Tips, Tricks & Best Practices

We are using the legacy quotes module and are struggling a bit with understanding best practise for handling multiple quotes in Hubspot. The end goal is to offer the customer multiple product packages to choose from (could be changes in quantity, b read more

Hi everyone, We’re currently refining our go-to-market strategy at our SaaS startup (hospitality tech) and I’d love to get your advice on our order-to-cash process using HubSpot. Here’s how it works today: Quote generation – We cre read more

Hello, I am trying to make an E-commerce experience in my app, and to link it to Hubspot, to keep track of it. So at first we were only doing subscriptions, so with a payement link, it was doable with only Hubspot. But now we want to implement some read more

Is there any reason why I should create a unique payment link per customer? Outside of the one-off unique pricing, generally speaking, all customers pay the same price. Is there something I'm not thinking of? Should I send a unique payment link (eve read more

I am new to HubSpot due to Stripe's lack of native product preadsheet import / export and bulk editing. Creating products in HubSpot is a breeze in comparison. My questions: Can payment links be automatically generated using the product da read more

Hello all, I hope the question is not too trivial for the community, but my search so far has not been successful: I am currently trying to create a 2 tier channel model in Hubspot. For this I need different discount levels or price categories f read more

Hey community, we are selling yearly licences to our customers based on number of users. During the year, if a customer wants to buy extra licences, we need to prorate the yearly price of the license = Yearly SKU price /365 * days until the end read more

I am looking to add transaction data from our ERP to Hubspot through manual upload, but do not know the best way to go about it. I have attached a screenshot of a sample file that we'll be uploading. At the highest of levels, I would like to b read more

Does anyone have advice on the best way to recognize and have customers be able to sign change orders? With the current HubSpot setup you have to either add those line items to the existing Deal and have all items appear on the change order or creat read more

Hi, I'm new to HubSpot and am just getting started. TL;DR can you filter a 1-1 association from contact to paid product using on-board tools? The task is to filter contacts in relation to line items (a product) of an active paid subscription read more

Hi, community. If you're using the Stripe Payment Processing integration, I want to bring your attention to a new service we're offering to help you bring all of your data to the HubSpot platform - Stripe Subscription Migrations. We heard loud an read more

Hello all, I am attempting to simplify the invoicing and payment process for our clients. All of our clients require a PO Number to recieve payment but they don't have it at time of invoicing typically as they need a price prior to getting a PO read more