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.
Is there any news as to when custom line item fields can be displayed on quotes? I need to display serial numbers against line items which is a custom field I've set-up.
How long will it take to get this change done in production. I can see this was added to the queue in 2020, it is almost 2024 now. Can you provide a timeline on this, if possible?
We spent a fair amount of time trying to customise the quotes only to realise that we can't use them because we can't add custom product properties. Very frustrating! Fix this!
Very frustrating indeed. I'm having the same difficulty.
Makes it impossible for someone like an automobile dealer to generate a "deal" for a large fleet customer who may have 50 cars they want to purchase, each with a unique vin or license plate they need shown on the quote.
Given that it's been in the queue for 4 years, I won't hold my breath 🙄
I understand that you are saying that you were able to add a CUSTOM product field in this quote template, right?
Could you give us a little more information about the process followed to add a new product property there? I understand that you have had to create a child template, right? If so, how to replace the quote template with the new one?
@Marcosluqueolmo I created a video that demonstrates how you can create a custom HubSpot quote template which gives you access to the line items module. You would then need to edit it to view the "Line Item Column". You can then add your custom property values. My videos walks you through the steps.
I am trying to figure out a way to add "per piece" and/or "per record" to the line item quoted price. I tried to add the property to the "frequency" and it wouldn't let me. I see where annuity type quoting is possible (E.G. "monthly" shows up after the price) but I don't see a way to display something different than a period of time...as I said, I would like to add a "per piece" and/or "per item" and/or "per record" and/or "per unit". I was able to add it to the column header on a customized quote templat but it won't work for line items where I need the "per xxxx" to be different than the column header for a particular line item.
Hi @LBlue Have you tried creating a custom property that includes all the values that already exist in hubspot + the ones you want to add and apply what @Jake_Lett says? I think it could help you
You have the list of internal values within configuration - Properties, searching within the property.
You can see and edit the list of values that will appear in the quote template you create in the design manager. You will find it, within the "line_items_table" module in the "set_column_property" attribute, as Jake indicates in his video.
I hope I've helped
PS: If you are not very "technical" and do not handle yourself well in the design manager, you will have no choice but to request/hire help.
