We need to include the customers Billing and Shipping address on the quote so that they can verify if we have the correct address. I created a custom quote but do not see where I can add this. The other alternative is; is it possible for the customer to have fields on the quote that they can fill out so when the quote is signed, they can confirm or enter their billing/shipping address.
Hey @GPFlores15
To add this functionality to your quotes Kindly go through this article here: Configure your buyer checkout experience
- To require a billing address for credit card purchases, select the Collect billing address for credit card purchases checkbox.
- To collect your customer’s shipping address during the checkout process, click the Countries you ship to dropdown menu and select the checkboxes next to the specific countries. Then, select the Collect shipping address checkbox.
Let me know if you have any follow-up questions.
If you found our post helpful in resolving your query kindly mark it as an accepted solution!
Where does this billing address get saved?
Hey @JSzymkowicz9,
Thanks for following up here!
Re-tagging @Gaurav_Aggarwal for visibility and additional context!
Shane, Senior Community Moderator
Gaurav, this is done through the payments module. If we do not collect payments in HubSpot, how do we still implement the shipping address on the quote in a scalable fashion?
Hey @GPFlores15
this could be added by coding
but not with the module based template editor.
For the moment HubSpot quotes doesn’t allow you to have open field for the client to complete
but you can achieve this with 3rd party apps like Oneflow when you can add HubSpot fields completed and to complete (automatic sync into the CRM) and also have the signatures functionality .
Hope this helps
Agreed, we need to be able to add a Shipping Address…Companies have multiple locations.