Hi everyone, I have a big problem with Comments and Terms boxes... I create a custom quote template, but when I create a quote and insert some text in comments and terms boxes, I always get the default content and not my own text (Lorem ipsum dolor sit...)
I alsa try to create a new copy of Hubspot quote template to see if I made some mistakes, but I get the same error.
Hey team! Just wanted to check on if @mangelet solution works for you @CSarzana? For some color, the reason we didn't pre-load these tokens into the template is because the existing UI (i.e. the rep enters comments or terms) was never supposed to be around for so long! The REAL solution is for you to be able to mark whatever modules you want as "editable" in the Quote Template Editor, then whichever modules are "editable" appear to the rep during quote creation.
But, that feature has taken longer to build than predicited. However, we're closing in on it!
For those who are currently using QUOTE.hs_terms or QUOTE.hs_comments - would you switch to the new system described above when it becomes available? What do you think?
@jmclaren@CSarzana I think I got this one. So you want to use {{ QUOTE.hs_terms }} for the actual terms that the sales rep adds, and use {{ module_defaults.terms }} for text you want to display always, regarding. Something that could be useful i to a way to "preload" content for the QUOTE.hs_terms....
Martin Angeletti
HubSpot Veteran (12+ years)
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For some additional context - the issue appears to be that the value you set in the individual quote doesn't override what is set in the sales manager quote template (the quote template you see under settings)
That's odd. @CSarzana are you including the personalization tokens for Comments and Terms in the boxes in the template? Those personalization tokens hold whatever data is in the comments to buyer and purchase terms fields that users can edit in the quote wizard.
If the problem is that your text isn't rendering when you write it into the template code - that's weird...I'd ask @jmclaren if he has any ideas