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.

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 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.

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 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.

Similarly to how HubSpot handles decimal values on the 'Term' property, I'd like hapily to auto round up/down based on the value after the decimal point (>.5 = round down) (<0.5 = round up) to ensure the Term is a whole number.

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 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