Invoices

[AWalden8]

Does anyone know how to adjust the page settings or margins on invoices in the crm? I'm trying to print them but the "comment" portion is rolling over the a 2nd page and I want it to print all on one page.

[james-portant · Accepted solution]

Hey @AWalden8  

We have an invoice automation app for HubSpot called Portant. It it will give you more control over the data included in your invoice, including how it is formatted. We use Google Docs or Slides to allow you to design the quote to look exactly the way you want it to. I made a short 60s video about it here: You can check it out the app here:

Here is a invoice template workflow to help you get started: https://app.portant.co/templates/tmp_N9t6HXPGWpcwfL
App: https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/portant-1323181
If that looks helpful, we have some docs to help you get started: https://docs.portant.co/portant-docs/sources/hubspot but if you need any additional help, please feel to book a call here: https://calendly.com/james-portant/30-min-meeting

Cheers,
James - CEO @ Portant

Portant App for HubSpot: https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/portant-hubspot-google-docs-in...

[Lucila-Andimol · Accepted solution]

Hey @AWalden8 

I think this might be happening if the amount of content exceed the one that can be shown in 1 page only.

I'd try to adjust the texts and content so that it fits in one page.

Here is an article with all the things that can be edited for the moment 

If you think that being able to have design options for invoices 'd be a good idea, you can post this in the ideas forum. (here is a similar idea about design that you can upvote)

hope this helps

[james-portant · Accepted solution]

Hey @AWalden8  

We have an invoice automation app for HubSpot called Portant. It it will give you more control over the data included in your invoice, including how it is formatted. We use Google Docs or Slides to allow you to design the quote to look exactly the way you want it to. I made a short 60s video about it here: You can check it out the app here:

Here is a invoice template workflow to help you get started: https://app.portant.co/templates/tmp_N9t6HXPGWpcwfL
App: https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/portant-1323181
If that looks helpful, we have some docs to help you get started: https://docs.portant.co/portant-docs/sources/hubspot but if you need any additional help, please feel to book a call here: https://calendly.com/james-portant/30-min-meeting

Cheers,
James - CEO @ Portant

Portant App for HubSpot: https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/portant-hubspot-google-docs-in...