sender profile image

[JLaurrieta]

Hi there

I'm trying to insert the senders profile image in my quote template, but can't seem to find the variable for it. I do also wonder if theres a variable for "author name"; I managed to get the hd_created_by_user_id, but can't seem to find the name variable.

can anyone help?

[JLaurrieta]

thanks for your help. @Anonymous .

I seem to be incapable of sucessfully following the instructions given in the link, so I'll just resort to manually getting everyones creator id and adding it in the corde... untill a created_by_user_name variable is made public...

[Aimartinez14]

Hi, I am a colleague @JLaurrieta,

We were developing our own template, based on the CCS and HTML from the "Minimal Template".

We are now wondering if it could be possible to recieve the code from the "Modern Template"? It is the one that we have been using for our clients, and we want to base our edited style without changing it too much from the previous template.

We also got the "Bold Template", but we do not need it.

Many thanks in advance!

[Anonymous · Accepted solution]

Hello,

At this time not all properties are available to be used in quotes.  This is a complete list of Quote Properties currently available:

This is set in the header using 

{% set QUOTE_PROPS = template_data.quote %}

You may display all available properties by using 

{{ QUOTE_PROPS|pprint }}

Results:
id=1
hubspot_owner_id=1
hs_all_owner_ids=1
hs_created_by_user_id=1

hs_updated_by_user_id=1

hs_lastmodifieddate=1/1/20

hubspot_owner_assigneddate=1/1/20

hs_createdate=1577898314000

hs_expiration_date=1609434314000

hs_title=Sample quote

hs_template_type=PROPOSAL

hs_proposal_domain=1.hs-sites.com

hs_proposal_slug=sampleSlug

hs_proposal_template_path=cms-proposals-theme/quote__simple.html

hs_quote_amount=$100

hs_timezone=US/Eastern

hs_currency=USD

hs_language=en

hs_locale=en-us

hs_public_url_key=0123456789abcdef

hs_terms=<p>Sample terms</p>

hs_comments=<p>Sample comments</p>

hs_sender_firstname=Firstname

hs_sender_company_name=HubSpot

hs_logo_url=https://api.hubapiqa.com/avatars/v1/signed-uris/1CmcKFwgEEhNzbGVlcHlzaGVlcC53ZWJzaXRlGJmI4PYFIJyrMyo... hs_status=APPROVAL_NOT_NEEDED

hs_primary_color=#425b76

hs_quote_number=20200101-00000001

hs_payment_enabled=true

hs_esign_enabled=true

If you know the URL of your profile images you could create a custom quote template for each rep and hard code the 

<img src="rep profile image" >

Then in the quote creation stage, you just select the template belonging to the rep sending the quote. 

[JLaurrieta]

thanks for the solution, @Anonymous . Guess I'll have to do an

 {{% if hs_sender_firstname == rep %}} <image src="rep profile image">{{% endif %}}

 for each rep... is there somo sort of {{% case %}} that could shorten the code?

By the way, how can I find the hs_created_by_user_id for each user in my team? Have been looking for it, but didn't manage find it.

Regards

[Anonymous]

For shortening the code I imagine there would be a way to {% set SENDER %} in the head area, but it would be trial and error to find the best options for that.

Finding User ID was marked solved in this thread: https://community.hubspot.com/t5/APIs-Integrations/Where-I-can-find-team-member-user-ID/td-p/287389 

Looks like a couple of ways to do it. 

[dennisedson]

Hi @JLaurrieta 

Perhaps @CRivera or @Josh  might be able to lend a hand  🙌!

[Josh]

Hi @JLaurrieta,

I've done some searching, but haven't found that variable either. @Anonymous - any insight on this?

Thanks for the ping @dennisedson!

Josh