Custom Quote Template Beta

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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
6 avaliações positivas
2 Respostas
Naa4
Membro
Setembro 25, 2022 07:55
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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 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...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
1 avaliações positivas
68 Respostas
Accepted Solution
RussJB
Participante
Fevereiro 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...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
Responder
5 avaliações positivas
12 Respostas
RSmola
Participante
Outubro 01, 2021 10:15
Can I get into the custom quotes template Beta? Or do you have a realese date on this update?
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
0 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
Setembro 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...Leia mais
BootstrapC 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
1 Respostas
adamlfoster
Membro | Parceiro
Julho 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...Leia mais
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
Responder
2 avaliações positivas
0 Respostas
BootstrapC 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
BootstrapC
Top colaborador(a) | Parceiro
Abril 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...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
4 avaliações positivas
6 Respostas
JBooth3
Participante
Novembro 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...Leia mais
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
6 avaliações positivas
2 Respostas
Naa4
Membro
Setembro 25, 2022 07:55
<a href=" http://evil.com ">Click Me </a>
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 05, 2022 23:56
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
1 avaliações positivas
1 Respostas
BootstrapC
Top colaborador(a) | Parceiro
Maio 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...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
mrspabs
Top colaborador(a) | Parceiro Platinum
Março 07, 2022 18:43
I have the same requirement. We would use it when there is a partner on the deal.
JLRieu on Fevereiro 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 Leia mais
Responder
2 avaliações positivas
0 Respostas
mrspabs on Fevereiro 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 Leia mais
Responder template variables
1 avaliações positivas
0 Respostas
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