Formatting "Quote Description" to display a property as a table instead of a bulk text.

Smart CRM & Sales Hub CRM
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3

Hey @McBainKD,

I understand what you’re trying to achieve with your Quote templates. Displaying custom Deal properties in a table format rather than in a block of text can make the information much clearer for your reps. Here’s a step-by-step guide on how to configure your Quote templates to display information in a table format.

1. Use the CMS Editor

You can update your Quote templates directly through the HubSpot CMS editor. Here’s how:

  • Navigate to your Quote templates: Go to Sales > Quotes in your HubSpot account.
  • Edit the template: Click on the quote template you want to edit.
  • Insert a table: Use the HTML editor within the CMS to insert a table. You can format your custom properties into this table. Here’s a helpful guide on using the CMS editor that might come in handy.

2. Custom Modules

Creating a custom module might also be an effective solution. This allows you to format the properties as needed. Follow these steps:

  • Create a custom module: Go to Marketing > Files and Templates > Design Tools.
  • Add fields to the module: Add your custom Deal properties to this module.
  • Format with a table: Use HubL (HubSpot Markup Language) to format the properties in a table. This tutorial on creating custom modules will guide you through the process.

3. Workflow-Based Solution

If you prefer not to create a custom module, another approach is to use workflows to manage the data. Here’s how you can do it:

  • Create a workflow: Go to Automation > Workflows.
  • Set triggers and actions: Set triggers based on your reps filling out the playbook and actions to update multiple properties.
  • Format in the quote: Ensure each property is displayed as a separate line item in the quote template. You might find this guide on workflows useful.

4. Using Rich Text or Multi-line Text Fields

If you want to stick with the existing template structure, consider using rich text or multi-line text fields to manually format the information:

  • Edit the property: Go to Settings > Properties and find the custom Deal property you want to edit.
  • Use rich text: Format the property as rich text, which allows you to use line breaks and other formatting options. This article on property fields will provide more details.

By following these steps, you should be able to format your Quote descriptions to display properties in a table format, making it much easier for your reps to read and use the information.

Best regards,