CRM

JRaaschou
Member

Custom Quotes

SOLVE

Issue: We are using HubSpot for quotes, but we are legally obligated to include a Data Processing Agreement (DPA) and terms within the quote. This means that customer data must be outlined in the DPA and terms. Unfortunately, this results in a very long contract where one needs to scroll past the DPA and terms before signing, which is not an ideal user experience.

To address this, our development team customized the quote and implemented a "fold-out" element for the DPA and terms. While this solution works well within the quote interface, a problem arises when the quote is signed and converted into a PDF. At that point, the DPA and terms are no longer visible in the finalized PDF.

Has anyone encountered a similar situation or have experience ensuring that custom elements in quotes are correctly formatted when converted into the final PDF?

Screenshot 2024-01-30 at 13.08.39.pngScreenshot 2024-01-30 at 13.08.32.png


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1 Accepted solution
HubDoPete
Solution
Guide | Gold Partner
Guide | Gold Partner

Custom Quotes

SOLVE

Hi Jonas,

 

Well done so far for customising the HubSpot Quote Template for these collapsible sections. I like how you have used expandable sections to reduce the scrolling for your customers.

 

Adding further code to your your custom template and modules can make your quote plus DPA & terms present quote differently when downloaded as a PDF. I recommend using css @media controls to hide the collapsible panels when printed, and instead, add supplementary pages to the PDF that contain the full text of the DPA and terms.

 

Tweaking the HubSpot Quote PDF can be tricky so please reach out for more help if needed.

 

best

Pete

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2 Replies 2
HubDoPete
Solution
Guide | Gold Partner
Guide | Gold Partner

Custom Quotes

SOLVE

Hi Jonas,

 

Well done so far for customising the HubSpot Quote Template for these collapsible sections. I like how you have used expandable sections to reduce the scrolling for your customers.

 

Adding further code to your your custom template and modules can make your quote plus DPA & terms present quote differently when downloaded as a PDF. I recommend using css @media controls to hide the collapsible panels when printed, and instead, add supplementary pages to the PDF that contain the full text of the DPA and terms.

 

Tweaking the HubSpot Quote PDF can be tricky so please reach out for more help if needed.

 

best

Pete

BérangèreL
Community Manager
Community Manager

Custom Quotes

SOLVE

Hi @JRaaschou,

Thank you for reaching out to the Community!

I understand that when converted in PDF, on the custom quote, some information is missing. Please let me know if that's not the case.

I'd like to share this thread that might be of interest: "Printing quotes that use the custom quote templates".

I also wanted to invite a couple of subject matter experts to this conversation:
Hi @Josh, @HubDoPete and @louischausse do you have suggestions to help @JRaaschou, please?

If anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Thank you very much and have a great day!

Best,
Bérangère


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