quote•hapily

As a QH admin, I'd like to use a calculated pricing output to set the unit price of an item based on a value being between a specific range. ex: Set a delivery fee to $20 if the QTY is between 10-20 but set the fee to $40 if the QTY is between 21-40

As a QH Admin, I'd like to exclude specific products based on a condition such as the name NOT containing a specific value.

As a QH Admin, I'd like to use a quote rule to look for a specific association label on a contact that is associated to my deal to have them set as the default person whose signature is required.

Currently if I want to Add a Line Item, Set A Quote Template, and Set Terms if the Company = Enteprise, it would require multiple Quote Rules with the same Rules. Would be nice to have multiple outcomes.

Sometimes my clients want to put line items on deals without creating/publishing a quote, either as a way to estimate the size of the deal early on or because they need line items for revenue calculations/fulfillment but DON'T intend to actually quote/contract through HubSpot. Since the quote.hapily line items sidebar is/has been read-only, the only way to use the rules engine for line items is to create/publish a quote, since line items won't be created until that point. It would be awesome to be able to edit line items as a standalone extension, similarly to how HubSpot does it out of the box, just with all the quote.hapily goodness. EDIT 03.19.2025: Another reason that someone would want to be able to create/edit line items separately from the Quote builder UI is that they might want to use line item data to perform custom automation that they want to then feed back into the eventual quote (e.g. making API calls to calculate Shipping or Tax amounts from external sources). Requiring a rep to publish a quote that will never be sent to the client so that they can create line items that drive that process is confusing in lots of ways.

I want to be able to write a rule based on whether something is closing "this quarter" and have that be a dynamic value vs a fixed one.

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.

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.