quote•hapily

Price Book Entries are the records that define the assignment of a product to a Price Book and include the price adjustment data. Request: Allow users to export the "entries" of a price book, including price adjustment data.

Sales reps sends out a quote with 10 optional products, the client chooses the ones they wish to purchase and then sign the quote.

Sometimes my clients want to put line items on deals without creating/publishing a quote, either as a way to estimate the size of the deal early on or because they need line items for revenue calculations/fulfillment but DON'T intend to actually quote/contract through HubSpot. Since the quote.hapily line items sidebar is/has been read-only, the only way to use the rules engine for line items is to create/publish a quote, since line items won't be created until that point. It would be awesome to be able to edit line items as a standalone extension, similarly to how HubSpot does it out of the box, just with all the quote.hapily goodness.

Current terms library does not support hyperlinking but does support other types of formatted text

When a certain set of conditions are met (ex: discount exceeds a certain value) prompt user to fill out a field/fields (like "discount reason") to proceed with the quote.

I want to be able to have a dropdown field for quantity that only allows particular quantities for certain products. When a user selects a dropdown, that value will write to the quote in the quantity field. I would expect these quantities to fire the same as any other quantity in calculated or volume pricing, the dropdown is only quote user facing.

The quote builder window is too mall on a laptop screen for me to use. I want to be able to "pop out" the window to a new tab so I have more real state.

Products have now gotten a Views feature instead of Folders. Can we get this in QH too, please? Not sure how easy it is to replicate, but its a sticking point for easy searching.

As a partner or hapily employee I need to be able to switch between multiple quote hapily accounts I am a user in. I want to be able to click on the top right where my name is and click "switch account" and this will take me back to the total account list screen. Currently, I have to log out and log back in completely to switch accounts.

Many customers have expressed the need to configure bundles inside hubspot but they only want the customers to see the total cost of the header product, and hide the ways they got to that price ie. hidden fees or not letting customers question what they need or don't need in a bundle.. etc. In quote•hapily buider we price a customer out with a bundle Customer only sees header price