How to add 1 custom field in Quote template,

[Mudassar502]

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,
 

[HubSpot_Corey]

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.

[Anonymous]

Hey there!

Adding a custom field to your HubSpot Quote template is a smart way to personalize your quotes and capture specific information. Since you’ve already created a new module for the input field, you’re on the right track! Now, let’s make sure it shows up where you want it, like in the Signature block after the "Verify to Sign" button.

Here’s a quick guide to get you there:

1. **Access Your Quote Template:** Go to your HubSpot account, navigate to "Settings," and find the "Sales" section. Click on "Quotes" and select the template you want to customize.

2. **Edit the Template:** Within the template editor, locate the area where you want the new custom field to appear (in this case, the Signature block).

3. **Insert Your Custom Field:** Drag and drop your custom module into the Signature block area. Make sure it’s positioned correctly, so it shows up just after the "Verify to Sign" button.

4. **Configure Your Field:** Click on the module you added to configure it. If it’s showing up empty, double-check that you’ve linked the field to the correct data source or added the necessary default values.

5. **Save and Test:** Save your changes and preview the quote to ensure the custom field appears as expected. Don’t forget to test it with a real or dummy quote to see if everything works smoothly.

If you’re diving into the world of crypto and need insights on the best crypto to buy now , check out Artemis Coin for top recommendations and expert advice.

Hope this helps! If you have any more questions or need further clarification, feel free to ask.

Good luck with your customization!

[dingomingo]

To add a custom field in a Quote template, particularly in the Signature block, follow these steps:

1. Open your Quote template in the template editor.
2. Locate the Signature block section in the template.
3. Add a new input field by inserting the appropriate HTML or template syntax for a custom field.
4. Label the custom field as needed to identify it correctly.
5. Save and preview the template to ensure the new field appears correctly.

For example:
```html
<div class="signature-block">
<p>Authorized Signature:</p>
<input type="text" name="signature" placeholder="Sign here">
<p>Custom Field:</p>
<input type="text" name="customField" placeholder="Enter custom info">
</div>
```

If you're managing multiple tasks, don't forget to check Nol card history to keep track of your travel details efficiently.

[Mudassar502]

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.

[BérangèreL]

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

[Mudassar502]

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.