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契約で更新見積もりを作成する

customersupport@hubspot.com (HubSpot Support) — Tue, 23 Jun 2026 03:15:01 GMT

A Revenue Hub seat is required to create renewal quotes.

Super Admin or Edit permissions for contracts are required to create renewal quotes.

サブタスクを使用する

customersupport@hubspot.com (HubSpot Support) — Tue, 23 Jun 2026 03:14:36 GMT

Create subtasks to track multiple steps under a single project task. Subtasks use the same task properties as main tasks and can be created and managed from the Tasks card on a project record or from the projects index page in Gantt view.

今後の請求に備えて支払い方法を保存

customersupport@hubspot.com (HubSpot Support) — Tue, 23 Jun 2026 03:14:24 GMT

Once you have set up Hubspot payments or Stripe as a payment processing option, you can store buyers' payment methods at checkout for future charges. Store multiple payment methods for buyers so you can charge the correct payment method for each purchase.

HubSpotの決済機能をセットアップ

customersupport@hubspot.com (HubSpot Support) — Tue, 23 Jun 2026 03:13:53 GMT

Super Admin or Manage payments and subscription permissions are required to set up HubSpot payments.

HubSpot payments is HubSpot’s built-in payment processing option that enables you to collect one-time and recurring payments through invoices, payment links, and quotes, legacy quotes, and subscriptions. It's available to companies based in United States, United Kingdom, and Canada, and enables you to collect payments through credit/debit cards, Apple Pay, Google Pay, and bank debits such as ACH, SEPA, PADs, and BACS.

ヘルプデスクを設定

customersupport@hubspot.com (HubSpot Support) — Tue, 23 Jun 2026 03:13:38 GMT

The help desk workspace is a central location where your team can manage tickets across channels. Connect chat, email, form, calling, custom, WhatsApp and Facebook Messenger channels to consolidate your support process in one place.

契約書を表示して管理する

customersupport@hubspot.com (HubSpot Support) — Tue, 23 Jun 2026 03:13:12 GMT

Use contracts to track and manage agreements associated with quotes in HubSpot. Contracts are the centralized source of truth for committed revenue in HubSpot.

契約の変更見積もりを作成する

customersupport@hubspot.com (HubSpot Support) — Tue, 23 Jun 2026 03:12:57 GMT

A Revenue Hub seat is required to create change quotes.

Super Admin or Edit permissions for contracts are required to create change quotes.

見積もりテンプレートを作成

customersupport@hubspot.com (HubSpot Support) — Tue, 23 Jun 2026 03:12:27 GMT

To create and manage quote templates, you must have an assigned core seat. Quote templates can only be used in accounts with Revenue Hub Professional or Revenue Hub Enterprise.

Super Admin or Manage quote templates permissions are required to create and configure quote templates.

Dispute中の支払いを管理

customersupport@hubspot.com (HubSpot Support) — Tue, 23 Jun 2026 03:12:13 GMT

Super Admin permissions are required to dispute payments.

If a buyer disputes a payment, you can track and manage the dispute directly in your HubSpot account. From the payments record, view the status of each dispute, upload supporting evidence, and respond to requests from your payment processor. You will receive email notifications throughout the dispute process, and you can access the full history and details from the payment record. Learn more about the dispute resolution process.

コンタクトレコードおよび会社レコードで購入製品を表示

customersupport@hubspot.com (HubSpot Support) — Tue, 23 Jun 2026 03:11:47 GMT

By adding the Product history card to the middle column of your records, you can quickly view information about the products a customer has purchased.