Great minds think alike

We desperately need this feature for payment links. Not just for quotes.    ...read more

If a user has a payment plan subscription, e.g. $50/mo for 6 mo, and their payment fails at some point, currently only one automated email is sent. We want to send several reminder emails before canceling their subscription. We can send the emails using a subscription workflow, but there's no way to include the "update payment method" link in those emails. So there's no call to action. The user would need to look back in their inbox for the automated payment failed email from Hubspot and click that link. Or reply to the email and ask us to send them the link.   Additionally, the update payment link should be *viewable* by Hubspot users. I should be able to see it, copy and paste it into a text message or an email or anywhere else. Right now I can only request Hubspot to send it directly to the user. ...read more

The current quote functionality requires a signature before payment; however, we'd love the ability to reorder this and require payment before signature.   If you could add the ability to simply reorder the two steps, that'd be great!   Thank you. ...read more

Our quotes (contracts) are from a B2B perspective and are not for one-off or individual line items, but rather agreeing to order X, Y, Z products within the agreed-upon pricing over the course of being our client. Let's say our product is then ordered 20,000+ times over the course of their contract.    Within those 20,000 orders, sometimes we need to issue credit memos (refunds) for individual orders based on technology issues, etc. I would like to be able to issue a refund for a specific order/amount vs. what is identified on a quote.   Thanks,   ...read more

I know through the payments tool we can issue refunds but I would like to be able to report on the number of refunds and refund amounts that have been issued and the refund reasons within a certain time frame. (i.e. we issued $5,000 in refunds YTD) ...read more

The set your own price feature is really cool!  What would be even better is the ability to set a minimum.  Pay what you want (minimum $25).  Or whatever the set minimum amount is. ...read more

We would like the ability to reverse charges shortly after a payment has been made to avoid the credit card fees like how it can be done in Stripe: Some refunds—those issued shortly after the original charge—appear in the form of a reversal instead of a refund. In the case of a reversal, the original charge drops off the customer’s statement, and a separate credit isn’t issued.    This is helpful for testing on our own cards and if a customer used the wrong credit card or requests a reversal. ...read more

We are huge fans of Hubspot payments but we can't use it.  The reason - payouts take too long (3 days) and as product retailer, we need to validate payments before shipping. Shopify does payments the same day Authorize.net does them within 24 hours. Our promise is to ship in 1 business day.  We can't validate payments because they dont' come for 3 days.  Its a pity becuase the product is great and super easy for our phone sales reps.     I suggest you consider if this can be changed.   ...read more

It would be very useful if there is a option for us to share the Terms and Conditions with the customers on the Payment link. The Terms and Conditions checkbox should also be there for the customers to show their consent. The customer should only be allowed to make the payment only if he/she agrees to the Terms and Conditions. And once they agree and pay for the product, along with the receipt the payment confirmation email should share an attachment of the Terms and Conditions.   For now, we have to add a required Contact property (and for this property to show on the Payment link it should be under the Contact Information group only) on the payment link. We cannot make that property a hyperlink , so we have to add the hyperlink under the Checkout section. And after all this , we have to send the Terms and Conditions as a plain text email because Hubspot does not allow attachments on the email send action of the workflow.   The Terms and Conditions feature is required for any product sale and it would be great if this functinality comes in built with Hubspot Payments.    Thank you. ...read more