If you're using HubSpot Products, you'll be able to use the Qwilr + Hubspot integration to automatically pull sets of products into the Quote Block.
Note: To use this feature, you'll need a paid HubSpot Professional or Enterprise account. You will also need HubSpot Sales Hub and Super Admin permissions.
Note: This feature works from Deal records.
Creating a Deal template
To use this part of our integration, you'll need to have products associated with a Deal record in your HubSpot account. You'll find details on this process in HubSpot's docs.
Step 1. In your Qwilr account, create a page that you'll use as your template.
Step 2. Click on the Tokens icon at the top right corner of the page. Choose Hubspot as the CRM and Deal as the object. Click Convert to Template to save the change. Then click Keep Editing.
For more on creating HubSpot templates in general, please see this page.
Step 3. Scroll to the Quote Block of your template. Add a Fixed Cost line to the quote.
Step 4. Next, click the Tokens icon at the top right corner of the page. Scroll to the products token. Then click and drag it to the Description field of the quote. You only need to do this one time.
Note: The Products token only works on a Fixed Cost line type. If you're working from a template, the quote in it might have Variable lines. So it's always a good idea to add a fresh line by clicking the Fixed Cost button.
Pulling products into your Qwilr page
- Locate the HubSpot Deal record you want to create a Qwilr page from.
- Make sure you have one or more Line Items associated with this Deal, and you've entered a quantity for each product.
- Locate the Qwilr widget. Click the Create Qwilr button, then select the Deal template you just created.
- In the new Qwilr page, the Quote Block will automatically list all the product information in place of the Products token.