Custom Quote Template Beta

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velliott on March 16, 2022
Hi folks, I’m so excited to announce that our Customized Quote Template feature is out of beta and live in all Sales Hub Pro and Enterprise portals. Thank you all for contributing feedback and ideas that helped make this launch a reality. We stil read more
5 upvotes
2 Replies
Member
September 25, 2022 07:55
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jmclaren on February 10, 2021
Hey everyone, We know a lot of you asked questions elsewhere. There are likely questions someone else has asked already that you want to know the answers to. To make it easier for everyone to knowledge share we’ve collected them here to make it ea read more
3 upvotes
1 Reply
Participant
February 18, 2021 07:07
Hello! I submitted an idea in the idea forum that is related to quotes. Here's the post: https://community.hubspot.com/t5/HubSpot-Ideas/Send-quo...read more
Solved
jmclaren on February 10, 2021
Hey all, As we work on iterating and improving this functionality we want to make sure we're solving for your needs. We want to hear your feedback. Was there anything you expected to be able to do with custom quote templates that you couldn't read more
1 upvote
66 Replies
Accepted Solution
Participant
February 18, 2021 23:28
Hi If I'm understanding you correctly. this is already possible. For example. {{ DEAL.dealname }} will pull in the Name given to the deal. Yo...read more
ethankopit on February 28, 2021
Hey folks - our team is approaching a new phase in our beta. We believe that it's in the best interest for everyone to transition from creating templates that are pure HTML/CSS/JS, to templates that based on HubSpot CMS modules . By building templa read more
5 upvotes
12 Replies
Participant
October 01, 2021 10:15
Can I get into the custom quotes template Beta? Or do you have a realese date on this update?
Bob2245 on December 22, 2021
So, we have this case for one of our clients. They're an asset manager and private equity firm, and want to use a custom quotes template to create quotes that include file upload functionality so recipients can upload their ID and copies of required read more
3 upvotes
0 Reply
amandaulm on July 13, 2021
In preparation for the change from proposals to quote templates on July 12, we rebuilt our custom proposal objects in a clone of cms-quotes-theme. Our main template is based on Minimal, with a number of changes. I have not been able to get eithe read more
1 upvote
4 Replies
Contributor
July 21, 2021 12:46
@ethankopit Thanks for your attention on this - oddly, I only just received the email notifications today, of your replies and @mangelet 's reply...read more
SR0 on May 07, 2021
Hi guys, I tried migrating to the new quote template (cms-quotes-theme). My template works just fine when creating/editing a template - in the Settings>Objects>Products & Quotes>Quote Templates. But when I use the template d read more
Member
July 06, 2022 15:01
Also getting this. No idea why.
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