Custom Quote Template Beta

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velliott le Mars 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 Lire la suite
7 Mentions J'aime
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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
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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1 Réponse
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
Résolues
jmclaren le Février 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 Lire la suite
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Accepted Solution
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
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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12 Réponses
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?
LvanAggelen le Août 23, 2023
Hi, I have an issue building a custom quote template. The comments field when building a quote allows for HTML markup, including links, lists, and text styling. On the quote I render the field using {{ QUOTE.hs_comments }}. But this rend Lire la suite
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4 Réponses
Guide | Partenaire solutions Gold
Août 25, 2023 05:58
Yes I agree. I'm hoping to meet up soon with the PM to learn more about what's coming in Custom Quotes. Many things today require template & modu...Lire la suite
SAnderson17 le Juillet 24, 2023
Hi, I have a customized quote template setup by a 3rd party (RevOps) in our HS. It works fine when displayed in the browser. However, when I ask Hubspot to download it, it cuts off Products and Services info in the line items table (the right hand m Lire la suite
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5 Réponses
Guide | Partenaire solutions Gold
Juillet 25, 2023 09:46
Nice one! great way to learn 🙂
CarlosC le Janvier 17, 2023
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 Lire la suite
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LWilkes le Septembre 19, 2022
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
1 Mention J'aime
2 Réponses
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
Jake_Lett le Juillet 05, 2022
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 Lire la suite
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Membre
Mars 28, 2024 20:45
I've tried this solution multiple times, but nothing seems to have worked.
velliott le Mai 18, 2022
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 Lire la suite
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Jake_Lett le Avril 14, 2022
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 Lire la suite
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Guide | Partenaire solutions
Avril 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...Lire la suite
eliot_martin le Avril 12, 2022
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 Lire la suite
7 Mentions J'aime
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Contributeur de premier rang | Partenaire solutions Platinum
Mai 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...Lire la suite
velliott le Mars 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 Lire la suite
7 Mentions J'aime
3 Réponses
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
Bob2245 le Mars 07, 2022
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 Lire la suite
1 Mention J'aime
1 Réponse
Participant
Décembre 06, 2022 02:56
Did you end up solving this, Bob? I'm having issues with these operators as well.
fatihpinarbasi le Mars 06, 2022
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?
2 Mentions J'aime
1 Réponse
Guide | Partenaire solutions
Mai 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...Lire la suite
AMishra3 le Février 08, 2022
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 Lire la suite
2 Mentions J'aime
1 Réponse
Contributeur de premier rang | Partenaire solutions Elite
Mars 07, 2022 21:43
I have the same requirement. We would use it when there is a partner on the deal.
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