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Question

Service Tab Update -Add items to proposal no longer available

  • April 28, 2026
  • 0 replies
  • 4 views

Leon Vigil

I noticed that we are no longer able to add individual items to a proposal, only services now? 

We cater charcuterie boards, so we have lots of add-ons/sizes. We often will have a client who wants to add on a smaller board with their order, and I’m not able to add any of our saved items anymore. We certainly have pre-built templates that we can use, but adding individual elements to these templates essentially reintroduces the problem. 

Customer support suggested I add each of the items we sell as a service; however, I cannot imagine this is in any way the best way to use this feature or practical for anyone using HB and sells individually items, not services. 

I feel as though this has added lots of dirty data, and created services that are not actual service offerings. 

What are your thoughts here?