Custom Quote Template Beta

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velliott en Marzo 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 Leer más
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Colaborador líder | Partner nivel Platinum
May 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 en Febrero 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 Leer más
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Participante
Febrero 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...Leer más
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jmclaren en Febrero 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 Leer más
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Accepted Solution
Participante
Febrero 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...Leer más
ethankopit en Febrero 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 Leer más
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Participante
Octubre 01, 2021 13:15
Can I get into the custom quotes template Beta? Or do you have a realese date on this update?
JBrake en Enero 13, 2022
Has anyone used Adobe Sign as their e-signature app of choice? I was hoping to get some insight to how it works but documentation is scarce. There is a app called Appy Pie that claims to intergate HubSpot and Adobe Sign, but cannot determine if it w Leer más
Colaborador
Enero 21, 2022 09:59
I am also interested in learning more about ways to sync Adobe Sign information into Hubspot.
lilybond en Junio 14, 2021
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 Leer más
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Participante
Abril 24, 2023 14:23
Following up on this, I did end up getting it to work. The issue appeared to be in the custom CSS code I wrote that was causing the HelloSign links...Leer más
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