How to prepopulate Create Quote with selected deal and template

[cyberwombat]

I have a UI card that is a shortcut to the Create Quote button - when clicked it currently asks the user to choose the Deal and 4-5 pages later the template. Is there a way to specify these in the URL so its preloaded with deal and correct template?

[cyberwombat]

Thanks. My UI card already generates quotes of some kind so I will expand on it to deal with this use case. 

[TomM2 · Accepted solution]

Hey @cyberwombat not at the moment no, the only way to do this would be to create a completely custom coded UI extension that links to the deal creation through the create deal api. 

There's an example of a quote generation card here but you'd need a good bit of tweaking to that to pull data from the record and pass it to the generation form. https://github.com/HubSpot/ui-extensions-examples/tree/main/generate-quotes

[SamTassey]

Hello @cyberwombat,

Thanks for posting in the Community! 

I've tested this on my end and am not seeing a way that we're able to achieve this at this time as the URL used with quote creation doesn't appear to update after selecting a template. 

I'd like to tag in some of our Top Contributors to see if they have any tips and tricks on this @karstenkoehler, @TomM2, @franksteiner79, @GRajput

-- Do you have any suggestions for @cyberwombat 

Thank you! 

Sam, Community Manager