Custom Quote Template Beta

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Collection of posts outside of this group

jmclaren on February 10, 2021

3 Upvotes

1 Replies

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...

DISCUSSION FAQ

Marine

Participant

February 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...
Solved

What do you think of the custom quotes functionality right now?

jmclaren on February 10, 2021

1 Upvotes

53 Replies

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...

DISCUSSION Feedback

ethankopit

HubSpot Product Team

June 30, 2021 12:57

If you're unsure if the message above applies to you, click the migration guide and it will walk you through how to determine if it applies to you.
Providing feedback on new template design

ethankopit on February 28, 2021

5 Upvotes

8 Replies

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...

DISCUSSION

rwolupo

Top Contributor

April 27, 2021 09:17

Heyho 🙂 i'd like to try it this week if possible 🙂

Unable to use new signature and download modules

amandaulm on July 13, 2021

0 Upvotes

4 Replies

In preparation for the change from proposals to quote templates on July 12, we rebuilt our custom proposal objects in a clone of cms-quotes-theme. Our main template is based on Minimal, with a number of changes. I have not been able to get eithe...

DISCUSSION CMS

amandaulm

Contributor

July 21, 2021 12:46

@ethankopit Thanks for your attention on this - oddly, I only just received the email notifications today, of your replies and @mangelet 's reply...
Custom Quote Template

TNJ on July 01, 2021

1 Upvotes

1 Replies

Hi there, I'm trying to create a custom quote template, I've a Marketing Hub Pro license, but in the design tools I can't view the quote template. I followed this guide: https://developers.hubspot.com/docs/cms/building-blocks/templates/quotes ...

DISCUSSION Custom Quote Template

adamlfoster

Member | Partner

July 04, 2021 06:04

Let us know if you need a hand Ivan
What to do with old proposal templates

StoneCurators on June 28, 2021

1 Upvotes

0 Replies

I have my new quote theme templates working and am wondering about the best way to transition out of the old proposal theme templates: 1. Is it safe to delete my old proposal theme templates so the no longer show up in the "Quote Template" selec...

DISCUSSION Quotes
Quote Id not showing up outside of preview

JMartin93 on June 25, 2021

1 Upvotes

3 Replies

I am having an issue getting the quote id to show up, it shows up fine in the developer preview but not on actual quotes * I know the label says "Quote Number" but the field we are using is data.quote.id

DISCUSSION Bug Issue

JMartin93

Participant

June 28, 2021 06:31

Thank you that seems to have fixed it, I though I had tried that friday but maybe I didn't wait long enough
How do we get access to the beta

Mystore on June 17, 2021

1 Upvotes

3 Replies

Hi, i joined this beta to bea able to create custom templates, how do we get access to the beta program?

DISCUSSION

JKalfayan

Participant

July 13, 2021 12:24

Can someone please sign me up as well? We are considering abandoning hubspot because we can't use the base quoting system and I can't let that happen...
Esign not working after verification

lilybond on June 14, 2021

1 Upvotes

16 Replies

Is anyone else running into this issue? I'm referencing the default signature module in my template: {% module "signature" path="@hubspot/quote_signature" %} Everything *looks like it's working correctly*, but when someone clicks "Verify to sig...

DISCUSSION Quotes Signature

ethankopit

HubSpot Product Team

July 21, 2021 11:03

@mangelet would you be willing to recall and republished the quotes? It's possible that the PDFs need to be re-rendered.
Hellosign Esignature multilanguage

joelgaudeul on June 08, 2021

1 Upvotes

1 Replies

Hi, I'm struggling to find a way to have Hellosign having a flow in a different language (email confirmation, landing page and user interface). Any idea?

DISCUSSION

natsumimori

Community Manager

June 14, 2021 00:23

Hi @joelgaudeul , Woud you mind attaching a screenshot where we can see the behaviour you described?
Default content in Comments and Terms boxes!

CSarzana on May 31, 2021

1 Upvotes

12 Replies

Hi everyone, I have a big problem with Comments and Terms boxes... I create a custom quote template, but when I create a quote and insert some text in comments and terms boxes, I always get the default content and not my own text (Lorem ipsum dolor ...

DISCUSSION Custom Quote Template

aparley

Participant | Diamond Partner

July 16, 2021 02:11

Thank you so much @NelsonS - I can now add the additional comments to buyer and additional purchase terms. Your help is really appreciated!
Format Product List

StoneCurators on May 25, 2021

1 Upvotes

4 Replies

Two questions .... I have been trying to get help for from the HS support channel with getting the code for the “Standard: Modern” template below so I can see how you accomplish the format of the product list ( with descriptions under the names ...

DISCUSSION Products & Quotes Products and Quotes

StoneCurators

Member

June 21, 2021 04:33

Thank you Jon. What you describe above I was able to figure out myself. What I needed help with was how to get the description property to display ...
Solved

Migrating proposal to quote - not showing up

AvniY on May 25, 2021

1 Upvotes

1 Replies

Hello there, First of all I want to greet you for your great products. I developed a quote template for my client and now it needs to be migrated. I followed the migration guide which is very clear, but when I 1. Duplicate the basic cms-quote-th...

DISCUSSION Templates

bfishin

Participant

May 26, 2021 08:37

Yes, make sure you don't miss the this last step!: You should be able to create a template using this theme by navigating to Setting > Objects &g...
Label translation

CSarzana on May 25, 2021

1 Upvotes

6 Replies

Hi everyone, I'm trying to find the way to translate the "billing frequency label" and the "comments" and "terms" labels. Can someone point me in the right direction? At the moment I see there is no possibility to translate quote while cre...

DISCUSSION Custom Quote Template

jmclaren

HubSpot Employee

June 10, 2021 09:55

@CSarzana Thank you for replying. I understand. @joelgaudeul 's suggestion of getting the stored value and translating it that way would work. ...
[missing “en-gb.quotes.alerts.download.loadingText” translation]

BGrennan on May 21, 2021

1 Upvotes

2 Replies

This error comes up a lot when trying to download a quote from the dashboard. Usually it'll go away on it's own if you try again a few seconds later but sometimes it just seems stuck that way

DISCUSSION bug report

jmclaren

HubSpot Employee

June 10, 2021 10:30

@BGrennan We produce the downloadable version of the PDF on demand, this means it can take a few minutes for the PDF to become available. The text...

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Area to share feedback on the beta custom quote template functionality, share knowledge, and ask questions. We will not be adding new accounts to the beta based on being in this group community group.

open Group Created on Feb 2, 2021

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