quote•hapily

Have a customer who is looking to have renewal quotes automatically generated for them. They're a SaaS company with multiple products. So looking to: --Generate a quote based on their current subscription --Factor in any changes to there subscription during the current period (e.g., added a new product halfway through) --Account for any renewal adjustments (e.g., discounts that reduce in year two) --Autosend that quote to the appropriate contact

As a QH Admin, I'd like to disable the ability for Sales reps to edit the comments and purchase terms sections on the quote builder.

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.

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

The "Request Quote Approval" workflow names specific users. But when those users go OOO, we need to be able to easily send their approval requests to a backup.

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.

Notify approvers via Slack that they need to review a quote for approval.

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.

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

As a QH admin, I'd like to be able to use similar HubSpot functionality to have conditional properties on a product (within a price book) Ex: For a specific shoe SKU, we can only sell specific sizes or styles