Custom Quote Template Beta

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velliott on March 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 read more
Reply
7 upvotes
3 Replies
vanessahunt
Top Contributor | Platinum Partner
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 on February 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 read more
Reply FAQ
3 upvotes
1 Reply
Marine
Participant
February 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...read more
Solved
jmclaren on February 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 read more
Reply Feedback
3 upvotes
69 Replies
Accepted Solution
RussJB
Participant
February 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...read more
ethankopit on February 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 read more
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5 upvotes
12 Replies
RSmola
Participant
October 01, 2021 13:15
Can I get into the custom quotes template Beta? Or do you have a realese date on this update?
CarlosC on January 17, 2023
Table with a "column_title" set by default
Hello! I have created a custom quotation from a child of "modern" applicable in several languages. There is a bug that certain custom module translations do not apply to some of the quotation templates already created. This means that when I go read more
Reply column title by default
1 upvote
0 Reply
LWilkes on September 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 read more
Reply HTML quote Quotes template Templates
1 upvote
2 Replies
LWilkes
Member | Platinum Partner
September 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...read more
BootstrapC on July 05, 2022
Published sales quote links suddenly 404
Does anyone know if there was a recent DNS or URL update for HubSpot Sales Quotes on Jul 1? I have a client saying the functionality has changed and published quote links they sent out now have 404 errors. If the quote was never reclaimed read more
Reply quote link 404 error
1 upvote
1 Reply
adamlfoster
Member | Partner
July 22, 2022 04:33
I had the same. Client sent out quotes but many of them resulted in 404 broken links. Only way to rectify this was to recall the quotes and then repu...read more
velliott on May 18, 2022
[Public Beta] Create and Update now supported in our Quotes API
Hi all, I'm excited to share our CRM Quote API now supports create and update fucntionality. Our documentation has been updated to reflect this. More details below. Cheers! Developers can now use HubSpot’s CRM API to create and update q read more
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2 upvotes
0 Reply
BootstrapC on April 14, 2022
How to preview a custom template using real deal data
When creating a custom template the only way I see to test out the design is by creating a quote and then referencing the small iframe preview. Once you publish the deal the styles and code are backed and any changes to the code are not reflected on read more
Reply Quotes
1 upvote
2 Replies
BootstrapC
Top Contributor | Partner
April 21, 2022 08:29
Thanks dmytro but that is what I am trying to get around. After each change you have to recall and edit and go through the prompts. It gets repetitiv...read more
eliot_martin on April 12, 2022
Quote Totals Vs ARR Vs TCC
I am struggling with conflicts between what is shown on a quote and the ARR/TCC values populated on the deal. Here is the scenario... I have a service that I want to sell as 3-year subscription, billed on each year so have created the following read more
Reply quote
5 upvotes
7 Replies
vanessahunt
Top Contributor | Platinum Partner
May 30, 2023 18:20
Are there any updates to these discussions, since this is a use case I'm working on right now (May 2023) so would love to know if any of the above fi...read more
velliott on March 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 read more
Reply
7 upvotes
3 Replies
vanessahunt
Top Contributor | Platinum Partner
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
Bob2245 on March 07, 2022
Containing operator not working?
So, I'm creating a custom quote template where the sales rep can decide whether they want to display certain price specifications on the quote or not. So my deal object has a bunch of pricing properties and a multi-select property where the rep can read more
Reply Hubl
1 upvote
1 Reply
amin-laanaya
Participant
December 06, 2022 02:56
Did you end up solving this, Bob? I'm having issues with these operators as well.
fatihpinarbasi on March 06, 2022
Landscape mode in Custom Quote
Hello there. We're so new to this beta feature and we need help 🙂 Do you think it is possible to make the custom quote in landscape mode; both the quote itself and downloadable pdf, too?
Reply custom quote
2 upvotes
1 Reply
BootstrapC
Top Contributor | Partner
May 12, 2022 06:00
Have you tried adjusting the print CSS styles with something like this? I haven't tried this in an actual HubSpot quote but something like this shoul...read more
AMishra3 on February 08, 2022
Secondary Company Information
Hello All, I am working in a custom quote template where I have two companies, one is the Primary Company which I can easily show in template. I have second company as well in Deals, which is labelled as 'End User'. My requirement is that I can read more
Reply Secondary Company
2 upvotes
1 Reply
mrspabs
Top Contributor | Elite Partner
March 07, 2022 21:43
I have the same requirement. We would use it when there is a partner on the deal.
JLRieu on February 07, 2022
Suggested template refinements
I feel the following need to be added to the template editor/creator: Auto suppress address2 if blank/Null Add the ability to add a "Ship To" address module based on a custom object or custom properties on Company Record Ability to insert Con read more
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2 upvotes
0 Reply
mrspabs on February 03, 2022
Additional template variables
Is it possible to create additional template variables that the user needs to fill in when creating the quote? Ideally, the user would see the additional variables on the first screen on the quote details screen. Specifically, we want the sales read more
Reply template variables
2 upvotes
0 Reply
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