HubSpot Ideas

MEkarna

Hide payment option from Quote templets

I would like the possability to hide Payment from Quota templet since we don't handel payment this way. Right now it is up to the user to remove this when they create a quote for a client and this is not perfect I think.

10件のコメント
bronte
メンバー

I totally agree, we are UK based so the payments tool isn't available to us yet. So we have to rely on the sales team to select no payment on the quote rather than just removing it completely.  

mfoldager
メンバー

Very much agree. Our billing structure is too complex to be supported in HubSpot, and it confuses our reps.

Elliotasr
メンバー

Totally agree. It's inappropriate for what we do entirely. This nees to be resolved ASAP.

Gudi
メンバー

I agree, we need to be able to remove it from the template.

AgaDuda
メンバー | Diamond Partner

are there any updates on this? 

TPScott
参加者

I agree. We need to be able to fully customise the quote template (including removing the payment and signature options) as this is irrelevant to our organization.

SujithKolaprath
参加者

This feature is long due...

JTedham
参加者

We also need this; HS Quotes are great, but this is a blocker. I suspect HS wants us to use their payment integration but it reduces functionality which I find irritating.

EMarsh8
参加者

I have a similar issue but only want to have the option of "Stripe" under payments and remove the "Hubspot Payments" option...is this possible or not yet, along with above requests?

SDiscepolo
参加者

Agree this function should be able to be toggled off in quote templates so that it can be used or not used accordingly.