Custom Quote Template Beta

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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
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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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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
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AvniY le Mai 25, 2021
Migrating proposal to quote - not showing up
Hello there, First of all I want to greet you for your great products. I developed a quote template for my client and now it needs to be migrated. I followed the migration guide which is very clear, but when I 1. Duplicate the basic cms-quote-th Lire la suite
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bfishin
Participant
Mai 26, 2021 11:37
Yes, make sure you don't miss the this last step!: You should be able to create a template using this theme by navigating to Setting > Objects &g...Lire la suite
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