How to migrate a "proposal" to a "quote"

Jun22 · ‎may 24, 2021

Can someone help me,

I already read the instructions on how to migrate . seems our template is on html not inside the proposal theme folder. I just changed the Templatetype to "Quote" from proposal. but the results is no subscription and products are showing only the total.

What am I lacking please I can see the deals on the new "cms-quote-template" not the same structure as the old proposal how to get the data do I need to recreate this html from new quote folder. If we can have a video tutorials on this . Need help. Thank you all.

<!--
templateType: quote
isAvailableForNewContent: true
label: Panzura Branded Quote - Paid Annually - Quotetype
-->
<!doctype html>
{% from './sample-deal.html' import SAMPLE_TEMPLATE_DATA as backup_template_data %}

{% set template_data = template_data || backup_template_data %}
{% set QUOTE_PROPS = template_data.quote %}
{% set QUOTE_TOTAL = template_data.totals.total %}
{% set SUB_TOTALS = template_data.totals.subTotals %}
{% set CURRENCY = QUOTE_PROPS.hs_currency || 'USD' %}
{% set LOCALE = QUOTE_PROPS.hs_locale || 'en-US' %}
{% set TIMEZONE = QUOTE_PROPS.hs_timezone || 'US/Eastern' %}
{% set RECIPIENT_CONTACTS = template_data.quoteAssociatedObjects.contacts %}
{% set RECIPIENT_COMPANY = template_data.quoteAssociatedObjects.company %}
{% set CONTACT_SIGNERS = template_data.quoteAssociatedObjects.contactSigners %}
{% set LINE_ITEMS = template_data.quoteAssociatedObjects.lineItems %}
{% set ADDITIONAL_FEES = template_data.quoteAssociatedObjects.additionalFees %}
{% set SUPPORT_SKUS = [
'FD-PS-TAM-S',
'FD-PS-TAM-D'
] %}

<html lang="{{ html_lang }}" {{ html_lang_dir }}>
<head>
<title>{{ page_meta.html_title }}</title>
{% if site_settings.favicon_src %}
<link rel="shortcut icon" href="{{ site_settings.favicon_src }}" />
{% endif %}

<meta name="description" content="{{ page_meta.meta_description }}">
{% do require_css(get_asset_url("/Marketplace/HubSpotSiteSetup/Vast_Site_Setup/Coded_Files/vast-style.css")) %}
{% do require_css(get_asset_url("/Marketplace/HubSpotSiteSetup/Vast_Site_Setup/Coded_Files/Custom_Styles_2020.css")) %}
{% do require_css(get_asset_url("/Marketplace/HubSpotSiteSetup/Vast_Site_Setup/Coded_Files/quote-styles.css")) %}
{{ standard_header_includes }}
<style>
.paymentterms ul{
border:solid 1px #1946ba;
padding:20px 30px;
border-top-width:30px;
border-color:#7a8797;
}
.paymentterms h2{
text-align: left;
color: #1946ba;
margin-bottom: .5em;
font-size:1.4em;
margin-top:30px
}
.paymentterms li{
margin: 5px 0
}

.datedate3,
.datedate2 {
position:relative;
left:-4px;
}
</style>
</head>

<body class="hs-proposals hs-proposals--simple">
<div class="container-fluid">
<div class="row-fluid">
<div class="page-center quote quote--v2">
<header class="quote__header-wrapper">
<img src="https://cdn2.hubspot.net/hubfs/7475627/Panzura%20logo.png" width="200" class="quote__logo" alt="Panzura">
<div class="quote-header">
<div class="quote-header__meta">
<h1 class="quote-header__title">SALES ORDER</h1>
<dl class="quote-header__meta-details">
<dt>Sales Order #:</dt>
<dd>{{ QUOTE_PROPS.hs_quote_number }}</dd>
<dt>Sales Order Date:</dt>
<dd>{{ QUOTE_PROPS.hs_createdate|int|datetimeformat('%m/%d/%Y %l:%M %p', TIMEZONE, LOCALE) }}</dd>
<dt>Expires On:</dt>
<dd>{{ QUOTE_PROPS.hs_expiration_date|int|datetimeformat('%m/%d/%Y', TIMEZONE, LOCALE) }}</dd>
<dt>Payment Terms:</dt>
<dd>Net 30</dd>
</dl>
</div>

himanshurauthan · ‎may 26, 2021

Hi @Jun22,

As there is no clear documentation about the programmable quote, I would recommend you to please read the existing quote templates from design manager.

You need a basic understanding of hubl as well and after reading the code, you will have a fair idea of how to achieve your goals.

Regards,

Digital Marketing & Inbound Expert In Growth Hacking Technology

Ver la solución en mensaje original publicado

himanshurauthan · ‎may 24, 2021

Hi @Jun22,

Can you please share your requirement in more detail?

But if you want to get the associated objects like products, this is how you can get it -

{% set ASSOCIATED_OBJECTS = QUOTE.associated_objects %}

You can also use the hubl functions to get other objects if you want.

Hope this helps.

Regards,

Jun22 · ‎may 25, 2021

Hello sir , Thanks for the response.

The html above is the old template we used for quoting. I tried to read the instructions to migrate from proposal to quote I just change the templatetyp to quote but the results are gone. Is there anything to change except from changin the templatetype: to text quote

{% set ASSOCIATED_OBJECTS = QUOTE.associated_objects %} Is this one the new code to input rather than the old declaration ? :

himanshurauthan · ‎may 26, 2021

Hi @Jun22,

As there is no clear documentation about the programmable quote, I would recommend you to please read the existing quote templates from design manager.

You need a basic understanding of hubl as well and after reading the code, you will have a fair idea of how to achieve your goals.

Regards,

Marketing Integrations