quote•hapily

An outcome of a rule should be able to set payment options like ACH or credit card. Ie, if customer is in great britain only allow ACH payments.

In the quote acitivty we should be able to log customer activity on the quote, time they viewed it etc.

As a quote hapily admin, I want to be able to have my approvers fill out a form during the approval flow on why they approved, structured feedback on specific fields for the rep if they arent approving, and to ensure they reviewed each item. Ex: checkboxes for - "Confirmed measurements" "Checked shipping address" "Confirmed membership active" Prior to marking a quote approved or rejected.

As a SaaS customer I do renewals each year and I want to automatically increase the price of all line items on my quote using a rule by a specified % ex: I want to increase whatever the last contract was by 5% if a customer is happy, 3% if a customer is mid, and 0% if they are mad.

quote•hapily supports a single taxable location today. We have multiple taxable locations, and need to be able to reflect that in order to get accurate quotes.

Sales teams need to sell prorated line items — for upgrades, mid-term add-ons, etc. The Net Price, MRR, ARR, and TCV should reflect the prorated amounts as well.

Allow HubSpot + Avalara customers to use avalara tax calculations when building a quote.

It would be great if we could apply functions to properties for roll-up calculations for Quote Rules (similar to Roll-up Properties in HubSpot) For example: Line Items that have a Product Type of X AND SUM to a value of $5,000 or greater. This is a must for those looking to create rules for handling an organisation's Discount Rules based on the quoted value by line item categorisation.

Replicate my HubSpot folder structure.

This is more of a comment, but it would be a sweet feature if you could edit object properties (deal, company, etc.) directly from within the quote create module itself. Many of the restrictions or items that would trigger an approval are based off deal or company properties. You have to leave the quote module to update that.