Pre-qualification preview
Upgrades and new offerings for every part of your revenue motion
This week’s roundup spans CPQ, billing, and payments. Custom Quote modules have officially gone live, Quote Rules are now open to public beta with a round of meaningful improvements, the invoicing loop just got a lot tighter for AST customers, and there’s even a brand new way to access working capital without leaving HubSpot.
Let’s get into it…
Access working capital, directly from HubSpot (Public Beta)
HubSpot Capital (powered by Stripe) puts working capital in reach from the same place you’re already managing your revenue.
Commerce Hub customers using HubSpot Payments or Stripe in the US and UK can now apply for financing directly in HubSpot — no bank visit, no lengthy application, no waiting around. Pre-qualified customers are identified automatically based on their payment history and can receive funding in 1–2 business days if approved.
Find the offer notification in Commerce → Payments, review your offer, adjust the amount with a slider, and submit your application. Repayments are automatically deducted from future transactions, so there’s nothing to manually track.
Close the invoicing loop for AST customers with Credit Memos (GA)
Merchants using automated sales tax can now create credit memos directly from AST-enabled invoices — something that wasn’t possible before. Tax is prorated automatically to the credited amount, capped at the amount originally reported, and reversed in the background without any manual calculation.
Watch the demo
This closes a meaningful gap in the end-to-end invoicing flow. Whether it’s issuing a partial credit, handling a return, applying a retroactive discount, or writing off a balance, merchants no longer hit a dead end the moment they need to make a correction. Credit memo numbers are now auto-generated too, removing one more manual step on every finalized credit memo.
Migrate legacy quote templates in a few clicks (Public Beta)
The Quote Template Migration Tool is now in public beta. Admins with access to both Legacy Quotes and Commerce Hub Quotes can now migrate a standard legacy template into Commerce Hub in a single flow — producing an editable Commerce Hub template and a migration report in one shot.
Watch the demo
If rebuilding quote templates from scratch has been the thing holding you back from fully switching to Commerce Hub Quotes, this is your unlock.
More guardrails, less friction: Quote Rules enters Public Beta (Public Beta)
Quote Rules are now open to public beta — and they’ve come a long way since private beta. Several improvements shipped alongside this launch:
- Quote Rule Templates: Common use cases are pre-built as templates so admins can get started without building formulas from scratch
- Cleaner formula editing: The rule editor is easier to read, update, and reuse
- Incompatible product graying: Reps see invalid product combinations clearly grayed out in the line item panel before they try to add them
- Inline feedback: Rule feedback now surfaces subtly within the editor, replacing the disruptive banners from before
The result is fewer quoting errors reaching the buyer, with less friction for the rep building the quote.
Watch the demo — Quote Rules setup & seller UX
Watch the demo — Preventing incompatible products
Note: Quote Rules are available for Commerce Hub Enterprise only.
Build any quote experience you can imagine with Custom Quote Modules (Now live!)
Custom-coded modules are now generally available to Commerce Hub Pro and Enterprise customers. After a successful public beta, admins, developers, and solutions partners can now build any custom, interactive element and embed it directly into quote templates or individual quotes.
That means full brand control, conditional logic, external data pulls, even capturing buyer inputs right on the quote — all without workarounds. Whether you need to swap terms and conditions based on company type, pull in product specs from an external database, or render a custom line item experience, the quote is now a fully extensible platform.
And with AI coding agents making it easier than ever to generate the underlying code, the barrier to entry has never been lower.
If you haven’t seen it yet, here’s the demo!
A few more Live releases from this week
Self-serve Stripe Subscription Migrations (Live): You can now migrate eligible Stripe subscriptions to HubSpot yourself — no support ticket, no waiting. Navigate to Settings → Payments → Payments Accounts, review eligible subscriptions, and start the migration. HubSpot automatically pauses the original Stripe subscription once the migration completes to prevent double billing.
External Payments and Multiple Stored Payment Methods — now Live: Both features from Roundup #5 have officially graduated to GA. You can now track payments processed outside HubSpot (checks, bank transfers, and more) and store multiple payment methods per contact for more flexible billing.