quote•hapily

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.

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.

As a QH Admin, I'd like to be able to bulk add products into Collections

As a QH Admin, I'd like to show products that will be billed in the future EX: I have an annual product on the quote with a 3-year term. I want to show the amount per year due for the 2nd and 3rd year The quote builder shows this correctly but the qh_advanced_line_items module does not show this in the fute

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.

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

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.

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.