Custom quote modules overview (BETA)

Documentation Index

Fetch the complete documentation index at: https://developers.hubspot.com/docs/llms.txt

Use this file to discover all available pages before exploring further.

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Use cases

• Custom line items table: replace the standard Line items module to match your branding or add functionality not natively supported, such as:
  • Sections: grouping line items into sections based on properties (e.g., products vs. services).
  • Optional line items: display optional line items that buyers can opt in to.
  • Billing schedule: display a billing schedule derived from the line items in the quote.
• Custom parties section: replace the standard Parties module with one that pulls in additional data such as shipping addresses or child company properties.
• Conditional terms and conditions: display specific terms based on quote properties or associations, such as buyer country or products selected.
• Navigation menu: add a navigation menu for long quote documents so buyers can jump between sections.
• Bespoke styling: apply custom image formatting, shadows, rounded corners, branding, and other visual treatments.
• Mandatory acknowledgements: add interactive checkboxes or buttons for buyers to acknowledge specific sections before accepting the quote.

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Data access

• Object data: the quoteTemplateContext HubL variable provides quote-level data, including all standard and custom properties from the quote and associated objects (e.g., deal, line items, contacts, companies, and attachments).
• External sources: call third-party APIs or internal data sources using serverless functions.
• HubDB tables: if you have a Content Hub Professional or Enterprise account, use HubL functions such as hubdb_table_row to fetch data from the account’s HubDB tables.

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Limitations

• Custom coded modules cannot be added to a quote via the quotes API. To use custom modules in quotes created via the API, you’ll need to select a quote template that already contains the custom module.
• Only a single drag-and-drop area exists, which limits complex page layouts. For example, a module cannot be pinned as a persistent sidebar for the full height of the quote.
• The status bar at the top of the quote cannot be customized without using custom CSS to hide it.
• When creating a custom version of the Line items or Parties module, the default module can be hidden but must remain on the quote. This is because the default module is the only way to modify the underlying data, while the custom module displays that data. Users will still need to use the hidden module to update values (e.g., they’ll use the default Line items module to add, edit, or remove line items).

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Next steps