Hey Guys, Amazing work on the new Quotes feature!!! Wowzers inspector gadget stuff indead!!
Could we please look at adding Custom URL's to the quotes section. So the ability to create a Primary Subdomain for quotes and while you're at it for meetings too?
Hi all, Tori here. I’m excited to announce that custom urls for quotes are now supported in our new Customized Quote Template tool.
Users can connect a custom domain in settings > websites > domains and urls. Once a custom domain is connected, users can associate a domain with a quote template in a customized quote template's settings.
To learn more about Customized Quote Templates, click here.
Hi all - My name is Tori and I am the Product Manager taking over ownership of our quotes tool from Ethan. I know it has been a little while since we've provided an update here. We do have some exciting news to share, this feature is now in Open Beta as a part of the Custom Quote Templates beta. This beta will allow admins to set a custom domain or HubSpot provided staging domain per custom quote templates.
Here is a a little more information on the Custom Quotes beta.
Who is eligible for the beta?
All Sale Pro and Enterprise portals are eligible to join the beta.
How can you access it?
You can now request beta access by contacting your customer success manager. If you are unsure of who your CSM is, please contact customersuccessteam@hubspot.com.
Thank you all for your patience here. We appreciate your feedback!
Hey folks - my name is Ethan and I'm the Product Manager responsible for Quotes and the Product Library at HubSpot. I wanted to give you an update on two fronts here.
First, it is now possible to have custom URLs and content slugs for Quotes if you using the beta for creating custom quote and proposal templates using HubSpot CMS.
Second, for folks who have Sales Hub, but don't have CMS or Marketing Hub, our team is also exploring how to provide branded URLs for Quotes and Proposals to you, but we're still in the discovery stage right now. I'll keep this thread updated as we continue working on it.
Currently it is not possible to store individual domain settings for the quote templates. The general HTML header is always used and the individual header of a domain does not overwrite it, it has no effect. This can be problematic depending on which cookie content management is used that is loaded in the HTML header for all domains. In the Usercentrics example, the overlay has always overlapped the quote and thus the generated PDF is also not usable as a download. Apparently the quotes are generated on a Hubspot domain (private-na1.hubapi.com). It took some time to figure this out. Now it would be possible to write an exception for this domain in the HTML header, but it is very uncomfortable.
6 months on since last update from HS and there is still no update. this is the most important element for a sales process and should had been there since day one. Hence we havent ugraded to the PRO version and using quotes from different platforms.
Definitely a helpful idea as it currently displays multiple sales pages. If you have a dedicated quotes subdomain, then it'd be better to be able to just have that displayed already
I'd like to chime in and say that this would be great for my company as well. Right now, we have Sales Hub Professional. We have only recently started using the Quotes tool, but we would like a custom URL for when we are sharing the link with customers.
Please hubspot, implement this ASAP. Original request was over 9 months ago and no reply from you.
This is really weird that you implement new features and don't implement it all the way. (This should be a no-brainer)
This should not be hard to do at all and could be implemented quite easily if you wanted, thats literally just a configuration that let use decide which domain is used by default when creating a quote (change the default ID of the domain...)
Hi all - My name is Tori and I am the Product Manager taking over ownership of our quotes tool from Ethan. I know it has been a little while since we've provided an update here. We do have some exciting news to share, this feature is now in Open Beta as a part of the Custom Quote Templates beta. This beta will allow admins to set a custom domain or HubSpot provided staging domain per custom quote templates.
Here is a a little more information on the Custom Quotes beta.
Who is eligible for the beta?
All Sale Pro and Enterprise portals are eligible to join the beta.
How can you access it?
You can now request beta access by contacting your customer success manager. If you are unsure of who your CSM is, please contact customersuccessteam@hubspot.com.
Thank you all for your patience here. We appreciate your feedback!
Hi all, Tori here. I’m excited to announce that custom urls for quotes are now supported in our new Customized Quote Template tool.
Users can connect a custom domain in settings > websites > domains and urls. Once a custom domain is connected, users can associate a domain with a quote template in a customized quote template's settings.
To learn more about Customized Quote Templates, click here.
Is there an update on this thread? Using the Theme Editor but don't see the option to add my domain to it for a custom domain on the quotes. Thank you.
