Custom Quote Template Beta

Bob2245
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

Include Custom Object data in templates

Hi,

 

So happy that this beta is underway. Haven't been able to test it myself yet, but I see that it's possible to create templates that include Contact, Company and Deal information through HubL. I was wondering if Custom Objects are on the roadmap to also be accessible this way? I.e. include data of any custom object records attached to the Deal in the Quote template.

 

I have a client with an urgent use case that would be solved with this exact functionality, and I'd love to be able to tell them it's on the way.

2 Replies 2
Bob2245
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

Include Custom Object data in templates

Quick update, had a look today and looks like this is in:

https://developers.hubspot.com/docs/cms/hubl/variables/quotes#custom-objects

0 Upvotes
JeffBantz
Contributor

Include Custom Object data in templates

Likewise, this is pretty essential functionality. Specifically, we need the functionality to work like this.

{% set DEAL = template_data.quoteAssociatedObjects.deal %}

We have a Custom Object called COMMUNITY that is associated to DEAL that I need to be able to pull data into the Quote

{% set CUSTOMER = DEAL.associatedObject.MyCustomObjectName %}

0 Upvotes