Turn a Custom Deal Property into a List in a Quote

Smart CRM & Sales Hub Sales Hub Tools
1

Hey all,

I’m looking to turn a custom property called “Pricing Description” into a list or bulleted items to display instead of a block of test.

I’m not sure how to do this but I imagine it has to do with the CMS/CSS Editor for the Quote Template, is this true? Or is this even possible?

2

Hi @McBainKD,
Thank you for asking the Community!
You are trying to add a custom property on a quote template. Please let me know if that’s not the case.
Are you using a custom quote template, is that right?
Is it a product custom property?
On this thread “Quote custom field in template” you will see that my colleague Mia suggests using the embed code option in the custom template.
You could also maybe use the workaround that @karstenkoehler suggests on this similar post “Add Properties to Quote”.
I also wanted to invite a couple of subject matter experts to this conversation: Hi @Bryantworks, @Josh and @HubDoPete do you have other suggestions to help @McBainKD, please?
Also, if anybody else has anything to add and/or share, please feel free to join in the conversation :slightly_smiling_face:
Thank you very much and have a lovely day!
Best,
Bérangère

3

Hi Kevin,

You can create a “Rich Text” custom property in your Product Library so that you can format the text to include variations such as bulleted and numbered lists.

You will also a custom quote theme with edited template and modules to display your rich text property in your line items table. This will also likely require some testing and potentially parsing the property contents to ensure it formats correctly on screen and when printed to PDF.

best

Pete

4

Thanks Pete! I took a combination of your solution and some customization and just leveraged the “Description” field to populate what I needed it to from the Line Items.

5

Hi Kevin,

You can create a Product Rich Text property to format lists.

To display this on your quote will require a custom theme and line items module to display it on screen and on PDF. This will likely require some testing and potentially some parsing within the module to ensure your lists are formatted correctly.

best,

Pete