Nov 20, 2021 3:17 PM - edited Nov 22, 2021 12:25 PM
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.
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).
Dec 14, 2021 10:06 AM
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.
Dec 14, 2021 10:12 AM
@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.
Dec 14, 2021 10:17 AM
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.
Dec 14, 2021 10:23 AM
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.