# Programming Budget Template

**URL:** <https://community.hubspot.com/t/programming-budget-template/132941>\
**Category:** CMS Development\
**Tags:** html\
**Created:** [May 19, 2025, 12:13pm UTC](https://community.hubspot.com/t/programming-budget-template/132941 "2025-05-19T12:13:05Z")\
**Posts on this page:** 4\
**Page:** 1

<div class="post-metadata">

**Author:** ![ViniBernardo](https://avatars.discourse-cdn.com/v4/letter/v/a6a055/32.png) [@ViniBernardo](https://community.hubspot.com/u/ViniBernardo)\
**Post date:** [May 19, 2025, 12:13pm UTC](https://community.hubspot.com/t/programming-budget-template/132941/1 "2025-05-19T12:13:05Z")

</div>

How do I create a budget template so that the selected user’s signature can “pull” information such as: First name, Last name, Email and phone number that were previously registered in HubSpot?  
It’s something I’m struggling to achieve, but even venturing into the code and testing a way, I always end up making the value disappear instead of finding a value.

---

<div class="post-metadata">

**Author:** ![Jaycee\_Lewis](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jaycee_lewis/32/61352_2.png) [@Jaycee\_Lewis](https://community.hubspot.com/u/Jaycee_Lewis)\
**Post date:** [May 19, 2025, 7:55pm UTC](https://community.hubspot.com/t/programming-budget-template/132941/2 "2025-05-19T19:55:07Z")

</div>

Hey, @ViniBernardo 👋 It’s hard to say without more details. To confirm, you are asking about creating a [**Custom Coded Quote Template**](https://developers.hubspot.com/docs/guides/cms/content/themes/quotes-themes?_ga=2.190888686.53184272.1747667153-1914684411.1747667153)? If not, can you link to the documentation you are using? Additionally, can you share any more info on what you’ve already tried?

Thanks! — Jaycee

---

<div class="post-metadata">

**Author:** ![ViniBernardo](https://avatars.discourse-cdn.com/v4/letter/v/a6a055/32.png) [@ViniBernardo](https://community.hubspot.com/u/ViniBernardo)\
**Post date:** [May 21, 2025, 12:17pm UTC](https://community.hubspot.com/t/programming-budget-template/132941/3 "2025-05-21T12:17:02Z")

</div>

Hey [@Jaycee\_Lewis](https://community.hubspot.com/t5/user/viewprofilepage/user-id/127074) , how are u?

That’s it! It’s basically a custom coded quote template.

Our team asked for the template to have a signature token, which would include the Hub user’s photo, full name and email. However, now we want to include the phone number.

 ![ViniBernardo_0-1747829441404.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/2/6/26d2b5251ebbaa9312c879217daf3a99e179269d.png)

I searched the web and tried to force this information to be pulled in, I put it like this:

\<div class=“campoAssinatura” style=“display: flex; justify-content: left;”\>  
{% module “sender\_contact” path=“../flow/sender\_user\_with\_avatar” %}

\<div class=“informacaoAssinatura” style=“padding: 20px 10px 10px 20px;”\>  
\<div class=“assinatura-usuario”\>  
{% if user.name %}  
\<p\>\<strong\>{{ user.name }}\</strong\>\</p\>  
{% endif %}

{% if user.job\_title %}  
\<p\>{{ user.job\_title }}\</p\>  
{% endif %}

{% if user.email %}  
\<p\>Email: \<a href=“mailto:{{ user.email }}”\>{{ user.email }}\</a\>\</p\>  
{% endif %}

{% if user.phone %}  
\<p\>Telefone: \<a href=“tel:{{ user.phone }}”\>{{ user.phone }}\</a\>\</p\>  
{% endif %}  
\</div\>  
\</div\>  
\</div\>

But in this model, I ended up not pulling anything else and leaving the space blank…(T-T)  
See if you can access the link with the model code:

> **[Design Manager | HubSpot](https://app.hubspot.com/design-manager/46578633/code/187336776311)**

---

<div class="post-metadata">

**Author:** ![Jaycee\_Lewis](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jaycee_lewis/32/61352_2.png) [@Jaycee\_Lewis](https://community.hubspot.com/u/Jaycee_Lewis)\
**Post date:** [June 11, 2025, 3:56pm UTC](https://community.hubspot.com/t/programming-budget-template/132941/4 "2025-06-11T15:56:25Z")

</div>

Hey, @ViniBernardo did you make any progress here? Have you tried `from_user.phone` instead? — Jaycee