I need to create a quote template for Companies that have multiple locations with different services quoted at each location. In the service line item breakdown, I need to have a location address and then list out the services quoted at that location with an overall summary at the top of the quote. Is this possible with Hubspots quoting tool?
Hello @SGibbs9 thank you for posting in our Community!
At this time, quotes will automatically pull in a Deal’s associated Primary Company data, and in the template editor we only have the option for adding ‘Primary Company’ personalization tokens as well, since Quotes only support this 1:1 Company association at the moment.
I want to invite our top experts to this conversation @willsmith @himanshurauthan any suggestions to @SGibbs9 ?
Thank you,
Pam