Adding Files and Images to Quotes

[FanaticSales]

There are times when I need to add files to quotes in regards to installation guides and product details. Would be good to be able to attach files and insert product images into quotes.

[FanaticSales]

Hi - we intend to address this need as part of this ideas issue: https://community.hubspot.com/t5/HubSpot-Ideas/Customize-Quote-template-appearance/idi-p/193644

[JHolt8]

The ability to add PDF's and linked document to quotes is essential to us to!

Not sure how to ensure this message is visible to the developers but UPVOTE from me. +1 +1 +1

I look forward to hearing more news...

[TimRip]

I'm just in contact with the product manager for the "Quotation" modul/function and he is adding this request to his agenda now. 

Actually we have a 50% solution.

I had created a module within the CMS designer and placed this at the bottom of our quotes. This module is able to insert 3 files into the quote as  downloadable file attachments. BUT our customers saying that some of them are not able to download these files caused by IT restrictions and some customers are using the "download" function and forwards the PDF, but these additional files where missing them (because the download function doesnt includes them as well)

[MDagworthy]

@TimRip Thank you for the update and great news it is on the agenda - is there any indication over what that means for timelines for a solution.

The 50% solution sounds great as stop gap where suitable, but it also sounds like we would need to wait for the fully functioning solution to suit our use case.

[JHolt8]

Thank you. Please let us know if you hear more news from the product manager.

If you make some progress with your CMS module would you be happy to share it?

Appreciate the update.

[TimRip]

For sure. I can share the "quick n dirty" module code here:

Result within the quote designer

<div class="attachment-container">
  <h2>{{ module.title }}</h2>  

  <div class="attachment-file-container">
    {% if module.file_1.is_visible %}
      <div class="item">
        <a href="{{ module.file_1.file }}" target="_blank">
          <img
               src="//static.hsappstatic.net/content-icons-ui/static-1.1775/images/fontawesome-5.14.0/Alternate%20File/default.svg" 
               alt="attachment1" 
               width={{module.icon_width}}>
          <p>{{ module.file_1.description }}</p>
        </a>
      </div>
    {% endif %}
    {% if module.file_2.is_visible %}
      <div class="item">
        <a href="{{ module.file_2.file }}">
          <img 
               src="//static.hsappstatic.net/content-icons-ui/static-1.1775/images/fontawesome-5.14.0/Alternate%20File/default.svg" 
               alt="attachment2" 
               width={{module.icon_width}}>
          <p>{{ module.file_2.description }}</p>
        </a>
      </div>
    {% endif %}
    {% if module.file_3.is_visible %}
      <div class="item">
        <a href="{{ module.file_3.file }}">
          <img 
               src="//static.hsappstatic.net/content-icons-ui/static-1.1775/images/fontawesome-5.14.0/Alternate%20File/default.svg" 
               alt="attachment3" 
               width={{module.icon_width}}>
          <p>{{ module.file_3.description }}</p>
        </a>        
      </div>
    {% endif %}
    {% if module.file_4.is_visible %}
      <div class="item">
        <a href="{{ module.file_4.file }}">
          <img 
               src="//static.hsappstatic.net/content-icons-ui/static-1.1775/images/fontawesome-5.14.0/Alternate%20File/default.svg" 
               alt="attachment4" 
               width={{module.icon_width}}>
          <p>{{ module.file_4.description }}</p>
        </a>        
      </div>
    {% endif %}
  </div>

</div>