Apply automatic tax rate based on country onto quote

Discussion in 'General' started by exceptionso, Aug 12, 2025.

  1. exceptionso

    exceptionso Well-Known Member

    Has anyone had any luck with natively applying automatic tax rate based on the country onto the quote using API? For example, deal is in AUD currency so the quote automatically has the GST applied and any other discounts can be applied separately.

    Line by line is cumbersome for the team as there are often multiple products on the quote. We often have quotes with discounts as well so we need to be able to apply the tax and the discount but don't want to rely on sales people to input the tax.

    This is one of the few features we require, we have looked into the quote integration tools but they have many features we don't need and hope to apply the features we want natively.
     
  2. LoganMcdaniel

    LoganMcdaniel Well-Known Member

    I had the same issue and found a workaround by syncing custom deal properties to the quote and using country-specific logic in workflows. It’s not perfect, but it works okay for now. Also, while setting up GST for Australian clients, I got some clarity by checking how lodgepro.com.au structures their tax handling—it gave me a direction to follow with HubSpot's limitations.
     
Loading...
Similar Threads Forum Date
How to apply frosted vinyl to a window by yourself: what temperature conditions are ideal? General Aug 2, 2025
Applying for a U.S. visa General Aug 1, 2025
Mistakes to Avoid When Applying for a Russian Visa General Nov 28, 2024
Rash on baby girls private part, what to apply? The First Year Feb 22, 2010
Applying Sunscreen The Toddler Years(1-3) Apr 26, 2009

Share This Page