Custom Quote Template Beta

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velliott en Marzo 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 Leer más
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Colaborador líder | Partner nivel Platinum
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 en Febrero 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 Leer más
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Participante
Febrero 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...Leer más
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jmclaren en Febrero 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 Leer más
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Participante
Febrero 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...Leer más
ethankopit en Febrero 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 Leer más
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Participante
Octubre 01, 2021 13:15
Can I get into the custom quotes template Beta? Or do you have a realese date on this update?
StoneCurators en May 25, 2021
Two questions .... I have been trying to get help for from the HS support channel with getting the code for the “Standard: Modern” template below so I can see how you accomplish the format of the product list ( with descriptions under the names Leer más
Participante
Junio 21, 2021 07:33
Thank you Jon. What you describe above I was able to figure out myself. What I needed help with was how to get the description property to display ...Leer más
ToniDelgado29 en Marzo 22, 2021
We have been using word and PDF when sending out offers. The good thing about that is that we can easilly split the document into what they can by right now and then additional prices on other products that aren't part of the offer, but are importan Leer más
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