Custom Quote Template Beta

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  • jmclaren on February 10, 2021
    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...
    February 18, 2021 07:07
    Hello! I submitted an idea in the idea forum that is related to quotes. Here's the post:
  • Solved
    jmclaren on February 10, 2021
    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...
    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.
  • ethankopit on February 28, 2021
    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...
    Top Contributor
    April 27, 2021 09:17
    Heyho 🙂 i'd like to try it this week if possible 🙂
  • amandaulm on July 13, 2021
    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...
    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...
  • TNJ on July 01, 2021
    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: ...
    Member | Partner
    July 04, 2021 06:04
    Let us know if you need a hand Ivan
  • StoneCurators on June 28, 2021
    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...
  • JMartin93 on June 25, 2021
    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
    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
  • Mystore on June 17, 2021
    3 Replies
    Hi, i joined this beta to bea able to create custom templates, how do we get access to the beta program?
    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...
  • lilybond on June 14, 2021
    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...
    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.
  • joelgaudeul on June 08, 2021
    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?
    Community Manager
    June 14, 2021 00:23
    Hi @joelgaudeul , Woud you mind attaching a screenshot where we can see the behaviour you described?
  • CSarzana on May 31, 2021
    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 ...
    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!
  • StoneCurators on May 25, 2021
    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 ...
    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 ...
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    AvniY on May 25, 2021
    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...
    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...
  • CSarzana on May 25, 2021
    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...
    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. ...
  • BGrennan on May 21, 2021
    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
    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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