Custom Quote Template Beta

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

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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

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LWilkes

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

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

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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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BootstrapC on April 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 read more

Reply Discussion Quotes

1 upvote

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BootstrapC

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

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 read more

Reply Discussion quote

4 upvotes

6 Replies

JBooth3

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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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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