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Bundles (6)
Templates (7)
Rules (15)
Price Books (19)
Approvals (7)
Quoting (32)
Reporting (1)
Rounding Calculated Prices to the nearest dollar
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
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1
Set Custom Date for Billing Start
Instead of a # of months/days picker for delayed billing start, I'd like to select a calendar date selector, like HubSpot does it natively.
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1
Make the HubSpot Native Discount Field Update the Unit Price on a quote so customers can see there unit cost after a line item discount is applied
Natively the HS DISCOUNT FIELD only updated net price but the full cost (unit price) is still displaying regular cost. ie. If i sell Golf Clubs for $100 each but i gave the customer a 10% discount Quanity= 2 Unit Unit Price would be $90 NET PRICE $180
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1
Prompt user should support associations
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
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1
Treat negatives as 0 in calculated pricing
If a value calculates negatively in a calculated price, it should be treated as a 0 because products should never have negative values
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2
Optional Bundles on Quotes
As a Sales rep using QH, I'd like to add bundles to our quote and allow them to be optional/selectable by my customers
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2
Allow terms via a rule to be editable
As a QH Admin, I'd like for my sales reps to be able to add additional comments after terms are pulled from the library and set from the rule.
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1
Group Line Items by Type/Product Property on Quote Builder
As a sales rep, I'd like to be able to group my line items by 'Product Type' when I'm adding line items to the quote.
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1
Adjust Column Spacing (don't require scrolling)
I'd like a way to default all the columns to minimal width and/or fit all columns within the screen by default. It’s quote difficult continuously going across the screen to view the data as we are building the quote.
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2
Keep existing Deal Line Items when a price book is not auto-set
As a QH user, I'd like to be able to add HS deal line items and then open the quote builder and keep the deal line items, even when the price book is not automatically assigned.
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2
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