Hey team
We’re customizing a quote template in HubSpot (based on the Modern theme), and are hitting a couple of blockers. Would love to know if anyone has worked through these before:
Issues:
Billing & Shipping Address not rendering correctly – tried multiple approaches (see below).
Line items UI needs to match the reference quote design (attached second screenshot), but current rendering doesn't match expectations.
Address Tokens – Tried So Far:
Default variables: hs_ship_to_firstname, etc. via modules like quote_shipping_info.
Direct deal properties: e.g., deals.hs_ship_to_firstname.
Quote tokens & associated objects: quote.owner.firstname, company.address.
Contact personalization tokens: city/state/zip fields via contact object.
Deal-level personalization tokens: deal.shipping_city, etc.
Default modules used inline: {% module "bill_to_address" path="@hubspot/quote_buyer_info" %}
Fallback to contact fields in HTML — limited granularity.
Visual References:
Screenshot 1: Current output (our version)
Screenshot 2: Desired layout — note the green product header, row alignment, and totals section formatting.
If anyone has handled custom quote templates like this — especially getting full billing/shipping info + redesigning the line item table UI — would appreciate your thoughts or code snippets
Thanks in advance!
Let me know if you'd like a version of this that includes direct HubL/HTML code blocks for easier debugging by the dev team.