Custom Quote Template Beta

Jake_Lett
Guide | Partner
Guide | Partner

How to preview a custom template using real deal data

When creating a custom template the only way I see to test out the design is by creating a quote and then referencing the small iframe preview. Once you publish the deal the styles and code are backed and any changes to the code are not reflected on the URL.  Or is there another way I am not seeing?

 

Could this be added to the live preview of a quote to test changes to a template for development purposes? Any template code changes are not reflected on the live url.

?hsDebug=true

2 Replies 2
Jake_Lett
Guide | Partner
Guide | Partner

How to preview a custom template using real deal data

Thanks dmytro but that is what I am trying to get around. After each change you have to recall and edit and go through the prompts. It gets repetitive when doing a lot of css styles. A workaround I'm using now is enlarging the iframe preview when creating the quote. This gives real time feedback with accurate deal data.

0 Upvotes
dmytro
Participant

How to preview a custom template using real deal data

Hello

In the HS Quote styles and scripts generate after you make a quote, so you have to recreate quote and you'll see changes

0 Upvotes