Hello everyone! This idea serves to help all serviced-based companies currently using HubSpot.
Lets be honest, the quote system HubSpot has to offer is awesome. Clean and professional format, product/service details, and even a Stripe integration helps avoid separate payment platforms. My only qualm?
We currently utilize a deposit system for our clients to secure services. Each service requires a $200 deposit that goes towards their total balance. For many bigger ticket item service companies, it can be difficult for clients to pay the full balance upfront.
I'm proposing the idea for quotes to include all of the prices, fees, discounts, etc., but at the same time, allow for clients to pay for a given amount. If we're using our company as an example, their total is $3,000 and they have two services ($400 deposit), they are given the option to pay the deposits and not the full-price.
I believe that would be extremely helpful for the many service-based companies that use HubSpot! I look forward to hearing how this may be possible. Thank you for your time!
@DanielDJ the ability to quote a payment schedule will definitely be available in Australia, which will be our first release, but payment collection features will be limited to US for 2022. That said, we're working toward enabling non-US payments ASAP.
Wonderful - I'll DM you both!
Hey folks! My name is Ethan, I'm a PM in our Commerce group (which owns Quotes), and we're putting the finishing touches on a feature that should (1) make it easier to quote a payment schedule (or installment plan, or segmented payments - whatever you choose to call it), as well as collect payment for the initial piece of that plan (e.g. a deposit).
Would anyone be interested in looking at our mockups and giving me some feedback? I would welcome your questions or suggestions on how the feature should work. Just DM me here on the Ideas forum and I will respond as promptly as I can with my Meetings link.
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