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
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
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
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
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
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
Scenario: I am trying to find out the correct structure to pull community_name property from a Custom Object that is associated to a Deal. Within the template: Here's the setup for the data: I can't find anywhere in the documentation as to read more
@jmclaren correct me if I'm wrong, but I don't believe you can traverse objects to pull data, right? @JeffBantz I'm sorry that custom object dat...read more
Hello, I'm trying to find a way to create a report on the products that are associated to quote/deals from the product library. So that I can track which products are the most quoted, which ones are not sold enough... I didn't find a read more
