Help Needed with HubSpot Quote Template: Dynamic Company Information Not Rendering

Develop, Build & Integrate CMS Development
1

Hello HubSpot Community,

I’m currently working on customizing a quote template in HubSpot and I’m facing issues with rendering dynamic company information. I need to display the buyer company’s details within the “Scope of Products and Services” section of the quote.

{% from '../../imports/mock_data.html' import SAMPLE_TEMPLATE_DATA as mock_data %}
{% set module_data = template_data.module_data %}
{% set QUOTE = template_data.quote || mock_data.quote %}
{% set BUYER_COMPANY = QUOTE.associated_objects.company %}
{% set BUYER_CONTACTS = QUOTE.associated_objects.contacts %}

<div class="container">
 {% module "scope_of_products_and_services" 
 label="Scope of Products and Services" 
 path="@hubspot/rich_text", 
 html="
 <h2>Scope of Products and Services</h2>
 <p>This Quotation (the 'Quotation') is entered between X Ltd., a company incorporated under the laws of state of USA, with registration #, having its principal office at XYZ St., NY (the 'Company') and {{ BUYER_COMPANY.name }}, a company incorporated under the laws of state of USA, with registration # {{ BUYER_COMPANY.registration_number }}, having its principal office at:</p>
 <address style='font-style: normal'>
 {{ BUYER_COMPANY.address }}<br>
 {{ BUYER_COMPANY.city }}, {{ BUYER_COMPANY.state }} {{ BUYER_COMPANY.zip }}<br>
 {{ BUYER_COMPANY.country }}
 </address>
 <p>(the 'Customer').</p>
 <p>The Effective Date of this Quotation: {{ QUOTE.hs_createdate | format_date('DD/MM/YYYY') }}</p>
 " 
 %}
</div>

Despite my efforts, the dynamic variables (e.g., {{ BUYER_COMPANY.name }}, {{ BUYER_COMPANY.registration_number }}, etc.) are not being replaced with the actual data from the associated company. Instead, they are being rendered as plain text.

What I’ve Tried:

  1. Verified the existence and correct association of company data in the quote object.
  2. Ensured that the correct paths and context are used for accessing the data.
  3. Removed sanitize_html and other filters to simplify the rendering logic.

Context:

  • I am using the HubSpot CMS for managing and customizing the quote templates.
  • The goal is to dynamically populate the buyer company’s information in the generated quote based on the associated company data in the quote object.

Questions:

  1. What could be the reason that the dynamic variables are not being replaced with the actual data?
  2. Are there specific HubL tags or filters I should use to ensure the data is correctly rendered?
  3. Has anyone successfully implemented a similar customization and could share their approach or code snippet?

Any insights or solutions to help resolve this issue would be greatly appreciated.

Thank you in advance for your assistance!

2

Hey @TPesach3

Is the quote you’re testing associated to multiple companies by chance?

If so it may be because the “QUOTE.associated_objects.company” is returning an array. Try “QUOTE.associated_objects.company[0]” and see if you get any results.

3

I’ve tried it with one associated company :confused: