Taking a down payment or deposit

Has anyone found a way to process a 50% deposit with Hubspot payments/Quotes?

It’s not elegant, but we just send another quote and keep track of the
terms by creating a task to send another quote at another point in time.

Hey Ben,

I am excited to tell you that we have prioritized this feature & actively looking to solve this in coming months.

@SKhetan, I found this discussion because of this very need. If you need a beta user or tester for your development, please let me know.

Hi @EricPatrick hope you are doing well :slightly_smiling_face:

Thanks for sharing!

Best,

Diana

Any updates on this feature?

Hey RobinSmoot, your timing for the query couldn’t be better. We started a controlled rollout of the feature last week. I would love to include you if you open to testing it out for us.

I also have a current need and would love to be part of the controlled rooout fo the feature

I have a good use case to use for testing, relatively small group of people as well.

What an exciting update, @SKhetan!

Thank you for sharing :slightly_smiling_face:

Hello - just following up on this feature to take a ‘deposit only’, without having to create multiple quotes.

Hey KTillman, this feature is in beta with HubSpot Payments. Shooting an email to continue the conversation

Hey SKhetan, can I also please be added to this ASAP? jonah@eavesolar.com

I also need this feature. How do I gain access?

Hi @LFrazier46,

Thanks for reaching out!

This feature is currently in private beta according to @SKhetan’s latest reply. A member of the HubSpot Team would need to ungate it for you.

@SKhetan - Would you be able to assist with @LFrazier46’s query?

Thank you!

Kristen

I would be happy to help @LFrazier46 Can you share your emailID please, I will send all the details over an email & chat over there. Thanks

laurent.frazier@jetsetsuccess.com

Hi @SKhetan - Can you please set up time with me to learn how to do this? We desperately need this feature, and are very interested in learning how to do this.
Thank you.

Sent you an email Kasie, looking forward to chatting

Hi @SKhetan! We are a deposit-based business and LOVE hubspot. Any way I can get in on the beta test of the deposit feature? I am trying to avoid purchasing Pandadoc in order to do this because I want my staff to be using the in app features as much as possible. Thanks!

Hey Nelly,

Thanks for reaching out. I just ungated your portal & you should be all set! I will also send an email to get feedback after you have tried it. Cheers!