I am very new to HubSpot CMS and struggling to create a custom quote template.
I managed to:
- create child theme and clone modern.html template to make edit
- create a new custom module with 4 text fields (required input from users)and put it in the modern theme above
- when I created a new quote template, I was able to see the module appear in the template.
To achieve this, I only added the snippet from module to the following area in modern.html
However, when I tried to create a quote using such template, I do not see the in the flow the area for users to provide input for the new module I have created.
I am sure I am missing something. Please help! Thank you
You're not missing something, the actual quote flow will only ever show the default fields. Any other fields added to a quote template can only be edited in customized quote templates as you've seen. It's quite an unfortunate limitation of Quotes since it requires a new customized quote to be created any time any of the fields need to be changed. 😔
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