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Custom Quote Template Beta

Rechercher Custom Quote Template Beta pour des solutions ou poser une question

velliott le Mars 16, 2022

Customized Quote Templates Now Live!

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 Lire la suite

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vanessahunt

Contributeur de premier rang | Partenaire solutions Platinum

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 le Février 10, 2021

Collection of posts outside of this group

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 Lire la suite

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Marine

Participant

Février 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...Lire la suite

Résolues

jmclaren le Février 10, 2021

What do you think of the custom quotes functionality right now?

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 Lire la suite

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Accepted Solution

RussJB

Participant

Février 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...Lire la suite

ethankopit le Février 28, 2021

Providing feedback on new template design

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 Lire la suite

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RSmola

Participant

Octobre 01, 2021 13:15

Can I get into the custom quotes template Beta? Or do you have a realese date on this update?

LWilkes le Septembre 19, 2022

Create topic sections in quote

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 Lire la suite

Répondre HTML quote Quotes template Templates

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LWilkes

Membre | Partenaire solutions Platinum

Septembre 26, 2022 07:06

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...Lire la suite

Jake_Lett le Avril 14, 2022

How to preview a custom template using real deal data

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 Lire la suite

Répondre Quotes

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Jake_Lett

Guide | Partenaire solutions

Avril 21, 2022 08:29

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...Lire la suite

mrspabs le Février 03, 2022

Line items table

Hello, is it possible for the line items table to include custom product properties?

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vanessahunt

Contributeur de premier rang | Partenaire solutions Platinum

Mai 30, 2023 18:34

This was very useful, @Jake_Lett ! Thanks so much 😁 I just added another question to your YouTube channel! Thanks in advance.

AdamSand le Janvier 24, 2022

Custom Quotes Based on Calculated Properties

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" Lire la suite

Répondre Custom Objects Products Quotes

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TLima1 le Janvier 20, 2022

How can i create quotes with all companies that the deal has?

I need to create a quote with all companies envolved in a deal. Have any chance to do this using CMS Hubspot?

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louischausse le Janvier 13, 2022

Is it possible to create multi language custom quote template?

When using custom quote template, the language selector becomes grey... Is there a way to make it work? Thanks for your help!

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JenWeiss

HubSpot Employee

Janvier 18, 2022 06:58

Hi @louischausse , Thank you for reaching out to us! This is currently not something that is supported for custom quote templates at ...Lire la suite

louischausse le Janvier 10, 2022

Ability to use HubSpot Custom Quote Template for e-signature of documents?

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 Lire la suite

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louischausse

Conseiller clé | Partenaire solutions Platinum

Janvier 13, 2022 16:31

I am not sure if you provide the right link... it doesn't seem like a suggestion post... @JenWeiss

Bob2245 le Décembre 22, 2021

Would this be possible? Uploading files through a form in a quote & validation

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 Lire la suite

Répondre CMS Developers Forms Quotes

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Mary_Pouliot le Novembre 18, 2021

Reporting comments issue in "Minimal" template

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 Lire la suite

Répondre Bug Quotes

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dmytro

Participant

Novembre 24, 2021 09:44

Hello @Mary_Pouliot Make sure that you use Personalization Token in the Quote template, see the screenshot

dmytro le Novembre 09, 2021

Hide Quote comments block if it's empty

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="@ Lire la suite

Répondre code Quotes

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amin-laanaya

Participant

Décembre 19, 2022 02:43

If done correctly, it should work. Could you share your code?

MNick2 le Octobre 15, 2021

Standard Templates Editable

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 Lire la suite

Répondre Quotes Template Design

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dmytro

Participant

Novembre 01, 2021 05:34

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 ...Lire la suite

dianalcont le Septembre 30, 2021

Custom quotes that are specific to Business Units

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 Lire la suite

Répondre Business Units Quotes Sales Hub

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SHuluta

Participant

Septembre 08, 2022 11:36

As someone who chose Hubspot over Salesforce for the delineation of business units having the feature of custom quotes per business unit is essential...Lire la suite

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