quote•hapily

As a QH Admin, I'd like the ability to enforce e-signature on all deals or as an 'Outcome' for a quote rule.

I'd like to store the date when a quote is completed on the Deal record so I can use this for reporting and workflow triggering.

User Story: The client sells 100+ shoes or socks at a time with varying designs and sizes. Their goal is to: Show these differences in quantity across size and design on the final purchase order to manufacturing. Take into account the entire SKU( type of shoe ) ignoring size or design to calculate volume discounts by SKU. Ideally, this could be done via a Calculated Roll Up based on the SKU

Current terms library does not support hyperlinking but does support other types of formatted text

The quote builder window is too mall on a laptop screen for me to use. I want to be able to "pop out" the window to a new tab so I have more real state.

Sales teams need to sell prorated line items — for upgrades, mid-term add-ons, etc. The Net Price, MRR, ARR, and TCV should reflect the prorated amounts as well.

It would be great if we could apply functions to properties for roll-up calculations for Quote Rules (similar to Roll-up Properties in HubSpot) For example: Line Items that have a Product Type of X AND SUM to a value of $5,000 or greater. This is a must for those looking to create rules for handling an organisation's Discount Rules based on the quoted value by line item categorisation.

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

Prices should be able to be set for products in a price book. Allow users to set percentage discounts and unit discounts relative to the default price in HubSpot.