HubSpot Ideas


Creating a default payment schedule for all quotes

Can you please add a feature to set default payment schedules for quotes so we don't have to enter it in each time we send a quote.


For example, it sets the default schedule to three payments


Deposit (10% of total)

Start of production (40% of total)

Prior to handover (50% of total) 


This would save the sales team a lot of time as they currently need to manually put in the same payment schedule for each quote.


Hope that makes sense!

1 Reply

@hubspot Any update on this?