quote•hapily can help your team create accurate quotes quickly by automatically calculating sales tax for your quotes, but there are some things you should know before turning it on.
quote•hapily adds an important missing feature to HubSpot Quotes by automatically calculating sales tax for your quotes, but this means your quotes may not be compatible with other HubSpot features. Continue reading to understand the implications of enabling this feature.
U.S. Sales Tax Only
quote•hapily only supports calculating United States sales tax. Other types of taxes aren't available.
Disables HubSpot Payments and Stripe Support
Enabling Automatic Sales Tax Calculations will disable the HubSpot Payments and Stripe payment options on the quote.
quote•hapily Signature and Payment Options
HubSpot Commerce Hub Incompatibility
HubSpot Quotes can be converted into Invoices or Subscriptions to facilitate payments. However, sales taxes calculated by quote•hapily won't be interpreted correctly in these objects.
Quote Template Changes
HubSpot's default Quote Templates won't display sales taxes calculated by quote•hapily. Upon installation, quote•hapily adds new Quote Templates that support the new sales tax properties. You will need to customize these new Quote Templates to match your brand and select them on new Quotes.
Enabling Automatic Tax Calculations
Visit the quote•hapily Admin Settings and click the "Taxes" tab.
Click the "Enable Automatic Tax Calculations" button, check the "I understand..." checkbox, enter your primary taxable address, and finally, click "Save":
