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 続きを読む
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 続きを読む
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...続きを読む
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 続きを読む
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 続きを読む
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 続きを読む
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...続きを読む
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 続きを読む
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...続きを読む
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" 続きを読む
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 続きを読む
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 続きを読む
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 続きを読む
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="@ 続きを読む
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 続きを読む
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 ...続きを読む
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 続きを読む
As someone who chose Hubspot over Salesforce for the delineation of business units having the feature of custom quotes per business unit is essential...続きを読む
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