Custom quote template - adding custom fields

sherpabizdev
Member | Partner

We licensed HubSpot CMS solely for the ability to access the beta that would allow customization of the quote template. We were able to accomplish this during the summer by directly accessing the template code to move things around on the quote the way we wanted and add custom field information to the quote.

 

The trouble was that, for some reason, the esignature feature would result in an error upon customer verification. So we reverted to physical signature while we tracked down that issue.

 

In the meantime, the approach to quote templates changed to a drag and drop interface that is very limited and doesn't seem to offer a way to add custom fields to a quote template. 

 

Then recently the template we created previously vanished from the user options. We are having trouble getting help from HubSpot.

 

Questions:

  1. Is there a way to add custom fields to a quote template?
  2. Can we regain access to custom templates that were previously developed outside of the drag and drop interface?

Thanks in advance for any insights about how to add custom fields using the new interface or how to get older templates to appear as options for the user. We're pretty frustrated (understatement).

 

Andy

7 Replies 7
ssoltani
Participant

Please could you share the solution to how to add custom properties to the Quote template?

 

Thank you!

0 Upvotes
cwh8944
Participant

Di you find any way to include custom properties on a quote? My use case is similar– I am looking to either have a deal property or a product property be visible on a quote.

 

I will also include any updates I receive.

0 Upvotes
sherpabizdev
Member | Partner

@cwh8944  Yes. Our programmers did figure it out, but I am not sure exactly what the trick was. But it is possible. We needed to put both bill-to and ship-to addresses on the quote. The ship-to is comprised of custom Deal fields and the bill-to pulls from the Company record like usual.

0 Upvotes
cwh8944
Participant

We actually plan to use that exact use case (ship-to, bill-to) for "brokered" deals as well. Did you have a 3rd party company or in-house programmers work on this? I would love to get more information if possible.

0 Upvotes
sherpabizdev
Member | Partner

I'm sorry to say that it's been a painful process. Our developers are sort of in house, but I don't manage them. I'll see if I can get a nugget of advice from that team. I have a feeling they don't want to wrestle with this again.

0 Upvotes
cwh8944
Participant

Im sure it has, even to get to this point has been painful. Anything would be helpful here, or if they're open to taking on another project I am looking for a team to take this on.

0 Upvotes
Phil_Vallender
Most Valuable Member | Elite Partner

This might be a question for you @ethankopit ?

Phil Vallender | Inbound marketing for B2B technology companies
0 Upvotes