Custom Quote Templates Beta - Term Length of Line Item & custom line item properties

SOLVE
RussJB
Participant

Hi Everyone. 

 

I'm working on a Custom Quote Template and hoping to add the Line Item term length. 

 

EG: 3 month, 6 months 12 months

 

I used the following for the line item start date but I'm looking for the Line item term length in months. (each line item has it's own term length in months

 

 

 {{ item.hs_recurringbillingfrequency_start_date|int|datetimeformat(' %e %b, %Y') }}

 

 

Also it is possible to insert custom line item properties in the Quote Beta

 

 

 

1 Accepted solution

Accepted Solutions
amandaulm
Solution
Contributor

Thanks @dennisedson 

 

Hi @RussJB ,

 

Here is what I use to get the term length in months, as an integer:

 

 

item.hs_recurring_billing_period|regex_replace("P|M","")|int

 

 

(Note: In most cases there is a simpler property, hs_term_in_months, but for some reason it renders an empty string when billing frequency is set to "one-time".)

 

When you say insert custom line item properties - are you asking how to create those properties, or do you have them already created and you're asking how to display them on the quote? If you have a custom line item property created, look in your HubSpot Settings in Properties, change the filter to Product properties, and edit the property to view the internal name. You should be able to use that name to display the property on your template:

 

HSProperty.png

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2 Replies 2
dennisedson
Community Manager

Hello @RussJB 

Let's see if we can get some more 👀 on this

@ChrisBroeders , @amandaulm , you all mind weighing in here?

Thanks,

Dennis




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0 Upvotes
amandaulm
Solution
Contributor

Thanks @dennisedson 

 

Hi @RussJB ,

 

Here is what I use to get the term length in months, as an integer:

 

 

item.hs_recurring_billing_period|regex_replace("P|M","")|int

 

 

(Note: In most cases there is a simpler property, hs_term_in_months, but for some reason it renders an empty string when billing frequency is set to "one-time".)

 

When you say insert custom line item properties - are you asking how to create those properties, or do you have them already created and you're asking how to display them on the quote? If you have a custom line item property created, look in your HubSpot Settings in Properties, change the filter to Product properties, and edit the property to view the internal name. You should be able to use that name to display the property on your template:

 

HSProperty.png

View solution in original post