Showing results for 
Search instead for 
Did you mean: 
Filter by:
  • All labels
Sort by:
Most Recent
  • Most Recent
  • Most Upvoted
  • jmclaren on February 10, 2021
    1 Replies
    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...
    February 18, 2021 07:07
    Hello! I submitted an idea in the idea forum that is related to quotes. Here's the post:
  • Solved
    jmclaren on February 10, 2021
    54 Replies
    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...
    September 17, 2021 08:31
    We are playing with the quote templates at the moment and this is exactly what we are missing to move on. Looking forward to this update! Coming from...
  • ethankopit on February 28, 2021
    11 Replies
    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...
    HubSpot Product Team
    September 16, 2021 07:55
    Hey team - sorry for not closing the loop sooner here, but just an FYI that the "new template schema" was cms-quotes-theme which went live to the bet...
  • JDavis48 on July 30, 2021
    0 Replies
    If you preview the Standard:Original and Standard:Modern quote templates, they display the sender's avatar image. I'm trying to copy this for a custom proposal template I'm building, but cannot figure out what bit of code to use to call this variab...
  • StoneCurators on June 28, 2021
    0 Replies
    I have my new quote theme templates working and am wondering about the best way to transition out of the old proposal theme templates: 1. Is it safe to delete my old proposal theme templates so the no longer show up in the "Quote Template" selec...
  • lilybond on June 14, 2021
    25 Replies
    Is anyone else running into this issue? I'm referencing the default signature module in my template: {% module "signature" path="@hubspot/quote_signature" %} Everything *looks like it's working correctly*, but when someone clicks "Verify to sig...
    August 06, 2021 01:02
    @ethankopit @PlyWood Thank you for your help. I've passed both suggestions to someone far more knowledgable than me in html. *fingers crossed* ...
  • SR0 on May 07, 2021
    1 Replies
    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...
    May 09, 2021 18:04
    +1 - Had to revert to proposal
  • Leigh_Simpson on March 11, 2021
    0 Replies
    Excited about the improved quotes function. Delighted to be part of this group too. Most points that I had seem to be covered, but I didn't see anything about product bundles. We have a few clients who consolidate products into a bundle...
  • Solved
    Marine on February 24, 2021
    2 Replies
    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...
    Top Contributor | Platinum Partner
    April 22, 2021 11:21
    @Marine I recommend having a custom report based on deals and line-items for that. We've done this many times. Hope it helps!
Recent contributors
Create post
Recent contributors