Quote template variables

Custom quote templates can access quote data and some associated objects directly from the templates. The data available depends on data you have in your CRM, as well as data added to the quote itself.

While developing a quote template, you can use HubSpot-provided mock data to populate the template, which may help for previewing the template. In the @hubspot folder, navigate to the cms-quotes-theme folder. Within the templates folder, view the basic.html, modern.html, or original.html templates. These templates contain the following code block at the top:

The mock data is first imported from the mock_data.html file, then is set to the QUOTE variable to use the data found in template_data if available. The QUOTE variable is also used to populate the other variables in this list, such as ASSOCIATED_OBJECTS, to make accessing that data less verbose. However, you can structure your data differently, depending on your preferences.

In the above code, you'll notice that template_data is also used to set the main QUOTE variable. template_data is an object containing all of the actual data for the quote and deal in the page. If that object is not found in the template, HubSpot loads the data from mock_data.html instead.

The vast majority of the data can be directly accessed through the template_data object. You can use {{ template_data|pprint }} in your template to see the full object provided. 

The information specific to this individual quote.

In a quote template, you can access data from a quote's associated records, such as deals or companies, by using associated_objects.

For example, you can add the logo from the quote recipient's associated company record to a quote by using the following code:

The above code first sets a variable that searches for the quote's associated company's logo. Then, using an if statement, the template displays that logo, if available. If no logo has been manually set for the company, no logo is displayed.

Custom object data can be displayed or used within a quote in a couple different ways. Because each custom object's structure may vary, you'll need to get specific properties based on how you've structured your custom object.

The quote template_data by default has custom associated objects in it. For example, custom objects associated with deals are included.

To access them, you can use the following code:

You can then access each custom object type by appending its custom object type ID formatted with underscores. For example:

template_data.quote.associated_objects.deal.associated_objects.custom_objects._2_2193031

You can also look up a custom object by using the crm_associations() function and crm_objects() functions. 

For example, if you wanted to look up a custom object associated with a deal, you could pass in data from template_data:

• Custom quote templates
• Getting started with the CMS quotes theme
• Create and use custom quote templates (from the sales, sales ops/manager perspective)