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  • jmclaren on February 10, 2021
    1 Replies
    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...
    February 18, 2021 07:07
    Hello! I submitted an idea in the idea forum that is related to quotes. Here's the post:
  • Solved
    jmclaren on February 10, 2021
    54 Replies
    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...
    September 17, 2021 08:31
    We are playing with the quote templates at the moment and this is exactly what we are missing to move on. Looking forward to this update! Coming from...
  • ethankopit on February 28, 2021
    11 Replies
    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...
    HubSpot Product Team
    September 16, 2021 07:55
    Hey team - sorry for not closing the loop sooner here, but just an FYI that the "new template schema" was cms-quotes-theme which went live to the bet...
  • TNJ on July 01, 2021
    2 Replies
    Hi there, I'm trying to create a custom quote template, I've a Marketing Hub Pro license, but in the design tools I can't view the quote template. I followed this guide: ...
    September 16, 2021 13:14
    I am having the same issue. We are investigating if we can utilize HS to create custom quotes for our Commercial Proposal, but I am not able to view ...
  • CSarzana on May 31, 2021
    12 Replies
    Hi everyone, I have a big problem with Comments and Terms boxes... I create a custom quote template, but when I create a quote and insert some text in comments and terms boxes, I always get the default content and not my own text (Lorem ipsum dolor ...
    Participant | Diamond Partner
    July 16, 2021 02:11
    Thank you so much @NelsonS - I can now add the additional comments to buyer and additional purchase terms. Your help is really appreciated!
  • CSarzana on May 25, 2021
    6 Replies
    Hi everyone, I'm trying to find the way to translate the "billing frequency label" and the "comments" and "terms" labels. Can someone point me in the right direction? At the moment I see there is no possibility to translate quote while cre...
    HubSpot Employee
    June 10, 2021 09:55
    @CSarzana Thank you for replying. I understand. @joelgaudeul 's suggestion of getting the stored value and translating it that way would work. ...
  • SR0 on May 07, 2021
    1 Replies
    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...
    May 09, 2021 18:04
    +1 - Had to revert to proposal
  • jessicad on May 04, 2021
    1 Replies
    Hello! I've been using the design manager to create a custom quote and I'm looking for a way to see a subtotal of "other fees" similarly to the way that the products and services has a one time subtotal and/or monthly and then you can see the en...
    Community Manager
    May 10, 2021 21:37
    @jmclaren and @ethankopit , is there anything you can share with @jessicad ?
  • JBrake on April 27, 2021
    4 Replies
    As far as I can tell, when creating a custom quote (and perhaps a stand quote too), you the quote will be produced as an A4 portait page (Web and PDF). Is there any way to: 1) Change from portait to landscape, and 2) Change the page size f...
    HubSpot Employee
    April 30, 2021 20:42
    1) Change from portait to landscape This you can do with CSS. you could quite literally rotate the content of the page in the print stylesheet. B...
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