Custom Quote Template Beta

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Custom Quote Template Beta

LvanAggelen on Agosto 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 Leia mais

Responder Discussão Bug

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HubDoPete

Orientador(a) | Parceiro Ouro

Agosto 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...Leia mais

SAnderson17 on Julho 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 Leia mais

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HubDoPete

Orientador(a) | Parceiro Ouro

Julho 25, 2023

Nice one! great way to learn 🙂

CarlosC on Janeiro 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 Leia mais

Responder Discussão column title by default

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LWilkes on Setembro 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 Leia mais

Responder Discussão HTML quote Quotes template Templates

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LWilkes

Membro | Parceiro Platinum

Setembro 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...Leia mais

BootstrapC on Julho 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 Leia mais

Responder Discussão quote link 404 error

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adamlfoster

Membro | Parceiro

Julho 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...Leia mais

velliott on Maio 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 Leia mais

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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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