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
7 upvotes
3 Replies
Top Contributor | Platinum Partner
May 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 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 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...read more
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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
3 upvotes
72 Replies
Accepted Solution
Participant
February 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...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 13:15
Can I get into the custom quotes template Beta? Or do you have a realese date on this update?
AdamSand on January 24, 2022
Hello, Will we be able to use the "New" quoting feature to also automatically calculate quantities in some way, either at the calculated fields level or by putting calculations into the template? For Example If we have a Custom Object "pets" read more
3 upvotes
0 Reply
SR0 on October 07, 2021
I worked on a custom quote template, which displays data from custom objects (billing and shipping). I used the HubL function (crm_associations) to get the associated record from the deal. It used to work before during quote creation but suddenly read more
HubSpot Product Team
October 12, 2021 09:25
Thanks for making that clear @SR0
Bob2245 on March 15, 2021
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 road read more
3 upvotes
2 Replies
Top Contributor | Platinum Partner
November 30, 2021 05:34
Quick update, had a look today and looks like this is in: https://developers.hubspot.com/docs/cms/hubl/variables/quotes#custom-objects
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