edit quote template to pull in buyer contact address

[Jenny26]

Hello!

We recently upgraded to commerce hub so we could use the new CPQ tool. Formerly, our team created quotes using the legacy quote tool. We're now transitioning to using the upgraded quote builder.

Since we bill for multiple locations the we need the ability to use the buyer contact address in the quote. In our legacy quote templates we edited the code to pull in the buyer contact address instead of the company address. Are we able to edit the code in the new quote tool templates the same way? 

thanks in advance for your help,

Jenny

[CarolinaDeMares · Accepted solution]

Hi @Jenny26 !

This is a great question, and you’re running into an important difference between the legacy quote templates and the new Commerce Hub / CPQ quote builder. 

I looked into this while trying to find a solution for you, and unfortunately you can’t edit the template code in the new quote builder the same way you could with legacy quotes. Legacy quote templates were fully code-based (HubL/HTML), which made it possible to do things like pulling the buyer contact address instead of the company address. You can see more about that here in HubSpot’s docs: https://developers.hubspot.com/docs/cms/start-building/building-blocks/templates/legacy-quotes

The new quote builder is much more locked down and structured, mainly to support payments, subscriptions, and consistency. Because of that:

• There’s no direct access to HTML / HubL

• You can’t add custom logic to swap between company and contact address fields

One workaround that can work is using custom quote properties. You could copy the buyer contact’s address into quote properties (via a workflow) and then use those properties in the quote template instead.

Hope this helps!

Carolina De Mares

ZUID.
Goirkekanaaldijk 12 
5046 AT Tilburg 
Nederland

[Jenny26]

Thank you!

[Victor_Becerra]

Hi @Jenny26 

Thanks for sharing this — billing to multiple locations is a very common reason teams need the buyer contact address (not the company address) on quotes.

I’d like to invite a few Community members who are subject matter experts in Commerce Hub / CPQ and quote template customization to join the conversation.
@deepikaverma @Nishant_Gupta @frameofwork — hope you’re all having a great week! In the new quote builder/CPQ, can teams still edit templates at the code level (like legacy quotes) to pull in the buyer contact address? If not, what’s the recommended supported approach to achieve this in the new tool?

Any guidance would be greatly appreciated.
Best,
Victor

[Jenny26]

Thank you, Victor!

I'd like to add that we also need the ability to edit how the quote prints. Currently, it prints on more than one page with a page break after the buyer and seller contact information. I'm hoping that we can edit the quote theme code soon. Thank you!