Custom product properties on Quotes

Not being able to add custom properties from line items into the quote, means we can’t use the quotes feature of HubSpot. Please add this feature.

It’s critical for custom properties to be displayed on the quote, as the default properties do not meet our clients’ needs.

@velliott - i think theres been a misunderstanding, it is still not possible to add custom product properties to the quote - even with the new Customized Quote template feature. You can add personalisation tokens to the tekst but that is not what we are looking for here.
Do you have any update on using custom product properties in the “Line Item Table” so that they are added to the quote on the right? :slightly_smiling_face:

Hi all, sorry to have caused any confusion here.

We are hoping to support custom properties in our default line items module soon. It is a highly requested feature so we are trying to prioritize this as soon as possible.

In the meantime, with the launch of customized quote templates, we are providing more flexiblily with default and custom line item properties than there was in the legacy quoting feature. I’ll make sure to update this thread once custom properties in the line items module is supported.

Hi,

I definitely need custom product properties that are displayed in the quote function as well.

Thanks

Custom field quotes asap, please!

This is a middle mandatory stage in a sales process, pipeline. Company loses efficency after so high investment, and clients may be lost in the way, the opposite of what we all want!

Custom field quotes asap, please! Thanks; Pedro

I need to add a custom company property to our quote template. Hope this becomes possible soon!

+1 for displaying custom properties in quotes

We also need the default Recurring Revenue and Total Contract Value columns available to be output in the line items table

I was able to add our custom property from the company object as a personalization token in the deal reference section of the quote template. I’m sure HubSpot will develop a better, more intuitive solution soon, but this gets us moving for now!

This is now possible via the “Flow” templates within hubspot. When in the line-items table module, there’s a tick box that says “Use additional product property” that you need to untick & it gives you the option to add any CRM product property to the table.

There’s still a limit of 6 columns which is annoying, but you can get past this via the Rich Text modules and create a table yourselves & use personalize to map the properties you want onto it.

I agree, wholeheartedly! Most of the built in line items for quotes work for the majority of our business, but we have a couple lines of business that require that offer multiple price points for the same product or for which we want to calculate multiple payout totals. Being able to create custom properties within a quote would be an absolute game-changer for us!

@velliott any updates on this? This feature would make our lives 100x easier.

Although the quote templates are now editable (a huge step forward!), the custom product properties still cannot be shown in the “Line Items Table”. Any update as to when this will be implemented? It’s an essential feature for us to continue quoting through HubSpot!

@Cwimmer What you’re refering to is possible.. see my previous post & screenshot below:

@SamyS I’m not seeing that option. Is that only part of Enterprise? See the screenshot of my line items table.

@Cwimmer I think it’s Sales Professional & Enterprise… not 100% though.

It’s not on the normal templates (i.e. Basic, Modern, Original) ..It’s on the “Flow” templates.

On quote settings --> Customise Quote Templates --> Flow Quote Tempalte (screenshot below)

Hope that helps!

You’re right! I found it on that template, thank you so much!

This is a feature requested by multiple clients of ours and seems to be easy to implement - we hope to see it implemented soon!

I might have already replied to this idea. But for us this would be seriously a game changer

We also need the option of adding the custom property ‘VAT-number’ of our client in the quote template so it is displayed on our quotes