Commerce Tools

Mudassar502
Member

How to add 1 custom field in Quote template,

Hi seniors,

How to add 1 custom field in Quote template,
like, i wnt to add 1 more input custom field in Quotation, but in Signature block

after verify to sign button,

i have created new module for this input field, but that is empty,
 

0 Upvotes
4 Replies 4
HubSpot_Corey
Top Contributor

How to add 1 custom field in Quote template,

Apologies for the delayed response—I’ve been away for the past month. Could you clarify whether the issue is that the custom property field isn’t appearing on the quote template, or that the property field is on the quote, but isn’t being pre-filled with data when sent to the client? Once I have this information, I should be able to assist you better.

If you've already solved it, It be great to hear your solution so it can help others who might be facing a similar issue.

Mudassar502
Member

How to add 1 custom field in Quote template,

Hi,

Thmsk for reply.

 

I have added field. But data not submitted and rest. When press button. Verify now.

 

User receive new email. With verification link. 

 

After that when user click on linkm it again redirect popup. For sign the quote.

 

I check no input field (Purchase Order number) submitted.

 

 

 

 

0 Upvotes
BérangèreL
Community Manager
Community Manager

How to add 1 custom field in Quote template,

Hi @Mudassar502 and welcome to the Community! 🎉
We are so glad to have you here! ❤️

I love you asked this question, thank you for checking with the Community!

Could you please share the code of the module that you created, please?

The more info, screenshots (without sensitive/confidential information), and details you can provide, the better the Community can assist.


I checked for you and I found a similar thread. If you are using a custom quote template, it seems that you should be able to add a custom field.

Here is the post from @james-portant here "Add custom field from the Deal to the Quote" where you'll find a link to custom quote template and a video that might help you.

I'd love to also hear from our Top Experts: Hi @HubDoPete, @HubSpot_Corey and @ChristinaKay do you have other suggestions to help @Mudassar502, please?

And please @Mudassar502, let me know if there is anything else I can help with. I'll be delighted to do so!

Thanks a lot and have a brilliant day and weekend!

Best,
Bérangère


HubSpot’s AI-powered customer agent resolves up to 50% of customer queries instantly, with some customers reaching up to 90% resolution rates.
Learn More.


Saviez vous que la Communauté est disponible en français?
Rejoignez les discussions francophones en changeant votre langue dans les paramètres! !
0 Upvotes
Mudassar502
Member

How to add 1 custom field in Quote template,

yes, 

i created new text field in signature module, firstly i have clone the theme and then, i add new text field in email signature module,
you cna check code and module custom field here.
hubspot_quotation_deals-02.png

 



0 Upvotes