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dmytro
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Member since ‎Sep 28, 2021
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BootstrapC on April 14, 2022
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
1 upvote
2 Replies
Top Contributor | Partner
April 21, 2022
Thanks dmytro but that is what I am trying to get around. After each change you have to recall and edit and go through the prompts. It gets repetitiv...read more
Solved
dmytro on November 19, 2021
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
0 upvote
5 Replies
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
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
1 upvote
1 Reply
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
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.
1 upvote
2 Replies
November 24, 2021
Still no access to Custom Quote Template Beta (to my knowledge). Pending approval from HubSpot.
Mary_Pouliot on November 18, 2021
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
2 upvotes
1 Reply
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
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
0 upvote
5 Replies
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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