Tips, Tricks & Best Practices

MShinde6
Member

How to implement multiple line items table in a Quote

we want to implement multiple line item tables in our quote, and these line items should be dynamic

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3 Replies 3
danmoyle
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

How to implement multiple line items table in a Quote

Hey there @MShinde6 and welcome to the Community. My gut says yes it's possible, but it's not an easy task. This would be a custom project for a Solutions Partner. You may have to use HubSpot tools like HubDB and custom coding. Not a guarantee, but that's my two cents. I'd be happy to connect if you want to learn more about what it might take (time and money) to accomplish. 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
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https://impulsecreative.com/
PamCotton
Community Manager
Community Manager

How to implement multiple line items table in a Quote

Hey @MShinde6, thank you for reaching out to our Community!

 

In your HubSpot account, you can create custom properties for the Quote object to capture details of each line item. These properties could include fields like item description, quantity, unit price, total price, etc.

 

To our top experts @danmoyle, @Jnix284 any recommendations for @MShinde6?

 

Thank you,

Pam

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MShinde6
Member

How to implement multiple line items table in a Quote

Hi @Pam, thanks for the reply
we want to create multiple line item tables dynamically
Here's the referrence image:

MShinde6_0-1711794291212.png

 

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