Custom Quote Template Beta

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velliott on Março 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 Leia mais
7 avaliações positivas
3 Respostas
Top colaborador(a) | Parceiro Platinum
Maio 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 Fevereiro 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 Leia mais
3 avaliações positivas
1 Respostas
Fevereiro 18, 2021 10:07
Hello! I submitted an idea in the idea forum that is related to quotes. Here's the post: mais
jmclaren on Fevereiro 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 Leia mais
3 avaliações positivas
69 Respostas
Accepted Solution
Fevereiro 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...Leia mais
ethankopit on Fevereiro 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 Leia mais
5 avaliações positivas
12 Respostas
Outubro 01, 2021 13:15
Can I get into the custom quotes template Beta? Or do you have a realese date on this update?
LWilkes on Setembro 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 Leia mais
1 avaliações positivas
2 Respostas
Membro | Parceiro Platinum
Setembro 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...Leia mais
BootstrapC on Abril 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 Leia mais
1 avaliações positivas
2 Respostas
Top colaborador(a) | Parceiro
Abril 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...Leia mais
mrspabs on Fevereiro 03, 2022
Hello, is it possible for the line items table to include custom product properties?
3 avaliações positivas
7 Respostas
Top colaborador(a) | Parceiro Platinum
Maio 30, 2023 18:34
This was very useful, @BootstrapC ! Thanks so much 😁 I just added another question to your YouTube channel! Thanks in advance.
AdamSand on Janeiro 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" Leia mais
1 avaliações positivas
0 Respostas
TLima1 on Janeiro 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 avaliações positivas
0 Respostas
louischausse on Janeiro 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 avaliações positivas
1 Respostas
HubSpot Employee
Janeiro 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 ...Leia mais
louischausse on Janeiro 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 Leia mais
2 avaliações positivas
2 Respostas
Conselheiro(a) de destaque | Parceiro Platinum
Janeiro 13, 2022 16:31
I am not sure if you provide the right link... it doesn't seem like a suggestion post... @JenWeiss
Bob2245 on Dezembro 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 Leia mais
3 avaliações positivas
0 Respostas
Mary_Pouliot on Novembro 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 Leia mais
2 avaliações positivas
1 Respostas
Novembro 24, 2021 09:44
Hello @Mary_Pouliot Make sure that you use Personalization Token in the Quote template, see the screenshot
dmytro on Novembro 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="@ Leia mais
1 avaliações positivas
5 Respostas
Dezembro 19, 2022 02:43
If done correctly, it should work. Could you share your code?
MNick2 on Outubro 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 Leia mais
1 avaliações positivas
4 Respostas
Novembro 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 ...Leia mais
dianalcont on Setembro 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 Leia mais
12 avaliações positivas
3 Respostas
Setembro 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...Leia mais
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