quote•hapily

Once a customer has approved a quote and the line items moved to the deal, we want to freeze that Deal. QUESTION TO THE COMMUNITY : What kinds of exceptions might come up? Leave specific fields open? (i.e. stages)

quote•hapily currently requires that sales reps install our Chrome extension in order to validate the quote against rules set for the organization. Users would like to create a HubSpot quote, validate it against their rules, send it for signature, and be able to collect payment — without a Chrome extension.

Depending on who the quote is sent to or which products are included in the quote, the contract or payment terms may need to be amended.

When a customer views a quote, hide the bundle header product that the quote line items are attached to.

Custom line items can be a problem. This enhancement would block users from creating custom quote line items.

Only send quotes through approvals processes if they meet certain criteria — exceed a certain deal amount, sold to a particular country, etc.

Automatically apply pricing based on complex models like volume-based pricing, tiered pricing, etc. Right now, we're thinking of this in similar terms to how Stripe models pricing.

Add VAT (or other taxes) based on the country the customer is in (or other criteria).

Create a bundle of products to be automatically added to a quote when the bundle header is added.

Automatically determine the correct sales tax for a sale (U.S.) and add it to the quote.