APIs & Integrations

CResch
Participant

Custom Property not showing on quote template (Added in Design Manager)

SOLVE

Hi Hubspot,

I would like to create customized quotes that populate more fields than what the customized templates under "Quotes" offer. For that I did the following:

Added the custom Property as property in the company properties:

CResch_0-1728854111994.png


Added the custom property (Company UID) in the sample company so I can test it in the quotes later:

CResch_1-1728854193634.png


Added it in the design manager (created child theme and cloned module in question from main theme to child theme) because under "Buyer Company" in the customized quote template it did not have the necessary field (basically just booleans to tick on or off:

CResch_2-1728854297561.png


After doing that it is showing up in the customized quote template like that: 

CResch_3-1728854374228.png

 

The problem is whatever I type in there or use the personalize token for the CompanyUID I created it wont show on the actual quote under here where it is supposed to be:

CResch_4-1728854448769.png


When I use e.g. the reference field which is also a rich text field to populate the CompanyUID it works..

Can anyone tell me what I am doing wrong? I am not too technical so I do not understand a lot of code tbh. I have already spent too much time trying to fix this... any ideas why I manage to add the field in the customized quote but whatever I type in the rich text field it won't show up on the quote itself?

Thanks a million times for whoever can point me in the right direction.

0 Upvotes
1 Accepted solution
Jnix284
Solution
Hall of Famer

Custom Property not showing on quote template (Added in Design Manager)

SOLVE

@DianaGomez @CResch I don't have a lot of experience working with custom quote templates, just some minor modifications to the quote page to reformat things.

 

I would recommend joining the HubSpot Developer Slack and posting in the #jobs channel to see if there is a freelance (or agency/firm) that can help you. You might try posting it in the #hubl channel first to see if someone has a quick fix.


If my reply answered your question please mark it as a solution to make it easier for others to find.


Jennifer Nixon

View solution in original post

0 Upvotes
3 Replies 3
DianaGomez
Community Manager
Community Manager

Custom Property not showing on quote template (Added in Design Manager)

SOLVE

Hi @CResch,

 

Thanks for reaching out to the Community!
 

Let's check with some experts to see if they have experience with this topic or if they have attempted to create something similar.

 

Hi @AlyssaMilligan, @sskias-ink, @Jnix284  do you have any experience here? 🙂

 

 

Thanks, 
Diana


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CResch
Participant

Custom Property not showing on quote template (Added in Design Manager)

SOLVE

Thank you for trying to help me with this issue. Unfortunately no one is replying. I would love to stay within the hubspot ecosystem for this and not use a 3rd party integration.

Do you have any ideas or further contact recommendations of someone that might be able to help?

Thanks,
Chris

0 Upvotes
Jnix284
Solution
Hall of Famer

Custom Property not showing on quote template (Added in Design Manager)

SOLVE

@DianaGomez @CResch I don't have a lot of experience working with custom quote templates, just some minor modifications to the quote page to reformat things.

 

I would recommend joining the HubSpot Developer Slack and posting in the #jobs channel to see if there is a freelance (or agency/firm) that can help you. You might try posting it in the #hubl channel first to see if someone has a quick fix.


If my reply answered your question please mark it as a solution to make it easier for others to find.


Jennifer Nixon
0 Upvotes