Custom Quote Template Beta

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LvanAggelen on August 23, 2023

The comments section allows for HTML markup, but does not render on the quote

Hi, I have an issue building a custom quote template. The comments field when building a quote allows for HTML markup, including links, lists, and text styling. On the quote I render the field using {{ QUOTE.hs_comments }}. But this rend read more

Reply Discussion Bug

0 upvote

4 Replies

HubDoPete

Guide | Gold Partner

August 25, 2023

Yes I agree. I'm hoping to meet up soon with the PM to learn more about what's coming in Custom Quotes. Many things today require template & modu...read more

SAnderson17 on July 24, 2023

Issue with downloading/printing a custom quote

Hi, I have a customized quote template setup by a 3rd party (RevOps) in our HS. It works fine when displayed in the browser. However, when I ask Hubspot to download it, it cuts off Products and Services info in the line items table (the right hand m read more

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1 upvote

5 Replies

HubDoPete

Guide | Gold Partner

July 25, 2023

Nice one! great way to learn 🙂

CarlosC on January 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 read more

Reply Discussion column title by default

1 upvote

0 Reply

LWilkes on September 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 read more

Reply Discussion HTML quote Quotes template Templates

1 upvote

2 Replies

LWilkes

Member | Platinum Partner

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

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 read more

Reply Discussion quote link 404 error

1 upvote

1 Reply

adamlfoster

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

[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 read more

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2 upvotes

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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.

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Created on Feb 2, 2021

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