Taking a down payment or deposit

[FOffice]

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

[SKhetan]

Unfortunately it can't be done via portals directly yet, but if customers reach out to the support or email me- I can grant them access. 

[SSRenovations]

Grant me access please

[MWilliamson1]

Hi SKhetan,

I have been looking for this exact functionality - provide a fully priced Quotation with the option to pay a deposit on signature.  I'm a right in thinking there's a Beta we could take advantage of? We're one of your strategic accounts so would love to explore this if possible please.

Thanks,
Matt

[SKhetan]

Hey Matt, thanks for reaching out. I will send you an email to get you all sorted for this 🙂

[samrhoff]

Hey! I would love to get access to the beta. I am evaluating if I continue using Hubspot or switch CRMs, and the inability to take a deposit is very important to me. Thanks!! Could you add me to the beta please?

[BMason1]

Do we have any updates to taking a deposit inside the quoting tool?

[SKhetan]

Hey Bryan,

Taking deposits from quotes is still not publically available, but I am happy to ungate you if it works for your use case. I will send an email out to discuss this further & assess if it will work for you!

[CBruce6]

We would like to try this.

[JackieLalley]

Hello! We've been wanting this for a while and didn't see this in the community until today - I am sending a quote to a customer this morning, is it possible to ungate it for me today? Sorry for the rush!

[SKhetan]

hey jackie, I'd be happy to ungate you. Can you share the portal ID that you want to be ungated on?

[JackieLalley]

Fabulous and thank you for the quick response! It is 273929.

[SKhetan]

Hey BMason,

We launched this feature in beta last year, but wanted to iterate on it to help collect all the installment payments, rather than just deposits before we launch it for all customers. I am happy to ungate you for deposits and discuss some of the manual workaround to collect all the payments. 

[kvlschaefer]

Hi @BMason1,

Thanks for reaching out!

@SKhetan - Would you have any information you would be able to share with @BMason1?

Thank you!

Best,

Kristen

[bendonahower]

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.

[SKhetan]

Hey Ben, 

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

[RobinSmoot]

Any updates on this feature?

[SKhetan · Accepted solution]

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. 

[grant_growup]

I just started using the new quotes tool. Deposits are no longer available. We have been uisng this functionality since the beta was released and are now paying for commerce hub and have lost this funtionality. Any ideas when this will be solved or for suitable workarounds would be much appreciated

[KCooley4]

Hi SKhetan,

Our business model also utilized deposits. Can you share more about this new feature and allow us access? Thanks!

[AvanderSmagt]

Hi,

Could I please have access to this early release as well? It would remove lots of instable custom development.

Thanks , Axel

[AYanuarsia]

Hi SKhetan, can you please include me on this? Thanks.