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Bundles (6)
Templates (8)
Rules (16)
Price Books (19)
Approvals (7)
Quoting (38)
Reporting (1)
Adding Admin Can edit and Sales Rep can edit columns in the line item table setings
This should give admins the ability to edit fields that sales reps cannot
0
4
Set custom quote expiration days
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
1
4
quote•hapily should send sales reps a notification when one of their clients has viewed or is viewing their quote link they sent to a customer
In the quote acitivty we should be able to log customer activity on the quote, time they viewed it etc.
1
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planned
3
Allow customers to change quantities of products on a quote template
When i send a template out to a customer I would like them to be able to add more units to the quote if they want. ie if i quote 10 users i want them to be able to add 2 more
0
1
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
1
3
Calculated Pricing 'IF' condition
As a QH admin, I'd like to use a calculated pricing output to set the unit price of an item based on a value being between a specific range. ex: Set a delivery fee to $20 if the QTY is between 10-20 but set the fee to $40 if the QTY is between 21-40
1
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under review
5
Language Based Pricebooks
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.
0
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
1
2
Price Book Rule Criteria
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?
0
2
Add "Manual Entry" option for Deal Amount
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.
0
3
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