# Insert Personalization tokens in quotes

**URL:** <https://community.hubspot.com/t/insert-personalization-tokens-in-quotes/79117>\
**Category:** CMS Development\
**Tags:** html, professional\
**Created:** [April 11, 2023, 10:44pm UTC](https://community.hubspot.com/t/insert-personalization-tokens-in-quotes/79117 "2023-04-11T22:44:07Z")\
**Posts on this page:** 4\
**Page:** 1

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**Author:** ![iancoski](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/iancoski/32/57568_2.png) [@iancoski](https://community.hubspot.com/u/iancoski)\
**Post date:** [April 11, 2023, 10:44pm UTC](https://community.hubspot.com/t/insert-personalization-tokens-in-quotes/79117/1 "2023-04-11T22:44:07Z")

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Hi, I’m developing a quote template for our company, cloning the default quote.  
I made some adjustments to fixed information and managed to customize with some product tokens in the line\_itens\_table.  
But now I need to put information about a new token created for the business in this same file. That is credit information that this customer has.  
When I put it this way: {{ deal.credit\_description }} and {{ deal.credit\_value }) It doesn’t accept and I assume I need to insert some call in the model.

Anyone have any ideas?

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**Author:** ![andreaska](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/andreaska/32/198312_2.png) [@andreaska](https://community.hubspot.com/u/andreaska)\
**Post date:** [April 12, 2023, 7:21am UTC](https://community.hubspot.com/t/insert-personalization-tokens-in-quotes/79117/2 "2023-04-12T07:21:16Z")

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Hi,

this depends on where you want to use your personalization token. If you change your quote template, personalization tokens are available in all rich text parts of the quote (see screenshot).

If you need more flexibility/customization, you will need to create a template (HTML and markup) on your own with the [design manager](https://knowledge.hubspot.com/design-manager/a-quick-tour-of-the-design-manager).

Cheers,

Andreas

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<div class="post-metadata">

**Author:** ![iancoski](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/iancoski/32/57568_2.png) [@iancoski](https://community.hubspot.com/u/iancoski)\
**Post date:** [April 12, 2023, 12:25pm UTC](https://community.hubspot.com/t/insert-personalization-tokens-in-quotes/79117/3 "2023-04-12T12:25:26Z")

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Hi @andreaska , thanks for the answer.

I’m doing it within the default quote template.  
And I’m editing the existing framework.  
In this image, it’s easy to see where I’m inserting the code that I want to bring the custom token information.

 ![hubspot-laborsolo.jpg](https://d2qpr2jzcazej7.cloudfront.net/original/3X/9/f/9fb5281891cd26a229564d90a5eb8e5d6c0ba043.jpeg)

I believe that I need to make a call to the model for it to recognize this token. I just couldn’t find anything in the documentation.

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<div class="post-metadata">

**Author:** ![andreaska](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/andreaska/32/198312_2.png) [@andreaska](https://community.hubspot.com/u/andreaska)\
**Post date:** [April 12, 2023, 8:30pm UTC](https://community.hubspot.com/t/insert-personalization-tokens-in-quotes/79117/4 "2023-04-12T20:30:40Z")

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Hi @Ian!

After some research, try to add the following code on top of your template file:

`{% set DEAL = ASSOCIATED_OBJECTS.deal %}`

Please note that ASSOCIATED\_OBJECTS will be defined in the line\_items\_table template before.

Cheers,

Andreas