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
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
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
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
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
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
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
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
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