Custom Quote Template Beta

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velliott on März 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 Beitrag ansehen
7 Likes
3 Antworten
Stratege/Strategin | Platinum Partner
Mai 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 on Februar 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 Beitrag ansehen
3 Likes
1 Antwort
Teilnehmer/-in
Februar 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...Beitrag ansehen
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jmclaren on Februar 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 Beitrag ansehen
3 Likes
72 Antworten
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Teilnehmer/-in
Februar 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...Beitrag ansehen
ethankopit on Februar 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 Beitrag ansehen
5 Likes
12 Antworten
Teilnehmer/-in
Oktober 01, 2021 13:15
Can I get into the custom quotes template Beta? Or do you have a realese date on this update?
AdamSand on Januar 24, 2022
Hello, Will we be able to use the "New" quoting feature to also automatically calculate quantities in some way, either at the calculated fields level or by putting calculations into the template? For Example If we have a Custom Object "pets" Beitrag ansehen
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