Quote with field with drop-down list

GDEBEJARRY — Tue, 25 Apr 2023 08:26:38 GMT

Hello, i need help, i'm poor marketer :'(
I need to add fiels selectable by my customers (invoicing preference: monthly, quarterly, annual billing...) in quotes.

I contacted HubSpot support who told me to :
- create a custom property on the contact object (to be able to create a form with)

- create worflow that allows to copy the property to the same property on "transaction" object

- create a form to fill in the property on the contact object

- Anf finally, add the form in the quote template ! However, I can't add it.

Someone can help me ?

Re: Quote with field with drop-down list

jolle — Tue, 25 Apr 2023 12:53:29 GMT

Hey @GDEBEJARRY, thanks for reaching out!

I haven't personally done this before, but this HubSpot Community thread has instructions on embedding a form within your custom quote template. The last comment from @MiaSrebrnjak has step-by-step screenshots for embedding a form within your custom quote template.

It looks like you can grab the form embed code, go into a rich text module within the quote template, and click Insert > Embed to add your form.

Hope this helps!!

topic Quote with field with drop-down list in Tips, Tricks & Best Practices

Quote with field with drop-down list

Re: Quote with field with drop-down list