himanigupta

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Himani Gupta

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himanigupta on April 22, 2021

Adding Attachments to the quote

Hi, In the new quote template, will there be a possibility to attach a file within a quote template? Due to privacy and data protection rules, our clients now constantly ask for these documents attached to the quote itself as one document rath read more

Reply Discussion Attachments feature to the quote template

24 upvotes

4 Replies

ethankopit on February 28, 2021

Providing feedback on new template design

Hey folks - our team is approaching a new phase in our beta. We believe that it's in the best interest for everyone to transition from creating templates that are pure HTML/CSS/JS, to templates that based on HubSpot CMS modules . By building templa read more

Reply Discussion

5 upvotes

12 Replies

himanigupta

Contributor

April 22, 2021

Hi Ethan, What exactly do you eman by "module based". I'd like to try new templates. Would you be sharing anytime soon the product updates as ...read more

ethankopit on February 28, 2021

Providing feedback on new template design

Reply Discussion

5 upvotes

12 Replies

himanigupta

Contributor

April 22, 2021

Hi Ethan, What exactly do you eman by "module based". I'd like to try new templates. Would you be sharing anytime soon the product updates as ...read more

jmclaren on February 10, 2021

Welcome to the beta for customizable quote templates!

Welcome to the super-secret HubSpot Community group for customizable quote templates! This is an invite-only group for beta users of this new feature. We've also got some HubSpotters here to help wherever we can. Gathering as a group there read more

Reply Blog

7 upvotes

6 Replies

himanigupta

Contributor

February 15, 2021

Hi Team, Within the Quotes functionality, we are looking for the following items 1) Ability to add extra columns independent to the product pro...read more

Solved

jmclaren on February 10, 2021

What do you think of the custom quotes functionality right now?

Hey all, As we work on iterating and improving this functionality we want to make sure we're solving for your needs. We want to hear your feedback. Was there anything you expected to be able to do with custom quote templates that you couldn't read more

Reply Discussion Feedback

3 upvotes

72 Replies

himanigupta

Contributor

February 15, 2021

Hi Team, We are currently using Pandadoc integration just because HS was quite restrictive. We are very much interested to have customizable colu...read more

himanigupta on January 20, 2021

Forecast amount in local currency

Would you please launch forecast amount in local currency identical to projected deal stage amount

Reply Idea Deals

48 upvotes

14 Replies

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