It's time! The next phase of the custom quotes beta! [Action Required]

[ethankopit]

Hey folks,

I wanted to let you know about some changes to the custom quote beta as of today. You might have noticed a few weeks ago that I mentioned that we were working on a new base theme for quotes. Well, the time has come! We’ve released that template (you’ll find it in your @hubspot folder) and it’s called cms-quotes-theme. 

To provide an even better developer experience and unlock a variety of powerful features (no-code template editing, content permissions), we’re asking customers to make a few changes to their custom quote/proposal templates. Specifically, the new base theme (cms-quotes-theme) represents the best practices for building custom quote templates. We’re asking you to review this new theme and use it as the new standard for their templates.

Some of the core differences between the new base theme and the old theme are…

1. The templates in the new theme (cms-quotes-theme) have templateType: quote, whereas the old templates have templateType: proposal. 
2. The templates in cms-quotes-theme are built from modules, which allow our team to offer features like the new quote template editor.
3. The new theme has the latest data retrieval syntax, so you’ll get access to the maximum amount of data includable in your template. Plus, the new template contains new, easier to use default versions of the Payment, E-Sign, and Download modules. 

Starting July 1st, you will no longer be able to generate quotes based on templates of templateType: proposal. So, please review our updated custom quotes developer documentation and migrate your templates! If you do not update your templates’ templateType to “quote” from “proposal” you will lose the ability to create quotes based on them.

In addition to the documentation, we’ve also created a quickstart guide on how to migrate templates here. However, the documentation is our source of truth.

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[#2]

Hey folks,

I wanted to let you know about some changes to the custom quote beta as of today. You might have noticed a few weeks ago that I mentioned that we were working on a new base theme for quotes. Well, the time has come! We’ve released that template (you’ll find it in your @hubspot folder) and it’s called cms-quotes-theme. 

To provide an even better developer experience and unlock a variety of powerful features (no-code template editing, content permissions), we’re asking customers to make a few changes to their custom quote/proposal templates. Specifically, the new base theme (cms-quotes-theme) represents the best practices for building custom quote templates. We’re asking you to review this new theme and use it as the new standard for their templates.

Some of the core differences between the new base theme and the old theme are…

1. The templates in the new theme (cms-quotes-theme) have templateType: quote, whereas the old templates have templateType: proposal. 
2. The templates in cms-quotes-theme are built from modules, which allow our team to offer features like the new quote template editor.
3. The new theme has the latest data retrieval syntax, so you’ll get access to the maximum amount of data includable in your template. Plus, the new template contains new, easier to use default versions of the Payment, E-Sign, and Download modules. 

Starting July 1st, you will no longer be able to generate quotes based on templates of templateType: proposal. So, please review our updated custom quotes developer documentation and migrate your templates! If you do not update your templates’ templateType to “quote” from “proposal” you will lose the ability to create quotes based on them.

In addition to the documentation, we’ve also created a quickstart guide on how to migrate templates here. However, the documentation is our source of truth.