quote•hapily

For example, I would like to set the quote template with a rule based on other properties, but even with my best conditional logic there may still be situations where the sales rep would need to change the template that's been set. It would be nice if there were an option where the rule sets the template but doesn't lock it from being edited. This could also be helpful for template terms or price books.

Users should be able to view the quote details in a read-only format after the quote is published. Yes, you can look at line items but it doesn't include all of the data of bundles and calculated pricing. I have advised sales reps that they can clone a published quote if they want to look at the pricing in the quote editor format, though this is also not an ideal solution in m opinion.

The the "Require e-signature" outcome, let the admin choose "Current Quote Builder User" as an option instead of or in addition to the set of users. This will help admins avoid having to create a rule per sales rep, simply for the case of e-Signing.

As a quote·hapily admin, I'd like to use the selection of a price book to trigger rules, like setting a specific quote template. Could I please have the selected price book be a part of the rule conditions?

We would like quote•hapily to support a “Manual entry” option for the Deal Amount property setting, mirroring HubSpot’s option for the "Default Deal Amount" configuration.

When using calculated pricing based on a unique formula that outputs a price like 14.5646 I’d like to round it to 15.00 or 14.60. Giving users flexible rounding rules

Quote Happily currently applies one tax rate to all line items. Many European markets require different tax rates per product in a single quote (e.g., books at 7%, electronics at 19% VAT in Germany). HubSpot already supports this with the original Quotebuilder.

As an admin I want to change the language of my native products in hubspot to the language spoken in the region of my sales team. Companies have people selling in Spain, Germany and USA for example. Not all understand english.

Prompt user should be able to trigger when a type of association or a quantity of associations are not present (such as billing contact) and then allow the sales rep to search for or select a related contact (or other record) and associate that record with a specific label. This would be helpful for partner/billing/finance workflows

This should give admins the ability to edit fields that sales reps cannot