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?
May 24, 20237:22 AM - edited May 24, 20237:24 AM
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.
May 24, 20237:22 AM - edited May 24, 20237:24 AM
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.
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)