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 Beitrag ansehen
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 Beitrag ansehen
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...Beitrag ansehen
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 Beitrag ansehen
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...Beitrag ansehen
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 Beitrag ansehen
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" Beitrag ansehen
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 Beitrag ansehen
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 Beitrag ansehen
