Hi there! I’m using HubSpot Pro and trying to figure out the best approach for something.
Basically, I want to keep track of our service pricing somewhere in the system. Then when we create proposals with those prices and clients say yes, I need those exact rates to get stored on their contact record automatically so we can reference them later.
We already have our physical products set up through the Product Library using their API, but this is more about service pricing.
Any suggestions on how to make this work? Thanks!
Honestly, the product library works great for services too. I set up “products” for each service package with fixed rates. When deals close, HubSpot grabs the pricing automatically. Way easier than messing with custom properties and workflows. Just rename your products to sound service-focused instead of like physical stuff.
We built a quote template system in HubSpot’s documents tool. I keep all service rates in a central snippet library, then pull from those when writing proposals. The game-changer is using deal-based templates that auto-populate contact properties when deals hit closed-won. You get version control since updating master templates won’t mess with existing client data. I’ve used this for 18 months now - saves tons of time vs manually entering everything after each sale.
I’ve done this exact thing for two years now. Custom properties on deals and contacts are the way to go. I set up properties for each service type with pricing, then use workflows to auto-copy everything from deal to contact when it hits ‘Closed Won’. No manual entry needed and you keep full pricing history on each contact. Just make sure your deal properties stay consistent or the workflows break. Also throw in a date stamp property - trust me, you’ll want to know when rates were set when renewal time comes around.
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