Quote Theme Template - Add Meeting Link

[sgmichael]

I'm working on updating a custom quote theme template. Is there a way to take the Default Meeting Link for the person who created the quote and display that on the quote?

[Donalisio-Dani]

1º  Create a comercial property ( ejemplo: meet_quote)

2º Create the quote workflow with the quote owner value trigger known, then branch it for each user, and then set the value of the user's meeting link business property

3º In Quote edition insert link: URL :

 {{ token_de_personalización('template_data.quote.associated_objects.deal.meet_quote', '') }} 

let me know if it was useful
Greetings!

Daniel A. Donalisio

Co-Founder | Vende Más

[Jaycee_Lewis]

Hi, @sgmichael 👋 Thanks for reaching out. To confirm, you are not missing a documented option:

• Create and use customized quote templates
• Custom quote templates

I noticed you can add a “static” meeting link to the Sender Contact info as a link (not as a personalization token), but it is not dynamic in the manner you are wanting. 

Hey, @Anton @Sjardo, have you done anything similar with Quote customization and meeting links? 

Thank you very much for taking a look!  — Jaycee

[Sjardo]

Hi! Thanks for the Mention. I don't know the solution, but maybe one of my colleague's @Indra, or @Levi knows this.

[Levi]

 thanks @Sjardo ! 

 @sgmichael check this post below from  :).  @MFrankJohnson 

Adding a Contact Owner Meeting Link to a CTA

>>"But I don't really understand how I would take that property and allow it to auto-fill the CTA link field for automated emails."

Sorry, thought I was clear about that. You can't add personalization tokens to HubSpot CTAs. (yet) That example is unrelated but shows the high-level 'personalization token in email' concept.

The current solution is to take the custom property and use it in a standard image link (that looks like a button). Think like this ...

-- custom contact property is named 'Owner Meeting Link' (internal name = owner_meeting_link)

-- WF sets Owner Meeting Link to "https://app.hubspot.com/meetings/frank"

Example:

{{contact.owner_meeting_link}}, when used in an email whose Owner Meeting Link is 'https://app.hubspot.com/meetings/frank', would yield a link as follows:

https://app.hubspot.com/meetings/frank

Here's the actual code that would go in the email ... (except we'd use an image instead of text)

<div><a href="{{contact.owner_meeting_link}}">Book A Meeting Text</a></div>

@Sjardo

[sgmichael]

Thanks, @Levi . I know this is in reference to email and I'm looking at quote themes. How would this be utilized there? I don't see any `contact owner meeting link` details when I review all the values available to my quote template.

{{ template_data|pprint }}
{{ quote|pprint }}
{{ currency|pprint }}
{{ language|pprint }}
{{ locale|pprint }}
{{ timezone|pprint }}
{{ associated_objects|pprint }}
{{ line_items|pprint }}
{{ future_charges|pprint }}
{{ additional_fees|pprint }}
{{ recipient_contacts|pprint }}
{{ recipient_company|pprint }}
{{ deal|pprint }}
{{ totals|pprint }}
{{ quote_total|pprint }}
{{ sub_totals|pprint }}
{{ template_translations|pprint }}

[sgmichael]

Thanks @Jaycee_Lewis ! I thought I read/watched something where someone had dynamically included the quote owner's default meeting link in the quote template... but maybe that was just me dreaming.