Custom product properties on Quotes

[susanmartin2006]

It seems strange that I'm able to create custom properties on Products (like notes, comment, is optional selection, serial number) but they can't be used/pulled into Quotes. I don't think any functionality will change when we sync our product library with our ERP unfortunately. 

[vojta]

The Custom Quote doesn't even show Standard Properties if they are an image. We have used Stadard Product Property "Image Url" ID:hs_images in Custom Quote and the quote doesn't display that image. Is there any workaround here?

Our use case is a travel agency. Products = Hotels. And they want to show Name/Descritpion/Picture in the quote.

Thx!

[melissachowning]

This is a very much needed feature to make Quotes usable for most of our clients. Please implement ASAP. 

[CBroeders]

Hi all, so there is sort of a workaround on this that you can use. It is still not possible to select custom product properties in the lineitem table when you go into the quote template editor. 

But what you can do, is pre-force the template to have the custom property already. So as a standard the "basic quote template has "name", "quantity", and "amount" predefined. You can add multiple columns to the code so that its predefined in the code level. In the image below im using a custom property called "Requsted delivery date" from the products. 

Doing it this way works, but i do belive there might still be some slight issue that the value that is pulled in is the internal value and not the label value (not sure if they fixed this or not). You can potentially fix this by either adjusting your internal values, or in some cases do some formatting of the data. E.g. in this case I used the "format_date" feature in the lineitem module itself.

 

_______________________________________ 
Chris Broeders
CRM Specialist

[SamyS]

Hi all, 

Adding custom properties to quotes is possible... refer to my previous messages on this thread. I believe you need Sales Pro or Higher to access the "Flow" quotes. 

See below:

[melissachowning]

@SamyS As far as I can see, this doesn't allow you to add in a custom property, just one of the predefined product properties. 

[SamyS]

@melissachowning 
Hi Melissa,

it 100% is avaialable.. We've been using custom properties in quotes for a year now as otherwise we would have needed to integrate to a third-party contract solution.

You need to select the "Flow" quote template rather than the default HubSpot CMS template. You can then choose additional custom properties. See below:

1.

2.

3.

If you see 3. above, they are all custom properties we've created.

Hope this helps!

[melissachowning]

@SamyS you're right! Thank you! 

[EnricN]

That should be a must!

[lindahouben]

@CBroeders 

I have tried your solution, but it's not working for me. Did you also have to select it in the Line item table in the template builder?

[CBroeders]

@lindahouben - no it should automatically appear if you have set in in the template code - so my first image is where im customising the template which is then used in the template builder afterwards (i.e. it is not in the line item module itself). It then looks like this when i go to the builder:

[lindahouben]

@CBroeders hmm that is strange. I have done exactly the same, but it is not showing up for me. Which template are you using? The comments above show that they are using Flow and they can also see the custom ones, so maybe that's the issue. I myself are using Modern. 

[CBroeders]

@lindahouben - i've done it with both the mordern, basic and original templates. The property also needs to be added to the line-item module within the table body (the second image in my previous post):

 {% elif item.column_property == 'requested_delivery_date' %}
                <td class="{{ cell_print_max_width_class }}">
                   {% if property_value %}
                    {{ property_value|int|format_date('long', 'UTC', LOCALE) }}
                  {% endif %}
                </td>

If you share your code it will be easier to see whats going on 🙂

[lindahouben]

@CBroeders oh, I did not do that last part. I have only put it in the modern.html

Do I need to clone the module "Line Items" or the "Line items table" module? And where did you put the code in that module?  

[CBroeders]

@lindahouben - its should be the Line items table module, and yes you need to copy that module to your child-theme so that you can edit it. 

You just have to add it in together with the other properties in the table:

[lindahouben]

@CBroeders It worked for me as well now! 

I have used the Modern template for this. These are the steps I took:
1. Clone modern.html to child theme
2. Add this piece of code (use your own custom property)

        {
          "column_title": template_translations.tax_pluimen.message,
          "column_property": "tax_pluimen"
        },    

3. Clone the line_item_table module to child theme
4. Add the second piece of code. I edited the format_date to format_number as my custom property was a number and not a date property

             {% elif item.column_property == 'tax_pluimen' %}
                <td class="{{ cell_print_max_width_class }}">
                 {{ property_value|format_number(LOCALE) }}
                </td>

5. Add the custom property to the Select Column Property on the right side (when still in the cloned line_item_table)


6. You can now add the custom property in your HubSpot quote 
7. This did some things to my styling, which I have fixed with CSS

[CBroeders]

@lindahouben - thats great! 👏🎉

And nice with the step by step explanation!

[richard88]

in relationship to this it would be great to be able to expand the line items table as needed rather than keep it limited to only 6 columns

[JStreit1]

This functionality would be very helpful for companies who want to be able to report on certain line items based on specified custom properties, or make it easier to display beneficial information to the recipients of the quotes.

[LSørensen]

I'd really appreciate this feature as well. If we can't add the necessary product information in the line item table, we can't use the quote feature.

I would also love to see it able to summarise on one of these fields. We use volume a lot to calculate how many items can fit into a physical container, and it would be helpful if the quote itself would have a calculated total of this.

[NicoleSengers]

This functionality is absolutely crucial with custom quotes