topic Custom Quote templates - formating in Sales Hub Tools

Custom Quote templates - formating

SRobinson4 — Tue, 07 Mar 2023 16:00:02 GMT

Hi there,

When setting up a Custom Quote Template...how is one able to force a page break?

Currently, when download the template it looks different to the screen version.

How are we able to better format the quote template at set up?

Thanks Shireen

Re: Custom Quote templates - formating

PamCotton — Tue, 07 Mar 2023 21:42:39 GMT

Hello @SRobinson4, thank you for posting in our Community!

Is the page currently breaking when you are creating a custom quote template? Is this recently started to happen? What is the action that happens before it breaks? The more information, screenshots, and details you can provide, the better I can advise on the next steps.

Thank you,

Pam

Re: Custom Quote templates - formating

elizheleva — Tue, 07 Mar 2023 21:59:11 GMT

Hi @SRobinson4 ,

The way to update the downloadable version of the quote is to update the CSS file. If you were to specify the styling, padding/margins, etc. in that version, that might result in you not needing to force the line break.

Add something like below, i.e. to specify the media and the different elements and how they should look if you want something to be different than the online version.

@media print {
html,
body {
/* A4 paper width and height */
width: 100%;
height: 100%;
}

I hope that helps,

Eli

Problem solver @ crmsquad

Re: Custom Quote templates - formating

jeremypatay — Fri, 24 Mar 2023 10:56:51 GMT

Makes no sense.

it's supposed to be something simple. And we should go and edit the CSS?

There's so little flexibility. It's not a great tool.

It looks like a very old quote editor.

Re: Custom Quote templates - formating

elizheleva — Mon, 27 Mar 2023 19:13:33 GMT

Hi @jeremypatay ,

from my experience, if you're using one of the pre-built templates and make changes only within the editor, there should be no need to edit the CSS, as the downloadable versions of those pre-built templates have taken care of this.

Are you working on a custom template yourself that you need customised?

Here to help,

Eli

Re: Custom Quote templates - formating

jeremypatay — Tue, 28 Mar 2023 07:30:37 GMT

we're using both customized and non customized.

but i mean... it's not really customizable.

Some templates have for instance a "Pay" button. I can't remove it even though i like the template. That's just 1 example.

we have long product description and the quote is 3 pages long. Blocks are spread over 2 pages and I can't do anything about it. Looks so bad.

Re: Custom Quote templates - formating

elizheleva — Wed, 29 Mar 2023 19:13:56 GMT

Hi @jeremypatay ,

You should be able to hide the pay button by toggling the little eye icon. If you go to "Quotes > Actions > Customise quote templates", select the one that you want to remove the "Pay" button for and click on the toggle. If you hover on the "Pay" section, you'll see it.

Do you want to share a link or the PDF download for a dummy quote, so I can perhaps give you a few more hints?

Here to help

Eli

Re: Custom Quote templates - formating

jeremypatay — Thu, 30 Mar 2023 04:25:30 GMT

Thanks @elizheleva

Actually that's not the case for every block

Here you can

Here you cannot

Why 90% of the modules can be hidden and some can't.. That's a mystery 🙂

Re: Custom Quote templates - formating

elizheleva — Thu, 30 Mar 2023 09:13:25 GMT

Hey @jeremypatay ,

now I'm getting even more interested! Apologies for the question, but do yo have super admin rights? Is it possible that it's an admin right issue? Also, is that a quote template that is a standard one or one of the custom ones you've created? For all standard ones that I've worked with, the payment button can always be hidden.

Thanks,

Eli

Re: Custom Quote templates - formating

jeremypatay — Thu, 30 Mar 2023 09:17:00 GMT

😀

Yes. I'm super admin and we use Sales Hub Enterprise.

This was an example from that template offered by HubSpot. Even the 1st template called Basic, the Payment and Signature blocks are locked.

Re: Custom Quote templates - formating

Frydendal — Thu, 25 May 2023 10:15:17 GMT

Hi @elizheleva, I tried to add the css to our template, and it seems to kinda work (It forces it onto one page, but still leave a blank page on the following, where it before clipped over). And it doesn't work when I download the PDF of the quote from the deal.

Hoep you can help me out with this. 🙂

Re: Custom Quote templates - formating

elizheleva — Sat, 01 Jul 2023 14:20:46 GMT

Hi, @Frydendal ,

I'm not sure how I missed your comment, apologies. Do you still need help with this?

Thanks,

Eli

Re: Custom Quote templates - formating

Frydendal — Mon, 03 Jul 2023 06:52:45 GMT

I'm not sure how we fixed it, but somehow we managed to fix it. 🙂

Thank you for following up on it.

Re: Custom Quote templates - formating

o0oMFMo0o — Thu, 01 Feb 2024 16:35:46 GMT

How can I edit the colors of these margins?

Also, is there any way to use anchors from different parts of the same template,?