Learn how to create and customize a HubSpot quote template to add a rich text product property
In this video, I demonstrate how to customize a sales quote template to support rich text for a product description. 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.
Need help customizing your HubSpot quote templates?
Custom HubSpot sales quote template development
In this HubSpot CMS tutorial you’ll learn:
- 0:48 – Add a new rich text property to the product CRM object
- 2:37 – Default HubSpot sales quote do not see this new property
- 3:12 – HubSpot CMS developer to add custom CMS quote theme
- 3:30 – Modify the line_items_table module to recognize new rich text property
- 4:15 – Create a new custom quote template and update the line items module properties selected
- 5:05 – Add bullet and link text and then test the results
Related HubSpot resources
- How to install HubSpot CMS Sales Quote Theme
- List of all HubSpot CRM property field types – Rich Text
- HubSpot Quotes Tool Software
- How to edit and create HubSpot line item properties in a HubSpot quote
Conclusion
In conclusion, this HubSpot tutorial guides you through creating a rich text property for the product description line item in a HubSpot sales quote. This allows you to format the product descriptions with features like bullets and links, making your quotes more informative and visually appealing. By following the steps outlined and the accompanying video, you can swap out the default field with a new one, giving you more control over the look and feel of your HubSpot quotes.
