topic Re: Quote Templates and Personalisation Tokens in CMS Development

topic Re: Quote Templates and Personalisation Tokens in CMS Development https://community.hubspot.com/t5/CMS-Development/Quote-Templates-and-Personalisation-Tokens/m-p/403027#M20746 Hey there, Hi <a href="https://community.hubspot.com/t5/user/viewprofilepage/user-id/150950">@tanyaunangst</a> I believe a game of telephone basically happened causing some context to get lost in that email. I've reached out to the CSM to find out where they were given that information. I apologize for the confusion this has caused.  To my knowledge no additional fields have been added to the template data. As for how you can "view" it and the structure of that data, here is the template_data object with mock data:   <LI-CODE lang="javascript">{ "hubspotBaseUrl": "https://api.hubapi.com", "quote": { "id": 1, "hubspot_owner_id": "1", "hs_all_owner_ids": "1", "hs_created_by_user_id": "1", "hs_updated_by_user_id": "1", "hs_lastmodifieddate": "1/1/20", "hubspot_owner_assigneddate": "1/1/20", "hs_createdate": "1577898314000", "hs_expiration_date": "1609434314000", "hs_title": "Sample quote", "hs_template_type": "PROPOSAL", "hs_proposal_domain": "1.hs-sites.com", "hs_proposal_slug": "sampleSlug", "hs_proposal_template_path": "cms-proposals-theme/quote__simple.html", "hs_quote_amount": "$100", "hs_timezone": "US/Eastern", "hs_currency": "USD", "hs_language": "en", "hs_locale": "en-us", "hs_public_url_key": "0123456789abcdef", "hs_discount_display_style": "Fixed", "hs_terms": "Sample terms", "hs_comments": "Sample comments", "hs_sender_firstname": "Firstname", "hs_sender_company_name": "HubSpot", "hs_sender_company_image_url": "https://api.hubapiqa.com/avatars/v1/signed-uris/1CmcKFwgEEhNzbGVlcHlzaGVlcC53ZWJzaXRlGJmI4PYFIJyrMyoaYnJhbmRpbmc6YXBpOndlYjp1cy1lYXN0LTEyJjI2MDE6MTg0OjQwODA6NGZjMDpjY2VhOjc2NzA6NGQyMjphZjFhEhkA-NPq9tzonI3OpA087XM8Z2BgzO0mPYq6", "hs_status": "APPROVAL_NOT_NEEDED", "hs_primary_color": "#425b76", "hs_quote_number": "20200101-00000001", "hs_payment_enabled": true, "hs_esign_enabled": true }, "quoteAssociatedObjects": { "company": { "id": 1, "name": "Sample company", "domain": "example.website", "city": "San Francisco", "state": "California", "zip": "90000", }, "contacts": [ { "id": 1, "firstname": "First", "lastname": "Recipient", "email": "firstrecipient@hubspot.com", "phone": "12354678981" }, { "id": 2, "firstname": "Second", "lastname": "Recipient", "email": "secondrecipient@hubspot.com", "phone": "12354678982" } ], "lineItems": [ { "createdate": "1/1/20", "hs_position_on_quote": "0", "id": 1, "name": "First sample line item", "description": "About first sample line item", "price": "1005", "discount": "5", "hs_cost_of_goods_sold": "10", "hs_margin_tcv": "990", "hs_margin_acv": "990", "hs_margin": "990", "hs_tcv": "1000", "hs_acv": "1000", "amount": "1000", "quantity": "1", "hs_line_item_currency_code": "USD", "tax": "10", "hs_lastmodifieddate": "1/1/20", "hs_created_by_user_id": "1", "hs_object_id": "1", "hs_updated_by_user_id": "1" }, { "createdate": "1/1/20", "hs_position_on_quote": "1", "id": 2, "name": "Second sample line item", "description": "About second sample line item", "price": "105", "discount": "5", "recurringbillingfrequency": "monthly", "hs_cost_of_goods_sold": "10", "hs_margin_tcv": "1080", "hs_margin_acv": "1080", "hs_margin_arr": "1080", "hs_margin_mrr": "90", "hs_margin": "90", "hs_tcv": "1200", "hs_acv": "1200", "hs_arr": "1200", "hs_mrr": "100", "amount": "1000", "quantity": "1", "hs_line_item_currency_code": "USD", "tax": "10", "hs_lastmodifieddate": "1/1/20", "hs_created_by_user_id": "1", "hs_object_id": "1", "hs_updated_by_user_id": "1" } ], "contactSigners": [ { vid: 1, firstName: "First", lastName: "Signer", email: "firstsigner@hubspot.com", avatarUrl:"https://cdn2.hubspotqa.net/hub/99261937/hubfs/d40aadd5-d110-43f0-bf31-fb20ddb2128c.png/height=48/width=48" } ], "userSigners": [], "additionalFees": [ { name: "Tax", amount: 1000 }, { name: "Percent Discount", amount: 25, isPercentage: true, category: "DISCOUNT" } ] }, "totals": { "subTotals": { "monthly": { "subTotal": 100, "discountSubTotal": 5 }, "one_time": { "subTotal": 1000, "discountSubTotal": 5 } }, "total": 1100 } }</LI-CODE>    In there you will see company data. That data comes from the quote wizard on this step: <img src="https://community.hubspot.com/t5/image/serverpage/image-id/36956i20810F540AD0E629/image-size/medium?v=v2&px=400" role="button" title="Screen Shot 2021-01-25 at 6.17.51 PM.png" alt="Screen Shot 2021-01-25 at 6.17.51 PM.png" />   That data comes out  accessible through template_data.quoteAssociatedObjects.company (or the COMPANY variable that comes in the default version of the tempaltes if you are using that) in this form: <LI-CODE lang="javascript">{country=USA, city=Cambridge, num_associated_contacts=0, createdate=1611620216600, hs_num_blockers=0, days_to_close=0, hubspot_owner_id=12456994, first_deal_created_date=1601346743605, recent_deal_amount=500000, hs_created_by_user_id=1234823, num_associated_deals=1, state=Massachussetss, hs_all_owner_ids=12346994, hs_num_open_deals=0, zip=12355, address=1234 Spot Ave, closedate=1611620217326, recent_deal_close_date=1601348448018, hs_user_ids_of_all_owners=1234823, hs_target_account_probability=0.5476861596107483, hs_lastmodifieddate=1611620279289, hs_num_decision_makers=0, hubspot_owner_assigneddate=1611620216600, total_revenue=500000, hs_num_child_companies=0, hs_num_contacts_with_buying_roles=0, hs_object_id=5240393485, name=HubSpot, lifecyclestage=customer, hs_updated_by_user_id=1234823, id=512493485}</LI-CODE>  As you can see you can then do:  COMPANY.country = USA COMPANY.city= Cambridge COMPANY.address = 1234 Spot Ave COMPANY.state = Massachussetss COMPANY.name= HubSpot COMPANY.zip = 12355 Note that is not HubSpot's real address, you can tell because there's also an obvious typo. Tue, 26 Jan 2021 00:30:47 GMT jmclaren 2021-01-26T00:30:47Z