the feature a lot and it makes a ton of sense from a tracking perspective. The one issue our Sales Team runs into is when the end user (customer) d… [Next page](https://community.hubspot.com/tag/products-quotes/1555.md?match_all_tags=true&page=1&tags%5B%5D=products-quotes)