Enabling quote payments

Let buyers pay when they accept a quote by turning on payments in Quote Builder settings.

Overview

With quote payments enabled, buyers can pay at the moment they accept a quote — a deposit or the full amount — instead of waiting for a separate invoice. This shortens the gap between “yes” and “paid” and gives you a cleaner finalization step. Quotivity processes payments through your existing HubSpot Payments or Stripe setup. Payments are off by default; you turn them on in Quote Builder settings.

Prerequisites

An Admin role in Quotivity Studio
Your HubSpot portal set up to process payments — either HubSpot Payments or a connected Stripe account as your payment processor

Steps

Open Settings. In Quotivity Studio, go to Settings and choose the Quote Builder tab.
Find the Additional Options group. Look in the Quoting Settings section.
Turn on Enable quote payments. Check Enable quote payments.
Confirm your change saved. Settings save automatically. Buyers can now pay when they accept a quote.

Examples

A team that requires a deposit before work begins enables payments so buyers pay at acceptance, removing a manual invoicing step.

Tips

Payments collect during the buyer’s finalization step, right when they accept — see how that fits the bigger picture in The quote lifecycle explained.