It would be nice to have an option to manipulate quote custom fields during quote creation in rich text. Like I want to show in rich text some contract details that are different for every quote. I’d like sales users to have the option to edit the custom quote properties and toggle them for display options. I created a module for that in design manager but it can be manipulated only in template settings. So I would need to create a new template for every new contract details which is not very productive.
Status: Idea Submitted
I second this.
Hello from HubSpot. Quote custom properties are now available to all portals with Quotes. With this launch Quotes can have their own custom properties to personalize quotes or within reporting & workflows. More information on the functionality here: HubSpot Login and Sign in
For legacy quotes, this would support having a rich text property on Quotes (“additional contract terms”) that could be included in the template. However those template sections aren’t dynamically modifyable by the sales rep. The template could have some logic like “if additional terms, show them” to skip them if not configured.
The CommerceHub quoting editor provides reps the ability to modify the quote structure in the app to show/hide or customize various sections.