Check out this awesome feature in HubSpot Quotes.
Specifically with HubSpot Payment Schedules.
You want to lay out the whole project schedules of payments.
Before this feature, you couldn't do that with HubSpot quotes!
But now you can clearly and easily lay out the schedule of payments.
Some requirements you need to know:
1️⃣ You need to be using the latest quote templates within your HubSpot account. AKA, you can't use the legacy templates anymore.
2️⃣ You can't use recurring line items.
3️⃣ You can't take the payment directly on this quote.
But those last two items will change in the future.
Here's to more clearly laying out payment schedules within HubSpot Quotes.
