Sales Hub Tools

SRobinson4
Participant | Elite Partner
Participant | Elite Partner

Custom Quote templates - formating

SOLVE

Hi there, 

 

When setting up a Custom Quote Template...how is one able to force a page break? 

 

Currently, when download the template it looks different to the screen version. 

 

How are we able to better format the quote template at set up?

Thanks Shireen

1 Accepted solution
elizheleva
Solution
Top Contributor | Gold Partner
Top Contributor | Gold Partner

Custom Quote templates - formating

SOLVE

Hi @SRobinson4 ,

 

The way to update the downloadable version of the quote is to update the CSS file. If you were to specify the styling, padding/margins, etc. in that version, that might result in you not needing to force the line break.

 

Add something like below, i.e. to specify the media and the different elements and how they should look if you want something to be different than the online version.

 

@media print {
html,
body {
/* A4 paper width and height */
width: 100%;
height: 100%;
}

 

I hope that helps,

Eli

 

Problem solver @ crmsquad


Eli Zheleva
Chief Problem solver @ crmsquad | Hubspot Trainer | Hubspot Partner | Community Champion
Still need help? Book a free call with me

Did my post help answer your query? Help the community by marking it as a solution.



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13 Replies 13
o0oMFMo0o
Participant

Custom Quote templates - formating

SOLVE

How can I edit the colors of these margins?

o0oMFMo0o_0-1706804869565.png

Also, is there any way to use anchors from different parts of the same template,? 

o0oMFMo0o_1-1706805310951.png

 

0 Upvotes
jeremypatay
Contributor

Custom Quote templates - formating

SOLVE

Makes no sense.

it's supposed to be something simple. And we should go and edit the CSS?

There's so little flexibility. It's not a great tool.

It looks like a very old quote editor.

elizheleva
Top Contributor | Gold Partner
Top Contributor | Gold Partner

Custom Quote templates - formating

SOLVE

Hi @jeremypatay ,

 

from my experience, if you're using one of the pre-built templates and make changes only within the editor, there should be no need to edit the CSS, as the downloadable versions of those pre-built templates have taken care of this.

 

Are you working on a custom template yourself that you need customised?

 

Here to help,

Eli


Eli Zheleva
Chief Problem solver @ crmsquad | Hubspot Trainer | Hubspot Partner | Community Champion
Still need help? Book a free call with me

Did my post help answer your query? Help the community by marking it as a solution.



jeremypatay
Contributor

Custom Quote templates - formating

SOLVE

we're using both customized and non customized.

 

but i mean... it's not really customizable.

Some templates have for instance a "Pay" button. I can't remove it even though i like the template. That's just 1 example.

 

we have long product description and the quote is 3 pages long. Blocks are spread over 2 pages and I can't do anything about it. Looks so bad.

0 Upvotes
elizheleva
Top Contributor | Gold Partner
Top Contributor | Gold Partner

Custom Quote templates - formating

SOLVE

Hi @jeremypatay ,

 

You should be able to hide the pay button by toggling the little eye icon. If you go to "Quotes > Actions > Customise quote templates", select the one that you want to remove the "Pay" button for and click on the toggle. If you hover on the "Pay" section, you'll see it.

 

elizheleva_0-1680117189337.png

Do you want to share a link or the PDF download for a dummy quote, so I can perhaps give you a few more hints?

 

Here to help

Eli

 

 


Eli Zheleva
Chief Problem solver @ crmsquad | Hubspot Trainer | Hubspot Partner | Community Champion
Still need help? Book a free call with me

Did my post help answer your query? Help the community by marking it as a solution.



0 Upvotes
jeremypatay
Contributor

Custom Quote templates - formating

SOLVE

Thanks @elizheleva 

Actually that's not the case for every block

 

Here you can

jeremypatay_0-1680150270826.png

 

Here you cannot

jeremypatay_1-1680150290898.png

 

Why 90% of the modules can be hidden and some can't.. That's a mystery 🙂

0 Upvotes
elizheleva
Top Contributor | Gold Partner
Top Contributor | Gold Partner

Custom Quote templates - formating

SOLVE

Hey @jeremypatay ,

 

now I'm getting even more interested! Apologies for the question, but do yo have super admin rights? Is it possible that it's an admin right issue? Also, is that a quote template that is a standard one or one of the custom ones you've created? For all standard ones that I've worked with, the payment button can always be hidden.

 

Thanks,

Eli


Eli Zheleva
Chief Problem solver @ crmsquad | Hubspot Trainer | Hubspot Partner | Community Champion
Still need help? Book a free call with me

Did my post help answer your query? Help the community by marking it as a solution.



0 Upvotes
jeremypatay
Contributor

Custom Quote templates - formating

SOLVE

😀

Yes. I'm super admin and we use Sales Hub Enterprise.

This was an example from that template offered by HubSpot. Even the 1st template called Basic, the Payment and Signature blocks are locked. 

jeremypatay_0-1680167714200.png

 

0 Upvotes
elizheleva
Solution
Top Contributor | Gold Partner
Top Contributor | Gold Partner

Custom Quote templates - formating

SOLVE

Hi @SRobinson4 ,

 

The way to update the downloadable version of the quote is to update the CSS file. If you were to specify the styling, padding/margins, etc. in that version, that might result in you not needing to force the line break.

 

Add something like below, i.e. to specify the media and the different elements and how they should look if you want something to be different than the online version.

 

@media print {
html,
body {
/* A4 paper width and height */
width: 100%;
height: 100%;
}

 

I hope that helps,

Eli

 

Problem solver @ crmsquad


Eli Zheleva
Chief Problem solver @ crmsquad | Hubspot Trainer | Hubspot Partner | Community Champion
Still need help? Book a free call with me

Did my post help answer your query? Help the community by marking it as a solution.



Frydendal
Participant

Custom Quote templates - formating

SOLVE

Hi @elizheleva, I tried to add the css to our template, and it seems to kinda work (It forces it onto one page, but still leave a blank page on the following, where it before clipped over). And it doesn't work when I download the PDF of the quote from the deal. 

 

Hoep you can help me out with this. 🙂

0 Upvotes
elizheleva
Top Contributor | Gold Partner
Top Contributor | Gold Partner

Custom Quote templates - formating

SOLVE

Hi, @Frydendal ,

 

I'm not sure how I missed your comment, apologies. Do you still need help with this?

 

Thanks,

Eli


Eli Zheleva
Chief Problem solver @ crmsquad | Hubspot Trainer | Hubspot Partner | Community Champion
Still need help? Book a free call with me

Did my post help answer your query? Help the community by marking it as a solution.



0 Upvotes
Frydendal
Participant

Custom Quote templates - formating

SOLVE

I'm not sure how we fixed it, but somehow we managed to fix it. 🙂

Thank you for following up on it.

PamCotton
Community Manager
Community Manager

Custom Quote templates - formating

SOLVE

Hello @SRobinson4, thank you for posting in our Community! 

Is the page currently breaking when you are creating a custom quote template? Is this recently started to happen? What is the action that happens before it breaks?  The more information, screenshots, and details you can provide, the better I can advise on the next steps.

 

Thank you,

Pam

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0 Upvotes