Custom Quote Template Beta

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velliott on March 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 read more
5 upvotes
2 Replies
Member
September 25, 2022 07:55
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jmclaren on February 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 read more
3 upvotes
1 Reply
Participant
February 18, 2021 07:07
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...read more
Solved
jmclaren on February 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 read more
1 upvote
66 Replies
Accepted Solution
Participant
February 18, 2021 23:28
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...read more
ethankopit on February 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 read more
5 upvotes
12 Replies
Participant
October 01, 2021 10:15
Can I get into the custom quotes template Beta? Or do you have a realese date on this update?
LWilkes on September 19, 2022
Hi all! I am creating a new quote template for my company in which I want to section the different types of products in different tables with their own subtotals. I am considering to base them on either the folder structure in my product library, o read more
1 upvote
2 Replies
Member
September 26, 2022 04:06
Thank you for your response. My intention is to base it on properties such as product type. We do mention the quantity of line items, but it does not...read more
BootstrapC on April 14, 2022
When creating a custom template the only way I see to test out the design is by creating a quote and then referencing the small iframe preview. Once you publish the deal the styles and code are backed and any changes to the code are not reflected on read more
1 upvote
2 Replies
Top Contributor | Partner
April 21, 2022 05:29
Thanks dmytro but that is what I am trying to get around. After each change you have to recall and edit and go through the prompts. It gets repetitiv...read more
mrspabs on February 03, 2022
Hello, is it possible for the line items table to include custom product properties?
2 upvotes
6 Replies
Top Contributor | Partner
September 17, 2022 03:55
If anyone finds this thread I created a video that walks through the steps of showing a custom property in the line item module. https://www.y...read more
AdamSand on January 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" read more
1 upvote
0 Reply
TLima1 on January 20, 2022
I need to create a quote with all companies envolved in a deal. Have any chance to do this using CMS Hubspot?
1 upvote
0 Reply
louischausse on January 13, 2022
When using custom quote template, the language selector becomes grey... Is there a way to make it work? Thanks for your help!
1 upvote
1 Reply
HubSpot Moderator
January 18, 2022 03:58
Hi @louischausse , Thank you for reaching out to us! This is currently not something that is supported for custom quote templates at ...read more
louischausse on January 10, 2022
Hey all, Would like to use a Custom Quote Template for the e-signature of documents that are not quotes like "terms and conditions", "NDAs", or any other legal documents. This is quite easy since we can now hide the list items table and read more
2 upvotes
2 Replies
Key Advisor | Platinum Partner
January 13, 2022 13:31
I am not sure if you provide the right link... it doesn't seem like a suggestion post... @JenWeiss
Bob2245 on December 22, 2021
So, we have this case for one of our clients. They're an asset manager and private equity firm, and want to use a custom quotes template to create quotes that include file upload functionality so recipients can upload their ID and copies of required read more
3 upvotes
0 Reply
Mary_Pouliot on November 18, 2021
The "Minimal" template does not show written comments to buyer or written purchase terms in quote preview or created quote. Writing this on behalf of customer, Angela Maness of Hotsy Equipment. Angela has built all of her custom quotes off of read more
2 upvotes
1 Reply
Participant
November 24, 2021 06:44
Hello @Mary_Pouliot Make sure that you use Personalization Token in the Quote template, see the screenshot
dmytro on November 09, 2021
Hello How it's possible to hide Quote comments block if it's empty (see screenshot) In code it looks like this: <h2 class="comments-title text-center">Comments</h2> {% module "comments" label="Comments" path="@ read more
1 upvote
2 Replies
Participant
November 12, 2021 00:24
Thank you @arlogilbert This is what I looking for!
MNick2 on October 15, 2021
I contacted support to see if this is doable, but I'd like to find a way to download the standard templates to add / edit them as brand new templates. Basically use one of the standard templates as a base starting point since for example the "st read more
1 upvote
4 Replies
Participant
November 01, 2021 02:34
Hey @MNick2 You can clone or make a child template from standard one and rebuild as you want, you'll have no limitations with your own template ...read more
dianalcont on September 30, 2021
Seems like a no-brainer to me to include custom quotes as one of the features available for each business unit (also a feature in Beta). Currently, we are able to give each business unit its own brand kit, domains, and associate companies and contac read more
10 upvotes
3 Replies
Participant
September 08, 2022 08:36
As someone who chose Hubspot over Salesforce for the delineation of business units having the feature of custom quotes per business unit is essential...read more
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