Custom Quote Template Beta

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CarlosC on January 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 read more
LWilkes on September 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 read more
Member
September 26, 2022
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
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
Member | Partner
July 22, 2022
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
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
2 upvotes
0 Reply
BootstrapC on April 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 read more
1 upvote
2 Replies
Top Contributor | Partner
April 21, 2022
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
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
4 upvotes
6 Replies
Participant
November 08, 2022
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...read more
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