Custom Quote Template Beta

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velliott le Mars 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 Lire la suite
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Contributeur de premier rang | Partenaire solutions Platinum
Mai 30, 2023 18:16
I have some queries after copying a Quote and trying to make some amendments to it. Are you able to help? Many thanks, Vanessa
jmclaren le Février 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 Lire la suite
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Participant
Février 18, 2021 10:07
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...Lire la suite
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jmclaren le Février 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 Lire la suite
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Participant
Février 19, 2021 02:28
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...Lire la suite
ethankopit le Février 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 Lire la suite
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Participant
Octobre 01, 2021 13:15
Can I get into the custom quotes template Beta? Or do you have a realese date on this update?
Bob2245 le Décembre 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 Lire la suite
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amandaulm le Juillet 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 Lire la suite
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Contributeur
Juillet 21, 2021 15:46
@ethankopit Thanks for your attention on this - oddly, I only just received the email notifications today, of your replies and @mangelet 's reply...Lire la suite
SR0 le Mai 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 Lire la suite
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Juillet 06, 2022 18:01
Also getting this. No idea why.
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