cancel
Showing results for 
Search instead for 
Did you mean: 
Filter by:
  • All labels
Sort by:
Most Recent
  • Most Recent
  • Most Upvoted
  • jmclaren on February 10, 2021
    3 upvotes
    1 Replies
    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...
    Reply
    Participant
    February 18, 2021 07:07
    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...
  • Solved
    jmclaren on February 10, 2021
    1 upvotes
    57 Replies
    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...
    Reply
    Participant
    October 22, 2021 06:04
    @ethankopit — Do you have an update on the availability of this? This would be great to make the custom quotes practical and flexible for our sales...
  • ethankopit on February 28, 2021
    5 upvotes
    12 Replies
    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...
    Reply
    Participant
    October 01, 2021 10:15
    Can I get into the custom quotes template Beta? Or do you have a realese date on this update?
  • arlogilbert on October 22, 2021
    0 upvotes
    0 Replies
    We have one custom quote template them file and then in the templates section we have cretated one that is for renewals, one for expansion, one for new business. Slightly different logic and terms apply to each. It works great! We are using w...
    Reply
  • MNick2 on October 15, 2021
    0 upvotes
    3 Replies
    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...
    Reply
    Participant
    October 19, 2021 06:37
    Ah totally understand! thank you!
  • SR0 on October 07, 2021
    1 upvotes
    2 Replies
    I worked on a custom quote template, which displays data from custom objects (billing and shipping). I used the HubL function (crm_associations) to get the associated record from the deal. It used to work before during quote creation but suddenly ...
    Reply
    HubSpot Product Team
    October 12, 2021 06:25
    Thanks for making that clear @SR0
  • dmytro on October 04, 2021
    1 upvotes
    2 Replies
    Hello Is it possible to update HS Quote status using API? I mean this one https://developers.hubspot.com/docs/api/crm/quotes or maybe something else If so, which parameter do I have to use?
    Reply
    Participant
    October 13, 2021 01:43
    Hey Thanks for the answer, it's clear now
  • dianalcont on September 30, 2021
    1 upvotes
    1 Replies
    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...
    Reply
    HubSpot Product Team
    October 12, 2021 06:33
    @dianalcont this is absolutely something we want to support. In the short term, you'll be able to create any number of custom quote templates, one ...
  • AmitDhiman on September 30, 2021
    1 upvotes
    1 Replies
    I want to use this beta version. Can someone tell me how I can get it in my account?
    Reply
    Participant
    October 04, 2021 00:34
    Hey Probably you just need to write to the HS support
  • joelgaudeul on September 30, 2021
    1 upvotes
    3 Replies
    Hi, I need to display in the quote the total of the quote VAT free, how can I do that. Thanks.
    Reply
    Participant
    October 05, 2021 03:20
    It depends on how you'd like to implement it. Do you have access to Custom Quote Template Beta? If so, probably the best way is to clone the standard...
  • klebel on September 27, 2021
    2 upvotes
    1 Replies
    We would love to join if possible. Not sure who I should contact. Apologize if the information is out there and I missed it.
    Reply
    Participant
    September 27, 2021 17:40
    I would also like to join the custom quote beta program -- is that still possible???
  • ethankopit on September 09, 2021
    1 upvotes
    4 Replies
    Hey folks, We're beginning an automated rollout of a new feature and I'd love for you to try it out! It's currently out to 50% of customers, so if you don't see it, just wait until early next week. For some time, if you make a custom t...
    Reply
    Member
    September 27, 2021 07:53
    Hey Ethan, Do you have any clue of what it might be? Thanks!
  • TBarbosa on August 13, 2021
    6 upvotes
    1 Replies
    When editing quotes we can use the quote property is_preview in order to check if we are in the actual quote or if we are only visualizing it. Long story short: It would be nice if we could have a property like " is_in_editing ", for when we are ...
    Reply
    Community Manager
    August 16, 2021 23:59
    @ethankopit @jmclaren Is this a best place to gather feedback around Custom Quote Template Beta? If not, I can move this content to the Ideas ...
  • okmolly on August 11, 2021
    2 upvotes
    2 Replies
    I mocked these up for ease of explaining. (Our Account Manager told us to share this here.) Thank you!
    Reply
    HubSpot Employee
    August 20, 2021 07:16
    Hey @okmolly , Good news, we agree with you. We're planning to get to a stage where all of the modules within a template can be editable by the sa...
  • rOsborn123 on August 03, 2021
    1 upvotes
    1 Replies
    I created a new quote template using the latest quote tool. I'm getting feedback from the sales team that the quotes often return 404s for about an hour after generating the quote. They seem to resolve after an hour but seems like something that sho...
    Reply
    Community Manager
    August 04, 2021 08:40
    Adding @ethankopit to the thread
Recent contributors
54
Posts
5
Solutions
Create post
Recent contributors