# Creating a default payment schedule for all quotes

**URL:** <https://community.hubspot.com/t/creating-a-default-payment-schedule-for-all-quotes/90841>\
**Category:** HubSpot Ideas\
**Tags:** payments, products-line-items\
**Created:** [October 1, 2023, 10:28pm UTC](https://community.hubspot.com/t/creating-a-default-payment-schedule-for-all-quotes/90841 "2023-10-01T22:28:21Z")\
**Posts on this page:** 5\
**Page:** 1

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**Author:** ![JStocklinger](https://avatars.discourse-cdn.com/v4/letter/j/43a26b/32.png) [@JStocklinger](https://community.hubspot.com/u/JStocklinger)\
**Post date:** [October 1, 2023, 10:28pm UTC](https://community.hubspot.com/t/creating-a-default-payment-schedule-for-all-quotes/90841/1 "2023-10-01T22:28:21Z")

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Can you please add a feature to set default payment schedules for quotes so we don’t have to enter it in each time we send a quote.

For example, it sets the default schedule to three payments

Deposit (10% of total)

Start of production (40% of total)

Prior to handover (50% of total)

This would save the sales team a lot of time as they currently need to manually put in the same payment schedule for each quote.

Hope that makes sense!

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**Author:** ![CMontecino](https://avatars.discourse-cdn.com/v4/letter/c/bc8723/32.png) [@CMontecino](https://community.hubspot.com/u/CMontecino)\
**Post date:** [April 24, 2024, 9:07pm UTC](https://community.hubspot.com/t/creating-a-default-payment-schedule-for-all-quotes/90841/2 "2024-04-24T21:07:01Z")

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@hubspot Any update on this?

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**Author:** ![chrisbridges](https://avatars.discourse-cdn.com/v4/letter/c/73ab20/32.png) [@chrisbridges](https://community.hubspot.com/u/chrisbridges)\
**Post date:** [September 6, 2024, 6:28pm UTC](https://community.hubspot.com/t/creating-a-default-payment-schedule-for-all-quotes/90841/3 "2024-09-06T18:28:49Z")

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@hubspotbumping this to see if this is something that is possible or on the radar? It would greatly improve my companies automation and workflow.

Thank you,

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**Author:** ![MarketingMagpie](https://avatars.discourse-cdn.com/v4/letter/m/9e8a1a/32.png) [@MarketingMagpie](https://community.hubspot.com/u/MarketingMagpie)\
**Post date:** [September 18, 2024, 7:59am UTC](https://community.hubspot.com/t/creating-a-default-payment-schedule-for-all-quotes/90841/4 "2024-09-18T07:59:52Z")

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This would be even better if could do it at the quote template level so we could have different payement schedules based on team / portfolio / product line as some may work on different schedules but default it so sales don’t need to add it manually.

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**Author:** ![TRobins](https://avatars.discourse-cdn.com/v4/letter/t/94ad74/32.png) [@TRobins](https://community.hubspot.com/u/TRobins)\
**Post date:** [September 11, 2025, 12:59pm UTC](https://community.hubspot.com/t/creating-a-default-payment-schedule-for-all-quotes/90841/5 "2025-09-11T12:59:11Z")

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Currently, managing payment schedules in HubSpot is still quite manual.  
Here are two improvements that would make the process much smoother:

1️⃣ **Custom presets** : allow admins to predefine multiple types of payment schedules (30/70, 50/50, 40/30/30, etc.) and select them in one click when creating a quote.

2️⃣ **Default schedule in templates** : set a default payment schedule on each quote template, so that the right plan loads automatically depending on the template chosen.

👉 The result: fewer clicks, more consistency, and a real time-saver for both sales and admin teams.