quote•hapily

As a QH Admin, I'd like to be able to rename price books after they're created.

Use case: I sell a particular software. Sales reps often give away an amount of free licenses with the paid licences being sold. If I'm selling 870 licenses but 60 of them are free I want to do a calculated product where sales reps enter in paid vs free licences to calculate the price but want it to update a field of "paid licences" with the difference between paid and free licences on this line item. Product A unit Cost $50 QH Calc Price would be (Paid Licenses - Free Licences)* unit cost ($50) but the properties they enter at paid and free need to calculate another property: DCLIP: QUANTITY = Paid - Free for example

As a HubSpot user (Sales Rep), I'd like to be able to add deal line items via the native HS object and then see those line items in the QH quote builder. Currently, whenever I assign a price book, the line items get overridden and I have to start over. Many teams use the line items as a part of their forecasting before the quote is published or the deal has been closed-won.

Similarly to how HubSpot handles decimal values on the 'Term' property, I'd like hapily to auto round up/down based on the value after the decimal point (>.5 = round down) (<0.5 = round up) to ensure the Term is a whole number.

As a home services company, I'd like for my Sales reps out in the field to be able to generate quotes from a tablet. Currently, the quote builder is only accessible on HubSpot using the browser but I am unable to select a price book to continue building a quote.

Have a customer who is looking to have renewal quotes automatically generated for them. They're a SaaS company with multiple products. So looking to: --Generate a quote based on their current subscription --Factor in any changes to there subscription during the current period (e.g., added a new product halfway through) --Account for any renewal adjustments (e.g., discounts that reduce in year two) --Autosend that quote to the appropriate contact

As a QH Admin, I'd like to disable the ability for Sales reps to edit the comments and purchase terms sections on the quote builder.

As a QH customer, we'd like to customized the pre-set options for quote expiration, such as 7 day default expiration. https://d.pr/i/EQKPxS

The "Request Quote Approval" workflow names specific users. But when those users go OOO, we need to be able to easily send their approval requests to a backup.