クリエイティブな才能を開花させよう

I understand of course that some guardrails must be in place to ensure that the emails remain strictly transactional (as opposed to promotional), but it would be great if there were some way to customize the email receipts that our users receive based on the payment they've made.   For example, I work for a small nonprofit and we are weighing whether to use HubSpot Payments to receive donations via ACH. We are currently using HubSpot Payments to receive application fees. For a donation payment, I would want to be able to customize the email with tax-deductible information alongside some brief copy thanking the user for their support. And of course, I would not want that same copy to be in an email receipt for an application fee.   I know that I can achieve the same result in some way by setting up a workflow automation that would deploy an email after the payment has been received. However, we don't have the transactional email add-on since we don't have a big enough use case to justify the cost, and I don't want the user's marketing contact status to affect whether they receive the more helpful follow-up or not. And, of course, we can follow up manually after the fact, but as a small nonprofit, the more automation the better.   The less software the better, too — we are trying to avoid purchasing a fundraising-focused CRM since the combination of HubSpot and Fundraise Up covers most of our needs.    Thank you!  ...その他を表示

Can we have approval processes for the quotes based on the % of total discounts?    ...その他を表示

It would be nice if the Stripe payment module that exists in the USA could be deployed in France so that we could accept payments on a website. ...その他を表示

Some users are located outside the USA and may not have access to the HubSpot payments tool or the built-in Stripe payment processing. To cater to their needs, it would be helpful to have the option of importing payment records for reporting purposes. This would ensure that everyone can effectively track and manage their payments ...その他を表示

I would love to be able to use the HubSpot subscriptions for quotes that are signed for a subscription product type, even if the payment does not come directly into HubSpot. Rather than relying on the payment being received to start the subscription, you could just start it manually. Rather than rebuild a susbcription management system in our application, I would love to use the API to take advantage of the subscriptions that we are already managing and tracking in HubSpot, however not all customers pay the same way and because it is only limited to quotes where the payment has been received via Hubspot, we end up getting an incomplete view of our active subscriptions.  ...その他を表示

Currently all payment links are created with "app.hubspot.com". I'd like to be able to have a branded payment link for a consistent experience. ...その他を表示

It's strange that there is no payment description field on payment forms. If we want to embed a payment form on our website, we can't tell the invoice number they're paying for. That makes it difficult for our finance department to match payments to invoices. What's especially frustrating is that there's a description column in the payment details and reconciliation reports! But only the Stripe payout has a description provided.    Payment Details Report showing description column. Payment Reconciliation Report showing description column ...その他を表示

I am working on implementing HubSpot for my client. I was looking at using the Payment Schedule feature on Quotes, but it seems you cannot use that at present if you have recurring Line Items on your Quote. Is this going to change in future? It would be very helpful to also see the monthly payment plan for a customer who is purchasing both one-off and monthly services. ...その他を表示

Currently, all payment information is being stored in the contact property and there isn't an option at this time to do a Payment property.    Have the custom properties that we as users have added to the payment link also appear in the payments tab or have an area where we can see said properties and have it attributed to which client entered the info from the payment link.   As a result, this would make all the relevant information about payments easier to view.     ...その他を表示