Displaying CRM Products on Your Quotes and Invoices

When you create a deal using products in your CRM, Paycove syncs those products and their information to be used in quotes and invoices.

If you are using Hubspot, be sure to check “Enable Hubspot Products” in your CRM settings

Then go to products and import CRM products. You will see all your products listed here with the most recent at the top. On this page you can also set product specific taxes that will override your default tax rate, and you can sync your product with a Stripe plan to create a subscription

Within the deal in your CRM you can edit fields such as price, quantity, and discounts. Changes to these traits will sync with Paycove.

You can edit how your products are displayed in templates or in individual quotes or invoices. Click “Edit” next to the Products heading.

In the edit section, you can select which product fields you would like to appear on your invoice and how you would like them labeled.

Similarly to how you would edit the display of your one time products, you can edit which fields display for recurring subscriptions on your quotes and invoices.

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