Thanks for checking out HubSpot Hacks! I would review the quote template you are working with to see if those properties are there. We have another video you can check out on building a quote template here: ruclips.net/video/B3IoLfLYXZM/видео.html
you can create quotes in all versions of HubSpot, but the functionality and customization may vary based on your level from Starter to Pro to Enterprise.
Hi there - thanks for checking out HubSpot Hacks! We will add this to our list of requested videos. If you are looking for help building a quote template we might be able to help. Check us out at simplestrat.com/hubspot/
Thanks for checking out HubSpot Hacks! HubSpot Payments is currently only for US companies but has plans for international expansion soon! I'd keep an eye out for this as it could be in Q1 2024!
Currently you can't create or send quotes using the HubSpot app, but you can use your mobile browser to login to HubSpot and have full access as you would on a desktop.
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the properties that I want showing up on the quote is not actually showing up o the final quote, how can I fix that?
Thanks for checking out HubSpot Hacks! I would review the quote template you are working with to see if those properties are there. We have another video you can check out on building a quote template here: ruclips.net/video/B3IoLfLYXZM/видео.html
Great video thanks! Can you add quote numbers? Ie every time you create a quote it give it the next number along! Thanks
Glad you liked the video! HubSpot automatically assigns a reference number to each quote. I hope that works for you!
Do you actually send the quote when you press the 'Publish' button at the end? Or do you have to send the link in an email before anyone can sign it?
Great question! You have to send the link through email for anyone to sign it. I hope this helps!
Hi does this works in Hubspot Starter Hub plan? or for pro and higher tier only?
you can create quotes in all versions of HubSpot, but the functionality and customization may vary based on your level from Starter to Pro to Enterprise.
Can you please create a video for customizing quotes using files and custom modules?
Hi there - thanks for checking out HubSpot Hacks! We will add this to our list of requested videos. If you are looking for help building a quote template we might be able to help. Check us out at simplestrat.com/hubspot/
Is this payment options only for US based hubspot users
Thanks for checking out HubSpot Hacks! HubSpot Payments is currently only for US companies but has plans for international expansion soon! I'd keep an eye out for this as it could be in Q1 2024!
Hi... Can you make quotes from the hubspot app??
Currently you can't create or send quotes using the HubSpot app, but you can use your mobile browser to login to HubSpot and have full access as you would on a desktop.