Custom Quote Editable Fields

[JMyrick]

Hello,

I am hoping somebody can help me.  I have created several Custom Quote (agreements) templates in HubSpot prior to our HubSpot launch in October.  I am trying to make two of the fields in this specific Quote/Agreement editable so that the Sales Rep can modify the numbers that go in these fields but I have tried a million different ways and cannot figure it out.  They're both showing as empty lines but I cannot figure out how to make them editable or a property that the Rep can change when building the Quote.  

This is what I currently have: 

<div class="mb-6">
<strong>2. PLACEMENT FEE.</strong> Customer shall pay Agency a fee for each Placed Employee equal to <span class="editable-field">{% text "placement_fee_df" label="Placement Fee %", value="20" %}</span>% of the Placed Employee's first year guaranteed earnings, including any sign-on  (the “Placement Fee”). In addition to the fee amounts payable under this Agreement, Agency shall invoice Customer for, and Customer shall pay to Agency for further remittance to the appropriate taxing authorities, any sales or use taxes applicable to the services provided under this Agreement.
</div>

<div class="mb-6">
<strong>3. FEE PAYMENT.</strong> Agency shall present Customer with invoices on a(n) <span class="editable-field">{% text "billing_terms_df" label="Billing Terms", value="8-week installment" %}</span> basis. The total fee will be divided by 8 and billed weekly. On the first day of Placed Employee’s job at Customer location, Agency shall submit the first weekly installment invoice. Installment billing will occur weekly throughout the next 7 weeks. Customer agrees and understands that payment is due upon receipt of each installment invoice. Customer shall notify Agency of any specific requirements before invoices are processed and failure to do so will not excuse Customer's obligations to pay invoices within the terms specified herein. A corrected invoice will be due and payable upon receipt, or within the payment terms from the date set forth in the original invoice, whichever is later. If a Placed Employee resigns or is terminated by Customer, Customer agrees to notify Agency in writing within two days of termination. Upon written notification Agency will discontinue installment billing the following week. Customer agrees that all invoices up to and including Placed Employee’s last week working for the Customer (whether that is one day or five days) will be paid by Customer upon receipt. In the event Customer voluntarily files a Chapter 11 bankruptcy petition (or becomes subject to an involuntary Chapter 11 petition), it shall, as soon as practicable thereafter, seek entry of an order from the U.S. Bankruptcy Court having jurisdiction over Customer’s bankruptcy case(s), in form and substance acceptable to Agency, (a) assuming this Agreement, (b) authorizing payment to Agency as part of any employee wage motion filed by or on behalf of Customer, or (c) naming Agency as a “critical vendor” and authorizing the payment of Agency’s pre-petition invoices. Customer acknowledges that its failure to timely procure either such Order shall automatically serve as grounds for Agency’s immediate rejection/termination of this Agreement. Customer acknowledges that Agency is relying on this provision as an inducement to enter into this Agreement and provide further services to Customer from and after the date hereof.
</div>

[frameofwork · Accepted solution]

Hi @JMyrick,

The legacy quote experience isn't super great in terms of allowing reps to define specific properties at the point of the quote creation process. There are two approaches that people generally take to minimize issues around this:

1. Pull in deal/contact/company properties that correspond with the terms you want. In this case you could use a number property for the fee that pulls the percentage and a dropdown property for the billing terms that has difference instalment periods that can be selected for the specific deal that the quote is created from.
2. Using a custom CRM card to essentially create your own quote creation flow for your reps. You can read more about legacy custom CRM cards here or here for the newer App Cards which leverages the updated developer experience.

For option 2, I could see a minimal setup that allows the rep to fill out the information and hit a 'generate quote' button which would then create the quote via API using the template above. Since it seems like you've created multiple templates, your CRM card could account for those templates as needed. Per the documentation here, the type of CRM card you're after should still be possible to create via a project-built private app.

Beyond that, I believe the new AI-Powered CPQ experience HubSpot unveiled at INBOUND25 allows more customisation at the point of creating the quote. The only downside is that custom quote templates are not yet supported as outlined here. 

Let me know if there are further questions!

Frame of Work
Need a custom HubSpot quote template? Check out our library at https://www.frameofwork.com 
Built for teams who want clean template designs without the dev work.

[STierney]

Hey @JMyrick - thanks for posting in the Community!

I'd like to tag in some quote experts here to see if they have any insight on how this may be possible!

@ScottPennwood, @Alex_Elborn, and @Bryantworks - any thoughts for @JMyrick's setup?

Shane, Community Manager