HubSpot Ideas


Update Payment Schedules Via Workflow

It would be amazing to have the ability to update payment schedules via workflows.


For example, we have a custom property (dropdown) within a Deal with the the below options:

- One Time Payment

- 3 Monthly Payments

- 6 Monthly Payments


My team does not always use the quote tool. Therefore, forcasting with multi-month billing isn't accurate. If we could have the deal created via workflow, and the payment schedule updated via that same workflow - my teams wouldnt have to touch the quote tool.