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Custom Quote Template Beta

Pesquise soluções em Custom Quote Template Beta ou faça uma pergunta

velliott on Março 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 Leia mais

Responder

7 avaliações positivas

3 Respostas

vanessahunt

Top colaborador(a) | Parceiro Platinum

Maio 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 Fevereiro 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 Leia mais

Responder FAQ

3 avaliações positivas

1 Respostas

Marine

Participante

Fevereiro 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...Leia mais

Solucionado

jmclaren on Fevereiro 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 Leia mais

Responder Feedback

3 avaliações positivas

72 Respostas

Accepted Solution

RussJB

Participante

Fevereiro 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...Leia mais

ethankopit on Fevereiro 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 Leia mais

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5 avaliações positivas

12 Respostas

RSmola

Participante

Outubro 01, 2021 13:15

Can I get into the custom quotes template Beta? Or do you have a realese date on this update?

LvanAggelen on Agosto 23, 2023

The comments section allows for HTML markup, but does not render on the quote

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 Leia mais

Responder Bug

0 avaliações positivas

4 Respostas

HubDoPete

Orientador(a) | Parceiro Ouro

Agosto 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...Leia mais

SAnderson17 on Julho 24, 2023

Issue with downloading/printing a custom quote

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 Leia mais

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1 avaliações positivas

5 Respostas

HubDoPete

Orientador(a) | Parceiro Ouro

Julho 25, 2023 09:46

Nice one! great way to learn 🙂

CarlosC on Janeiro 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 Leia mais

Responder column title by default

1 avaliações positivas

0 Respostas

LWilkes on Setembro 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 Leia mais

Responder HTML quote Quotes template Templates

1 avaliações positivas

2 Respostas

LWilkes

Membro | Parceiro Platinum

Setembro 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...Leia mais

Jake_Lett on Julho 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 Leia mais

Responder quote link 404 error

1 avaliações positivas

2 Respostas

JMcManus1

Membro

Março 28, 2024 20:45

I've tried this solution multiple times, but nothing seems to have worked.

velliott on Maio 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 Leia mais

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3 avaliações positivas

0 Respostas

Jake_Lett on Abril 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 Leia mais

Responder Quotes

1 avaliações positivas

2 Respostas

Jake_Lett

Orientador(a) | Parceiro

Abril 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...Leia mais

eliot_martin on Abril 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 Leia mais

Responder quote

8 avaliações positivas

8 Respostas

courtney_hickey

Colaborador(a)

Abril 12, 2024 08:33

Another thing we are running into now that we have multiple products is that customers want to see a roll up of net unit price per user on ARR items ...Leia mais

velliott on Março 16, 2022

Customized Quote Templates Now Live!

Responder

7 avaliações positivas

3 Respostas

vanessahunt

Top colaborador(a) | Parceiro Platinum

Maio 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 Março 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 Leia mais

Responder Hubl

1 avaliações positivas

1 Respostas

amin-laanaya

Participante

Dezembro 06, 2022 02:56

Did you end up solving this, Bob? I'm having issues with these operators as well.

fatihpinarbasi on Março 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?

Responder custom quote

2 avaliações positivas

1 Respostas

Jake_Lett

Orientador(a) | Parceiro

Maio 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...Leia mais

AMishra3 on Fevereiro 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 Leia mais

Responder Secondary Company

2 avaliações positivas

1 Respostas