Aug 13, 2021 2:25 PM - edited Aug 13, 2021 2:37 PM
When editing quotes we can use the quote property is_preview in order to check if we are in the actual quote or if we are only visualizing it.
Long story short: It would be nice if we could have a property like "is_in_editing", for when we are creating a quote based on a quote template (like is shown here).
Currently at my company we use some properties of the quote to show/hide some modules. The problem is that hubspot provides a default quote_object when editing a quote wich causes some of the modules to not appear in the editor and therefore, not editable.
If there was a way to assert that we are in the editor with the is_in_editing property we could program our template to ignore these checks in this case.
It is kind of what is being described here but for Custom Quote Templates.
Aug 17, 2021 2:59 AM