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 Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

Does anyone know of any workarounds for creating a list of contacts that were sent an Email Template but did not open the email?

I need to insert a wide table , but the editor is too narrow, is there a global setting for editor's width?

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 Beitrag ansehen

Hello everyone, We currently developing our own quot templates and looking for a way to group products by type. Licenses (ongoing costs) Consultation (One-off costs) Optional licenses Optional consultation To achieve this, we have adde Beitrag ansehen

Right now all users can see five Conversations Templates. But unfortunately teh five that anyone can see are the first five ever created in your instance. This isn't useful, as the first templates were potentially tests, or after a couple years, woe Beitrag ansehen

We need to add some permanent text to every Price quote we send out. How do we do this? I don't see any options on how to have a block of text added to our Price Quote template. Also would like to know how to attach another document to each Beitrag ansehen

If I go to conversations and create a template is their no option to create a template using HTML? Is there a way to use the Marketing / Design tools / html email creation to show up as templates in the conversations templates area?

Hi, hopefully I'm in the correct part of Hubspot Community, I couldn't exactly find the Design Tools group. I've done a n00b thing and deleted a template my website uses and was wondering if it can be retrieved, or will it have to be rebuilt Beitrag ansehen

I've got some old templates that I don't want my sales reps to use anymore. I don't necessarily want to delete them, because I like the statistics on how they performed (analytics) as that info may be a good reference in the future. I know I ca Beitrag ansehen