HubSpot Quote Templates: How to Customize and Add a Rich Text Product Description
Are you wondering how to customize HubSpot quote templates using the CMS Quotes theme? Or how to customize the default sales quote templates in HubSpot Sales Hub by editing the code files?
In this video, I demonstrate how to customize a HubSpot sales quote template using the HubSpot CMS Quotes theme to support rich text for a product description. I will be editing the code files so if you are not a developer this may difficult but I walk you through the steps.
The default product description property is multi-line and does not support bullets, links, and other rich text features. I show the steps I took to swap out the default field with a new one by creating new property and applying it to a custom HubSpot quote theme.
0:00 HubSpot quotes tool
0:48 Add a new rich text property to the HubSpot product CRM object
2:37 Default HubSpot quotes do not see this new property
3:12 Have a developer install the HubSpot CMS quote theme
3:30 Modify the line_items_table HubSpot module to recognize new rich text property
4:15 Create a new custom HubSpot quote template
5:05 Add bullets and link text and then test the results of the HubSpot quote template
Other links I mentioned in the video
Getting started with the CMS quotes theme for HubSpot CMS Developers - https://developers.hubspot.com/docs/c...
►► Need to hire a HubSpot custom sales quote developer? Get a custom HubSpot quote design template. https://bootstrapcreative.com/service...
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Learn More about HubSpot Sales Hub - https://bootstrapcreative.com/glossar...
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