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EMarsh8
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Member since ‎Dec 5, 2022
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Emma Wilkinson

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batta on May 24, 2023
Can i remove payments from quote letters?
We would like our quotes to be sent to our clients without the payments ("Pay Now") section. Just like I can hide other sections on the quote template, how can i hide the payments section, it is simply not needed. I don't even have Hubspot payment s read more
Reply Discussion CRM Deals Payments Templates
0 upvote
2 Replies
EMarsh8
Participant
August 16, 2023
Is it possible to customize the options for payment on a quote? (ex. I want Stripe to be the only option and I want to disable "hubspot payments" fro...read more
MEkarna on August 22, 2022
Hide payment option from Quote templets
I would like the possability to hide Payment from Quota templet since we don't handel payment this way. Right now it is up to the user to remove this when they create a quote for a client and this is not perfect I think.
Reply Idea Payments
21 upvotes
10 Replies
EMarsh8
Participant
August 16, 2023
I have a similar issue but only want to have the option of "Stripe" under payments and remove the "Hubspot Payments" option...is this possible or not...read more
EMarsh8 on December 05, 2022
Want to send reps a notification when contacts from same company complete sequence
I have a rep that has requested to receive a notification/email when all the contacts within a company have completed a sequence. Is there a way to do this with a workflow that would distinguish contacts from the same company? For example: rep enrol read more
Reply Discussion
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