topic Adding custom images to quotes based on property in Sales Hub Tools

Adding custom images to quotes based on property

priemers — Wed, 05 Jun 2024 07:08:15 GMT

I'm trying to add images to a quote based on properties in a deal.

So, the situation is that we need to add 3-5 images to a quote which are specific for that quote/deal. These images are construction drawings of the specific situation for which the quote is created.

We tried to add this by using a rich text property. That worked before. However, now I can't save it. I also tried the "file" property, but that results in a non-public link. So, I'm looking for a way to solve this. If anyone can give me a direction that would be great!

Re: Adding custom images to quotes based on property

PamCotton — Wed, 05 Jun 2024 22:11:36 GMT

Hey @priemers, thank you for posting in our Community!

To add specific images to quotes in HubSpot, you can use the File Manager to upload your images and get their public URLs. Embed these URLs in a rich text property within your deal using HTML tags like <img src="URL" alt="Description">.

Alternatively, you can create custom properties to store the image URLs and use them in your quotes. You can also automate this process with tools like Zapier to upload images and update deal properties. Ensure that all image URLs are public and optimized for fast loading.

To our top experts @DanielSanchez and @Anton do you have any recommendations for @priemers matter?

Thank you,

Pam

Re: Adding custom images to quotes based on property

Anton — Thu, 06 Jun 2024 05:33:04 GMT

Hi @priemers,

you can do this by adding a socalled if-statement to your quote-template like this

{% if contact.property == "PROPERTY_VALUE_1"%} {% set image_path = "PATH_TO_IMAGE_FOR_PROPERTY_1" %} {% elif contact.property == "PROPERTY_VALUE_2"%} {% set image_path = "PATH_TO_IMAGE_FOR_PROPERTY_2" %} {% elif contact.property == "PROPERTY_VALUE_3"%} {% set image_path = "PATH_TO_IMAGE_FOR_PROPERTY_3" %} {% elif contact.property == "PROPERTY_VALUE_4"%} {% set image_path = "PATH_TO_IMAGE_FOR_PROPERTY_4" %} {% elif contact.property == "PROPERTY_VALUE_5"%} {% set image_path = "PATH_TO_IMAGE_FOR_PROPERTY_5" %} {% else %} {# fallback if no property value is applied #} {% set image_path = "PATH_TO_FALLBACK_IMAGE" %} {# if you don't want to show an image - delete this line #} {% endif %} ... {% unless image_path == "" %} {# wrapping the image in an unless-statement like this will check if there's an image_path value and if there's none(fallback), it won't print/show the image-tag #} <img src="{{ image_path }}"> {# put this where you'd like the image to appear #} {% endunless %}

here's an example:

{% if contact.firstname == "priemers"%} {% set image_path = "https://company.com/images/priemers-chart.png" %} {% elif contact.firstname == "Pam"%} {% set image_path = "https://company.com/images/pam-chart.png" %} {% elif contact.firstname == "Anton"%} {% set image_path = "https://company.com/images/anton-chart.png" %} {% else %} {% endif %} ... {% unless image_path == "" %} <img src="{{ image_path }}"> {% endunless %}

Another option would be to create something like an image_path property in your CRM(simple text field) and set the value of it by a workflow like "If X applies - change the value of the contact.image_path_property to image_path(url to image)" and then drop the property in your quote template like

{% unless contact.image_path_property == "" %} <img src="{{ contact.image_path_property }}"> {% endunless %}

hope that helps

best,

Anton

Re: Adding custom images to quotes based on property

priemers — Fri, 07 Jun 2024 12:59:15 GMT

This would work if the images were similar in each situation. We need to upload al the images seperately and change the image-url in the quote accordingly.

Looking into uploading in a folder and then somehow fetch the url automatically.

Re: Adding custom images to quotes based on property

priemers — Thu, 27 Jun 2024 20:35:48 GMT

Hi Anton,

Thanks. That would be an option if the images would be known and available now. However, they are created specifically for every quote. So, any automation would require scanning a folder or something like that.

For now, I've added extra properties as you suggested. But that's not very userfriendly. Suddenly, account managers need to learn how to retrieve image urls + they are publicly available.

Thanks for thinking with me!

Patrick