topic Re: Images in quotes in Sales Hub Tools

Images in quotes

RVega-Bober — Tue, 12 Dec 2023 19:01:45 GMT

I have been messing with the quotes section for a bit now, but i am trying to add a section into our quote where we can upload a map? I was able to add images to the line item under services but cant create an image only section where we can attach our map for each property. Is this even possible?

Re: Images in quotes

DianaGomez — Tue, 12 Dec 2023 19:47:39 GMT

Hi @RVega-Bober,

I hope you are doing well!

I understand you have a question about using attachments and photos within quotes.

This feature has been highly requested by our customers and has been successfully implemented into the software. if you have a subscription to Sales Hub Professional, you should have access to this feature.

This community post provides details about the newly added feature and what is included.

Please take a look here: Customize Quote template/appearance.

I hope this helps,

Diana

Re: Images in quotes

RVega-Bober — Tue, 12 Dec 2023 19:53:47 GMT

Thank you for your response.
I do see I am able to add images into the column/line item section, but is
there any way I can add a separate page to the proposal where I can add
only an image with no cost or line item? Just need it to look something
like this.
[image: Screenshot 2023-12-12 at 12.53.03 PM.png]

Re: Images in quotes

Jake_Lett — Tue, 12 Dec 2023 19:57:39 GMT

If I understand this right, you have multiple locations and product line items. You want to have a map for each line item location?

In this case, I would add a file property to a product object. That way you could upload an image. You would then need to create a custom quote template to look for this new product property and load the image. This would take some developer skills to implement.

Re: Images in quotes

Jake_Lett — Tue, 12 Dec 2023 19:59:42 GMT

Just saw your new comment. Another approach would be to use conditional HubL code to display a particular image in your quote template based on the product ID used. You could do this conditional logic for any product property. You could even have one called map with a choice of map 1, map 2, etc. Then based on that show the right image.

Re: Images in quotes

james-portant — Tue, 06 Feb 2024 05:45:42 GMT

Hey @RVega-Bober,

Nice to meet you!

We have an document automation app for HubSpot called Portant. It it will give you more control over how the document looks because you can design your template in Google Docs or Slides. I made a short 60s video about it here:

You can insert images into the quote template or dynamically add images based on HubSpot content on the Deal or Contact card.

If that looks helpful, we have some docs to help you get started: https://docs.portant.co/portant-docs/sources/hubspot but if you need any additional help, please feel free to email me james@portant.co and we can set up a call.

Cheers,
James - CEO @ Portant

P.S.I think I just responded to your other post you made a bit more recently, but wanted to share this here too.

Portant App for HubSpot: https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/portant-hubspot-google-docs-in...