dmytro

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Activity

Jake_Lett on April 14, 2022

How to preview a custom template using real deal data

When creating a custom template the only way I see to test out the design is by creating a quote and then referencing the small iframe preview. Once you publish the deal the styles and code are backed and any changes to the code are not reflected on read more

Reply Discussion Quotes

1 upvote

2 Replies

dmytro

Participant

April 20, 2022

Hello In the HS Quote styles and scripts generate after you make a quote, so you have to recreate quote and you'll see changes

Solved

dmytro on November 19, 2021

Send data from Gravity Form on each form step

Hello I use the WP Gravity Forms plugin and I need to send data on each step of the multistep form. At least I want to send name and email from the first form step and after, if the user finished form I want to send data again to the HS The qu read more

Reply Discussion Forms

0 upvote

5 Replies

dmytro

Participant

December 20, 2021

Here is my solution: I installed the Partial Entries addon (Elite License Plan required). This addon can save entries to WP on each step. To send t...read more

DAllen6 on December 08, 2021

Custom Quote Template: Comments and Terms rich text not appearing

I am working on creating a custom quote template and have run into a stumbling block. I've cloned the exisiting cms-quotes-theme boilerplate and modified the line items table to display certain information. This is working fine. However, when cre read more

Reply Discussion

1 upvote

1 Reply

dmytro

Participant

December 13, 2021

Hey @DAllen6 You have to go to your quote template and check it Settings -> Objects -> Products & quotes -> Customized quote templa...read more

hansandreasson on November 17, 2021

How to customize quote template

Hi, where in HubSpot do I find the function "Customize Quote Template"? I have some Terms and Conditions and more I want the inetire team to always have in all our quotes.

Reply Discussion

1 upvote

2 Replies

dmytro

Participant

November 24, 2021

Hello @hansandreasson In general, you can check basic information here https://developers.hubspot.com/docs/cms/building-blocks/templates/quotes ...read more

Mary_Pouliot on November 18, 2021

Reporting comments issue in "Minimal" template

The "Minimal" template does not show written comments to buyer or written purchase terms in quote preview or created quote. Writing this on behalf of customer, Angela Maness of Hotsy Equipment. Angela has built all of her custom quotes off of read more

Reply Discussion Bug Quotes

2 upvotes

1 Reply

dmytro

Participant

November 24, 2021

Hello @Mary_Pouliot Make sure that you use Personalization Token in the Quote template, see the screenshot

Solved

dmytro on November 19, 2021

Send data from Gravity Form on each form step

Reply Discussion Forms

0 upvote

5 Replies

dmytro

Participant

December 20, 2021

Here is my solution: I installed the Partial Entries addon (Elite License Plan required). This addon can save entries to WP on each step. To send t...read more

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