Programming Budget Template

[ViniBernardo]

How do I create a budget template so that the selected user's signature can "pull" information such as: First name, Last name, Email and phone number that were previously registered in HubSpot?

It's something I'm struggling to achieve, but even venturing into the code and testing a way, I always end up making the value disappear instead of finding a value.

[Jaycee_Lewis]

Hey, @ViniBernardo 👋 It's hard to say without more details. To confirm, you are asking about creating a Custom Coded Quote Template? If not, can you link to the documentation you are using? Additionally, can you share any more info on what you've already tried? 

Thanks! — Jaycee

[ViniBernardo]

Hey @Jaycee_Lewis , how are u?

That's it! It's basically a custom coded quote template.

Our team asked for the template to have a signature token, which would include the Hub user's photo, full name and email. However, now we want to include the phone number.

I searched the web and tried to force this information to be pulled in, I put it like this:

<div class="campoAssinatura" style="display: flex; justify-content: left;">
{% module "sender_contact" path="../flow/sender_user_with_avatar" %}

<div class="informacaoAssinatura" style="padding: 20px 10px 10px 20px;">
<div class="assinatura-usuario">
{% if user.name %}
<p><strong>{{ user.name }}</strong></p>
{% endif %}

{% if user.job_title %}
<p>{{ user.job_title }}</p>
{% endif %}

{% if user.email %}
<p>Email: <a href="mailto:{{ user.email }}">{{ user.email }}</a></p>
{% endif %}

{% if user.phone %}
<p>Telefone: <a href="tel:{{ user.phone }}">{{ user.phone }}</a></p>
{% endif %}
</div>
</div>
</div>

But in this model, I ended up not pulling anything else and leaving the space blank...(T-T)

See if you can access the link with the model code:
https://app.hubspot.com/design-manager/46578633/code/187336776311

[Jaycee_Lewis]

Hey, @ViniBernardo did you make any progress here? Have you tried `from_user.phone` instead? — Jaycee