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wooglin
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Membre depuis ‎sept. 6, 2017
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  • Mentions J'aime ajoutées
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  • Mentions J'aime obtenues
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Brian Henciak

Successful entrepreneur currently building 2 businesses: Team Merchant and Paycove. Working with businesses to reduce merchant fees, transition to electronic billing and find the most secure and efficient ways to process inbound payments. I'm here to help.

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Résolues
paycove_rich le Octobre 09, 2019
How to get the value of the order the line items appear on a Hubspot deal?
Hello, Our customers at Paycove use Hubspot products to create invoices, quotes, and other documents. After our users add line items to a deal in Hubspot, they want the line items to appear in the same order in Paycove. We're currently pul Lire la suite
Répondre Discussion Deals
0 Mention J'aime
3 Réponses
wooglin
Participant
Octobre 10, 2019
Hey Wendy! Ok great! Your answer helped me realize that I can sort on the line item id that your API provides -- thank you! For explanation,...Lire la suite
hroberts le Juin 04, 2018
Recurring payments with Stripe integration
The Stripe integration currently only supports one time payments. It should also support recurring payments so it can be used for Quotes that include Products with recurring payments.
Répondre Idée Products & Quotes
34 Mentions J'aime
37 Réponses
wooglin
Participant
Mars 28, 2019
Just to chime in here, our Paycove tool is already developed and fully integrated with HubSpot now. We have none of these errors. I'm partial, of co...Lire la suite
JD1 le Mai 20, 2018
Automatic calculation of TAX (VAT) when creating quotes
Currently, we have to manually calculate the TAX amount when creating a quote. Ideally, we would set the TAX % and have the system automatically calculate the value (in the same way you can with a formula withing MS Excel). Benefits: Lire la suite
Répondre Idée Products & Quotes
172 Mentions J'aime
48 Réponses
wooglin
Participant
Août 15, 2018
I completely agree it should be a native integration, but it isn't. And Paycove does quite a bit more than just calculating VAT. It also automates th...Lire la suite
JD1 le Mai 20, 2018
Automatic calculation of TAX (VAT) when creating quotes
Currently, we have to manually calculate the TAX amount when creating a quote. Ideally, we would set the TAX % and have the system automatically calculate the value (in the same way you can with a formula withing MS Excel). Benefits: Lire la suite
Répondre Idée Products & Quotes
172 Mentions J'aime
48 Réponses
wooglin
Participant
Août 15, 2018
I completely agree it should be a native integration, but it isn't. And Paycove does quite a bit more than just calculating VAT. It also automates th...Lire la suite
dscalisi le Mai 23, 2018
Default terms for Quotes
Would be excellent to have Default Terms that Company admin can add to all quotes as standard so company not reliant on salespeople to add. I love my salespeople but as we all know not incredibly reliable with important details.
Répondre Idée Products & Quotes
91 Mentions J'aime
35 Réponses
wooglin
Participant
Juin 07, 2018
Hey guys, we're a payment processing company that created an automated quoting and billing tool that integrates with Hubspot. We would love to get yo...Lire la suite
hroberts le Juin 04, 2018
Recurring payments with Stripe integration
The Stripe integration currently only supports one time payments. It should also support recurring payments so it can be used for Quotes that include Products with recurring payments.
Répondre Idée Products & Quotes
34 Mentions J'aime
37 Réponses
wooglin
Participant
Mars 28, 2019
Just to chime in here, our Paycove tool is already developed and fully integrated with HubSpot now. We have none of these errors. I'm partial, of co...Lire la suite
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