To overcome this, we implemented a custom JavaScript solution that dynamically displays external PDF files within the HubSpot quote template.
Challenge
- HubSpot quote templates do not allow direct PDF embedding.
- No built-in feature to attach external files within a quote.
- Users required a seamless way to display relevant PDF files without manually attaching them in emails or external links.
Solution:
We developed a JavaScript-based approach that retrieves the PDF file URL from a deal property in HubSpot and dynamically embeds it within the quote page.
How It Works
- Upload the PDF file to the deal record in HubSpot.
- Store the file URL in a custom deal property.
- Modify the quote template to include a JavaScript script that:
- Reads the deal property containing the file URL.
- Fetches the file dynamically.
- ppends the file to the quote page, embedding it for easy access.
Conclusion
By leveraging JavaScript within HubSpot quote templates, we successfully overcame HubSpot’s limitations and provided a custom solution for embedding PDFs in published quotes. This approach ensures a smooth workflow, improving efficiency for sales teams and enhancing the overall user experience for clients.
