topic Re: Pass Custom Quote modules to UI when creating a quote for a deal in CMS Development

Pass Custom Quote modules to UI when creating a quote for a deal

NSchönherr — Tue, 27 Feb 2024 16:20:10 GMT

Hey, I want to pass some drop-down menus which change the Text and also a module that changes the Pricing on my quote according to Sales-Qualification-factors already made in the CRM by our sales reps.

I already created the modules but am just able to use them, when editing the custom quote draft. Not when creating the final quote for a customer. Do I miss something or is it not possible to display these modules in the "create quote"-UI?

Re: Pass Custom Quote modules to UI when creating a quote for a deal

Jake_Lett — Tue, 27 Feb 2024 16:40:52 GMT

That is correct. Those modules will only be available when you edit or create a new quote template.

The quote creation UI is limited to the quote details and line items.

A workaround is if you create a custom code template, you could use deal properties and product properties to display things on the quote.

Re: Pass Custom Quote modules to UI when creating a quote for a deal

NSchönherr — Tue, 27 Feb 2024 17:01:13 GMT

Thank you for your response!. So I can pass Deal-properties dinamically into the quote? Do I need to create a custom module for it or can I just call the properties in the html-file?

Re: Pass Custom Quote modules to UI when creating a quote for a deal

Jake_Lett — Tue, 27 Feb 2024 19:36:44 GMT

Check out this article for the data you have access to. https://developers.hubspot.com/docs/cms/hubl/variables/quotes

Then try this on your custom code template to get all the data properties that are available. You can then output your exact value.

Re: Pass Custom Quote modules to UI when creating a quote for a deal

NSchönherr — Tue, 27 Feb 2024 19:39:45 GMT

Thanks a lot for your fast reply!!