Hello, I'm trying to create my first quote, but the wording "Starts on effective date" appears under every product in every line item. That wording doesn't make sense since it's a one-time product they are purchasing and we are shipping to them Beitrag ansehen
Hi @InnovativH and welcome, we are so glad to have you here! 🧡 Thanks for reaching out to the HubSpot Community! Are you using the "Recurring ...Beitrag ansehen
Hi y'all, One of my clients is looking to use custom-designed quotes in HubSpot so they can maintain their existing look and feel. Their previous quotes were almost brochure-like and included accessories as well as up- and cross-sell suggestions. Beitrag ansehen
Hi @RichardRetail25 , I hope that you are well! Great question, thanks for asking the HubSpot Community! You should be able to embed images with...Beitrag ansehen
There is misleading verbiage directly under Heading 4 (H4) that says "formatting of the line item names." However, it doesn't actually change anything about the line item names and after talking to HS Support, they said the line item name font cann Beitrag ansehen
Hi @CRoses and thanks for sharing your valuable feedback! For new feature suggestions, I'd recommend first to search and check if this idea is a...Beitrag ansehen
We are a software company and are looking to start to use Hubspot Subscriptions. We currently do subscription management manually and think that we can improve our process flows by moving to subscriptions. We use Hubspot as our CRM/Sales tool, a Beitrag ansehen
Hi @IClarke1
Thanks for sharing the full context again — this is a really well thought-out architecture, and you’re bumping into a very real l...Beitrag ansehen
Hey fellow HubSpot users! I’ve set up a HubSpot landing page form to feed leads directly into my CRM, but lately, there’s a 10-15 minute delay between someone submitting the form and the lead appearing in the CRM. I’ve double-checked the form’s Beitrag ansehen
Hi @Vic hi @NaProxy , Thanks for the question and tagging me. Curious beofre digging deep what HubSpot plan are you on? and are you using HubSpo...Beitrag ansehen
Hi there ! We have a major data attribution challenge: A client can order from us multiple products from multiple partners. Like: Client Alpha 1000 product A (1$) from supplier 1 2000 product B (1$) from supplier 2 Client Beta 1000 Beitrag ansehen
Hi @MatthieuDumont . Have you tried to add a custom “Supplier Company ID” property on line items and using a single custom report that groups r...Beitrag ansehen
We recently purchased 1 Commerce Hub Professional seat but it isn't fit for purpose. We purchased it so that a sales rep could send out a quote and use the native e-signature functionality to get the quote signed. (With the intention of standar Beitrag ansehen
I have approximately 5 or 6 different payment links. I created another one today. Everything was working fine. When i clicked on one a few minutes ago, its says its not working. The only think I have done today was create that new link and go int Beitrag ansehen
Hello, we need to list our products on our website for sale. How do we implement either "buy now" buttons or integreate our products listed on hubspot into wordperss (woocommerce or something else). Why doesn't HubSpot have product embed codes for e Beitrag ansehen
I'm a Partner that's had some big issues with the new Quote builder transition: You cannot limit what line items details are presented Cannot edit the Parties module defaults or remove the module Creating a Quote presents all template editing op Beitrag ansehen
Thanks for sharing your experience — the transition definitely hasn’t been smooth for many of us. The lack of control over line-item visibility, the ...Beitrag ansehen
Hi all I'm facing a problem with "Legacy" Quote tool where I can't customize price for Line Items. To be specific: I have built custom quote with custom calculations so template display correct data but on the step when users add Line Items The Beitrag ansehen
Hi @JChmielak and thanks @chighsmith for the tag!
HubSpot is opening more flexibility for using calculation properties, but you cannot chan...Beitrag ansehen