Quick tipHow toRevenue Hub

Add custom modules to quote templates

Not addable through the API.

Subscription
Revenue Hub Professional or Enterprise
Permissions
Super Admin or Manage quote templates
Time
2 min · Advanced
Last verified

Short answer

HubSpot's KB: custom modules change a quote template's appearance, content and logic. You can't add custom coded modules to a quote via the API; API users pick a template that already includes them.

1. In HubSpot

The relevant screen in my demo portal.

Quotes index with All quotes, Expiring soon, Pending acceptance and Pending approval views
Quote views (1) and statuses (2).

2. Worth knowing

The KB has common use cases.

3. Related

Quote templates.

Sources

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