Great minds think alike

Can we have approval processes for the quotes based on the % of total discounts?    ...read more

Currently, our customers are not able to apply a discount code to a payment link in an embedded form. We'd love for this to change!   We use our form to collect information about our customers and collect a payment for a one-on-one information session. Having a payment link in an embedded form is essential for our business. ...read more

While the discount code functionality is great, the issue I have with it is when you create deals automatically using the out of the box functionality, the amount field is populated with the subtotal pre-discount code being applied. This creates the problem of inflating our revenue.  We can fix using a workflow for single payments, but it wouldn't work for subscriptions. I think populating the amount field with the actual revenue number would be much more logical.  ...read more

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. ...read more

It would be great to have the ability to integrate google tag manager on hubspot payments pages. Currently we don't have an easy way to pass conversion information to ad networks.  ...read more

When customers log into their portal, they should be able to access their tickets and payments. ...read more

Who (what type of role or team) is the feature for? This feature would be most usefull in accounting and billing envirnments where you need to process a-la-carte or delayed-start payments. What is their goal? The goal is to provide a more seamless way to process customer payments for smaller authorized orders without the customer needing to complete a payment link. For signed contracts that don't have a specific start date and you need to manually begin charging. What value will this add? This offers a greater ease of ordering for customers - some may authorize a payment over email or a recorded call. Billing departments have more flexibility for signed agreements with delayed start dates that are variable. Are there examples of other places or products who have this feature? We currently use quickbooks and it allows to save ACH and Credit Card information. PaySimple did similar but we no longer use it. Screenshots, pictures, drawings, process diagrams, are helpful. From Quickbooks: ...read more

Hi team,   It would be great if HubSpot admins had the ability to see some sort of audit log for payment links similar to how properties for objects have a log of their changes.   As of right now, there's no way to see who created or modified a payment link.   This would be a great help for ensuring proper change management. ...read more

Wish you had the ability to enter cash payments for quotes. Some institutions pay by purchase order which in turn results in a check being sent. No way to handle that in the system currently. This accounts for 25% of our client base. ...read more