Custom Quote Template Beta

Filtrar por
  • Todas las etiquetas
Ordenar por
Más reciente
  • Más reciente
  • Más me gusta
Estado
Todo
  • Todo
  • Resuelto
  • Unsolved
  • No hay respuestas
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
7 Me gusta
3 Respuestas
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
3 Me gusta
1 Respuestas
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
Resuelta
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
3 Me gusta
72 Respuestas
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
5 Me gusta
12 Respuestas
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?
MNick2 en Octubre 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 Leer más
1 Me gusta
4 Respuestas
Participante
Noviembre 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 ...Leer más
JDavis48 en Julio 30, 2021
If you preview the Standard:Original and Standard:Modern quote templates, they display the sender's avatar image. I'm trying to copy this for a custom proposal template I'm building, but cannot figure out what bit of code to use to call this variab Leer más
2 Me gusta
3 Respuestas
Participante
Septiembre 28, 2021 09:16
Hey JDavis48 Thanks for the replay. You're right, seems IF statements aren't the best solution
CSarzana en May 12, 2021
Hi there, I create a custom quote template and now that I finished, I notice that I'm not able to choose and change the quote language... Am I missing something or is a feature not available right now? Thanks, Camilla
11 Me gusta
10 Respuestas
Participante
Julio 19, 2023 11:23
Any updates on this?
cancelar
Mostrando los resultados de 
Buscar en lugar de 
Quiere decir: 
92
Members
914
Posts
Crea una publicación

HubFans

Are you a HubSpot enthusiast? Join our HubFans group to connect with your peers.