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batta
Member

Can i remove payments from quote letters?

SOLVE

We would like our quotes to be sent to our clients without the payments ("Pay Now") section. Just like I can hide other sections on the quote template, how can i hide the payments section, it is simply not needed. I don't even have Hubspot payment setup.

 

I have some html & css skills, is there somewhere where I can even edit the base.html that forces the inclusion of the section on the quote letter?

0 Upvotes
1 Accepted solution
HFisher7
Solution
Guide | Elite Partner
Guide | Elite Partner

Can i remove payments from quote letters?

SOLVE

@batta - It isn't possible to remove the payment module from the quote template but when you are creating you quote, once you have navigated through to the 'Signature & Payment' tab, select 'No payment' on the left handside of the screen to remove the 'Pay Now' button. 


Resource: Create and share quotes


Hannah Fisher
CRM Platform Consultant @ Elite HubSpot Partner BabelQuest
Unlock the potential of HubSpot

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2 Replies 2
HFisher7
Solution
Guide | Elite Partner
Guide | Elite Partner

Can i remove payments from quote letters?

SOLVE

@batta - It isn't possible to remove the payment module from the quote template but when you are creating you quote, once you have navigated through to the 'Signature & Payment' tab, select 'No payment' on the left handside of the screen to remove the 'Pay Now' button. 


Resource: Create and share quotes


Hannah Fisher
CRM Platform Consultant @ Elite HubSpot Partner BabelQuest
Unlock the potential of HubSpot

Did my post help answer your query? Help the Community by marking it as a solution
EMarsh8
Participant

Can i remove payments from quote letters?

SOLVE

Is it possible to customize the options for payment on a quote? (ex. I want Stripe to be the only option and I want to disable "hubspot payments" from being an option on the quote)