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Solved
MTerning on May 07, 2025
Is it possible to to add a watermark on our quotes that says something like "CONFIDENTIAL"? It should appear on all pages of the quote and look something like this:
0 upvote
1 Reply
Accepted solution
Top Contributor | Platinum Partner
May 07, 2025 19:11
Hi @MTerning , As far as I know, you can’t add a watermark directly to HubSpot quotes using the native tools. The quote templates don’t curren...read more
Solved
KlemenHrovat on December 06, 2024
Hey, I have a challenge with HubSpot Sequences and haven’t found a solution yet. Challenge: Part of email templates in the sequence are personalization tokens. Some of the personalization tokens might be changed in time. When I enroll a conta read more
Accepted solution
Hall of Famer | Partner
December 06, 2024 03:30
Hi @KlemenHrovat , Correct, sequence emails are personalized at the time of scheduling, they don't dynamically reference the token at the time...read more
Solved
Anschmid on December 02, 2024
Hi there We need to have different quotes templates. What I didn't discover so far is, how (as a user) to choose from the different templates, when the user is in the process of creating a quote. The way I did it: deals --> quotes --> add read more
0 upvote
3 Replies
Accepted solution
Recognized Expert
December 02, 2024 04:13
Hi @Anschmid The step to select the quote template has been put at the end. I also found out by accident, not a big fan and another case o...read more
Solved
GabrielM on September 12, 2024
We have an if statement in our quotes that has always worked properly, and it suddenly stopped working. I have narrowed it down to the fact that we compare the field value with the internal value we have setup in the dropdown field: read more
0 upvote
4 Replies
Accepted solution
Most Valuable Member | Diamond Partner
September 13, 2024 13:27
Thanks for the tag @DianaGomez - but I haven't seen this error or change either. @GabrielM I can tell you from experience that pre-INBOUND we som...read more
LWilkinson0 on June 06, 2024
Hi, I'm New to Hubspot and looking for help on checking the template_data.quote.associated_objects.company.country so i change change the wording depending on the country. ie IF company.country = Scotland have the wording "a company registered in Sc read more
0 upvote
1 Reply
Participant
June 06, 2024 18:39
Do you want to segment the people you want to send your email template to? Or you are looking at sending emails to those conditions created by you? ...read more
Solved
AlexanderSchöne on May 10, 2024
Hello, I want to include VAT in every quote. Currently, when generating a new quote I manually add a tax, call it VAT and set it to the correct amount. That is error-prone. Isn't there a way to have VAT automatically added to every new quot read more
1 upvote
5 Replies
Accepted solution
Contributor
May 10, 2024 13:43
Hi @AlexanderSchöne , Unfortuantely I don't think you can automatically add VAT to a quote in HubSpot at the moment without using their API. ...read more
Solved
KMcKenz on April 09, 2024
I have created custom quote templates, utilizing both Deal and Primary Company Property Personalization Tokens. My Deal properties are syncing in perfectly. My Company Properties are not syncing into my quote, in spite of: A Prim read more
0 upvote
3 Replies
Accepted solution
Contributor
April 10, 2024 09:18
Thank you so much for your response, Pam! Definitely. That's why I included that the needed properties do have values within the Company Record, and ...read more
Solved
DCrinnion on March 26, 2024
Hi All, Very quick one, I was wondering if there is an audit log of who created templates in Hubspot. One of our SDRs has been made Template owner however they are adamant they haven't created any and just need to know who has created them and p read more
1 upvote
4 Replies
Accepted solution
Recognized Expert | Diamond Partner
March 26, 2024 10:47
@DCrinnion In the owner section here you can see who created the template from your internal team.
Solved
Sebastian_ on March 11, 2024
Hi community, We are currently implementing HubSpot's quotation and eSign function. So far we have been using Google Docs and Dropbox Sign for our quotes and contracts. We have everything set up so far. Now we are facing the challenge that t read more
0 upvote
7 Replies
Accepted solution
Top Contributor | Gold Partner
March 12, 2024 16:51
Hi Sebastian, My pleasure! I am not familar with German law requirements, so I don't have any advice there. A half-baked idea that came to mind ...read more
Solved
SHinojosa3 on February 07, 2024
Does anyone know of any workarounds for creating a list of contacts that were sent an Email Template but did not open the email?
1 upvote
1 Reply
Accepted solution
Key Advisor
February 07, 2024 11:26
Hi @SHinojosa3 I’m unsure whether you’re referring to marketing emails or sales sequences. Anyways, if you’re asking about marketing email, yo...read more
Rolly on October 05, 2023
I need to insert a wide table , but the editor is too narrow, is there a global setting for editor's width?
1 upvote
1 Reply
Thought Leader | Platinum Partner
October 05, 2023 07:32
Hey @Rolly not at the moment no, you could manually set the table's width however through the rich text editor. If you navigate to advanced > so...read more
Solved
Jenny26 on August 01, 2023
Hi everyone, We hired a developer to create a custom quote template for us. I thought I gave her all the permissions she needed to do so but she cannot create a quote. (see the image below). How can I give her access to the quotes without g read more
1 upvote
2 Replies
Accepted solution
Thought Leader | Platinum Partner
August 01, 2023 11:25
Hey @Jenny26 this would actually only be limited to super admin persmissions currently according to the knowledgebase here .
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