The current version of CPQ quotes does not allow us to include a Pay Now button on the quote. Instead, it forces us to use an Accept quote button first, and once the quote is accepted, it then shows the customer a gray banner in the screenshot asking the client to Set up payment.
It should be possible for us to edit the text and the colours of the banner for payment? The orange colour is way off our brand colours, while the banner can easily be missed. Also we find that “Set up Payment” is not clear to make the customer understand they have to pay, or that this is where they can pay from.
It should possible to fully omit the accept quote button and replace it with a Pay button instead.
Hi @MXydia. Are you in the revamped Revenue Hub with the newer functionality in quotes? I don’t know that what you’re asking is possible with standard functionality, but the new rollout of Revenue Hub (fka Commerce Hub) includes some really cool customization powers.
The only other thing I’d suggest is to a) add this to the ideas & product features forum and b) if it’s not possible you may need a third party app + integration.
I know HubSpot is improving this area right now, so feedback is critical!
I agree. A direct Pay Now option would create a much smoother experience for customers. Being able to customize the payment banner text and styling would also help businesses keep the quote page aligned with their branding and make the payment step more obvious.