Custom Quote Template Beta

Rechercher Custom Quote Template Beta pour des solutions ou poser une question

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

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Naa4

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Septembre 25, 2022 07:55

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jmclaren le Février 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 Lire la suite

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Marine

Participant

Février 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...Lire la suite

Résolues

jmclaren le Février 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 Lire la suite

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Accepted Solution

RussJB

Participant

Février 18, 2021 23:28

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

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 Lire la suite

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RSmola

Participant

Octobre 01, 2021 10:15

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

CarlosC le Janvier 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 Lire la suite

Répondre column title by default

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LWilkes le Septembre 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 Lire la suite

Répondre HTML quote Quotes template Templates

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LWilkes

Membre

Septembre 26, 2022 04:06

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

BootstrapC le Juillet 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 Lire la suite

Répondre quote link 404 error

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adamlfoster

Membre | Partenaire solutions

Juillet 22, 2022 01:33

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...Lire la suite

velliott le Mai 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 Lire la suite

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BootstrapC le Avril 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 Lire la suite

Répondre Quotes

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BootstrapC

Contributeur de premier rang | Partenaire solutions

Avril 21, 2022 05:29

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

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 Lire la suite

Répondre quote

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JBooth3

Participant

Novembre 08, 2022 22:57

The ability to add the personalised token in the line item section would help imensley then we could call it what we want and choose which field from...Lire la suite

velliott le Mars 16, 2022

Customized Quote Templates Now Live!

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Naa4

Membre

Septembre 25, 2022 07:55

<a href=" http://evil.com ">Click Me </a>

Bob2245 le Mars 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 Lire la suite

Répondre Hubl

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amin-laanaya

Participant

Décembre 05, 2022 23:56

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

fatihpinarbasi le Mars 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?

Répondre custom quote

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BootstrapC

Contributeur de premier rang | Partenaire solutions

Mai 12, 2022 03:00

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

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 Lire la suite

Répondre Secondary Company

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mrspabs

Contributeur de premier rang | Partenaire solutions Platinum

Mars 07, 2022 18:43

I have the same requirement. We would use it when there is a partner on the deal.

JLRieu le Février 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 Lire la suite

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mrspabs le Février 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 Lire la suite

Répondre template variables

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