Custom quotes : How to display 2 tables for implementation fees and recurring fees

[DSierra6]

Hi,

Sorry if the question has already been asked, but I can't find the answer to my problem at the moment.

I try to setup quote templates for a SaaS company. The services are charged with one-off implementation fees and recurring monthly fees, and I would like to display quotes by splitting one-off services and recurring services (which are not necessarily the sames) in 2 different tables.

Do you have any idea if this is possible, and if so how you would do it ?

At the moment I'm trying to have separate items for implementation and recurring services, and my first idea was to apply a filter on the frequency parameter when displaying 2 tables (in  <div class="line-items-table_wrapper">). But I'm struggling with that and can't display what I want yet.

If anyone knows how to do this, it would be greatly appreciated.

Thanks in advance,

[AEhrensberger]

Trying to do this exact same thing...  Did you ever find a way to do it?

[himanshurauthan]

Hello @DSierra6 

plz share the screenshot or live preview url

[DSierra6]

Hello @himanshurauthan ,

Thanks for the reply.

By default, the quote template puts all the items in the same table, regardless the frequency of invoicing, like in this example :

I have the feeling that it could be possible to split one-time items and monthly items in 2 different tables by duplicating this part of the code (from the template modern.html in the Design Manager) , while adding a condition to display only items that meet a condition concerning the billing frequency:

But currently I'm struggling with it, and it does not work.

I tried to add it like that (I know that the syntax may not good but just to explain the idea) :

I assumed that I could use the frequency parameter as it's defined in the line_items_table module.

If you know how I could do it ? Or if you have a different idea to get one-off and monthly items displayed separately in a quote, it would be great.

Thanks in advance,

[DSierra6]

Hello Hubspot Community,

So, by any chance, does anyone have an idea for my problem, or did already face the same kind of issue ?

Many thanks

[kvlschaefer]

Hi @DSierra6,

Thank you for reaching out to the Community and providing these details!

I want to tag some of our experts here - @LMeert, @himanshurauthan, @miljkovicmisa do you have any advice for @DSierra6 on this? 

Thank you!

Best

Kristen