quote•hapily

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.

As a QH Admin, I'd like to allow my sales reps to be able to overwite the line item unit price, just like we can in HubSpot natively.

Sales reps need to be able to build multiple quote options that a customer can choose from and sign.

On occasions, we'd like to allow our customers to submit their purchase order onto the quote itself rather than using the form to capture the PO number.

When selecting options in a bundle i would like certain options to disappear/be unelectable based on the selections made in certain options. For example if im buying a macbook bundle If i select the nano texture display, I'd like to only show to memory options based on that choice instead of the 3 options i currently have to choose from. So standard display would have 2 memory option choices nano texture would only have 2 memory option choices

As a QH admin, I'd like the ability to bulk delete all products from a price book, rather than 100 at a time.

As a QH admin, I'd like to use quote rules that reference the value on the 'margin' property (calculated by hapily). In order to do so, it'd be ideal if this value were shown as a percentage, not a decimal.

My first quote template sent should have a "Quote ID #1" My tenth quote sent should have a "Quote ID #10" Etc.

This may be similar to Dynamic Line Items, but as a sales rep I'd like to use calculations to set a line item property other than the price. For example I want to set the "square footage" property with length * width.

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.