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
Has anyone used Adobe Sign as their e-signature app of choice? I was hoping to get some insight to how it works but documentation is scarce. There is a app called Appy Pie that claims to intergate HubSpot and Adobe Sign, but cannot determine if it w Beitrag ansehen
Hello
I hope someone can please help.
I'm using a token which as per below - which is a property which comes from a date picker:
However when I generate a quote the date looks like this (Which I believe is in UNIX timestamp format).
Beitrag ansehen
It would be great if I could load data from the CRM that is not directly related to the quote data.
E.g. I've a client which would like the billing contact details added to a quote, this person beign a contact of the sales persons company.
Beitrag ansehen
We are using the custom quotes beta and very happy with it. Two requests after extensive use: 1) Please allow us to order the templates. Currently the templates show up in the order of "newest created to oldest" which is an odd ordering choice b 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 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: https://developers.hubspot.com/docs/cms/building-blocks/templates/quotes Beitrag ansehen
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 ...Beitrag ansehen
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 Beitrag ansehen
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 Beitrag ansehen
@CSarzana Thank you for replying. I understand. @joelgaudeul 's suggestion of getting the stored value and translating it that way would work. ...Beitrag ansehen
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 Beitrag ansehen
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 Beitrag ansehen
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 Beitrag ansehen
Hey there, no have not managed to solve this, but found a workaround with the client. Did you try jmclaren suggestions below? this would be my a...Beitrag ansehen