Need to add additional external pages to a quote 'before' sending?

“any update expected” to be able to add additional external pages to a quote ‘before’ sending it. in short, need to create a quote, then add 4 or 5 pages to it, then have it sent as 1 multipage PDF. use case is insurance company sends quote, then they want to include the supporting images as pages 2,3,4,5 etc for what the quote covers. seems like a strong use case for hubspot building this out. marketplace plugins are welcome, they just need to be secure

Hi @brandonschaefer and Happy Friday!

Thanks for reaching out to the HubSpot Community!

For your use case, you could use custom-coded quote modules to embed supporting images or content directly within the quote body, these will appear as part of the single PDF.

If you’re looking to create a multi-page PDF with merged documents, you’ll want to explore third-party solutions, to handle the merging process after your quote is created.

I’d love to hear the perspectives from our Top Experts: Hi @Anton, @evaldas and @SteveHTM can you think of another way to achieve this, please?

Thanks so much and have a brilliant weekend!
Bérangère

This post was created with the assistance of AI tools