McBainKD

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Kevin McBain

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McBainKD on August 01, 2024

Displaying a Quote section if discounting is greater than zero.

Hey all, I had to create a custom Quote template that doesn't really connect with the modules on the quote builder (related to pricing). I wanted to have a custom module display whenever any unit discounting on a product is greater than zero. read more

Reply Discussion Enterprise HTML Hubl

0 upvote

1 Reply

Solved

sgmichael on November 04, 2022

Quote - Custom Terms based on Items

I am trying to create a new custom quote template that displays specific Terms and Conditions based on the Items that are in the quote. Currently I have created a rich text Product Property called `custom_terms` . So if it's a product/service th read more

Reply Discussion Hubl

0 upvote

9 Replies

McBainKD

Contributor

July 28, 2024

Holy **bleep**. I just want to say that this solution solved a MAJOR problem for me, so thank you thank you thank you beyond belief. You're an abso...read more

McBainKD on July 28, 2024

Using HTML Personalization Token for a Specific Line Item in Quote Description

Hey all! I've recently created a few Quote Templates to try to begin using them for our business but I'm running into a bit of an issue. I don't really have the know-how to go into the back end template editor and figure out how everything ties read more

Reply Discussion Enterprise Sales

0 upvote

1 Reply

McBainKD on July 26, 2024

Is there a way to associate a specific personalization token to a product record?

Hey all, This might be hyper-specific, but I was messing around with personalization tokens on the Quotes functionality. I originally had edited some Product properties to help customize the layout of the quote to be custom to what products are read more

Reply Discussion Reporting

0 upvote

1 Reply

Monjogard on February 02, 2021

Field dependencies in Playbooks

Would be very useful with some smartness to questions in Playbooks (similar to dependent fields in HubSpot forms), e.g. ff answer is X on question 1, show question 1B, otherwise move on to question 2. A Playbook can become quite tedious for a read more

Reply Idea Playbooks

191 upvotes

54 Replies

McBainKD

Contributor

July 24, 2024

+1 just came across the need for this today!!

Rkeane on April 13, 2021

Password Protection for Quotes

Hi all; I am a HubSpotter raising this on behalf of a customer. They are looking to add a password to their quote links so that when sharing with a prospect the password is required. This would ensure an extra level of security for sales quotes whic read more

Reply Idea Products and Quotes

49 upvotes

25 Replies

McBainKD

Contributor

July 23, 2024

Absolutely +1 our risk team requires this!

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