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 read more
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 read more
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...read more
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 read more
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...read more
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 read more
This error comes up a lot when trying to download a quote from the dashboard. Usually it'll go away on it's own if you try again a few seconds later but sometimes it just seems stuck that way
@BGrennan We produce the downloadable version of the PDF on demand, this means it can take a few minutes for the PDF to become available. The text...read more
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