More about DoQuotes Deal View App Cards - for right menu and centre menu.
HubSpot introduced App Cards in September 2024. They give users a way to display, sync, and action data between HubSpot and their third-party tools, without leaving HubSpot.
Setting up your DoQuotes App Cards in HubSpot enables quick reference points and setting details on your Deals and Quotes.
Jump to:
Setup Recap
Scenario 1:
You've just installed DoQuotes and you're working through the DoQuotes Setup Guide [opens in new tab]. At a certain point in the setup you'll be taken through the steps to enable App Cards.
As an Administrator of your HubSpot account, you have additional tools to enable or disable features on your DoQuotes App Cards for your teams. The User Admin switch allows you, as the Admin to have full visibility of the settings on the Deal App Card. You can choose what your team users have access to. For example, if you have team members based in other countries, you may give them the choice to choose the quote template to match the language of those countries, e.g. the French Sales team member may use the French language template. The expiration date period may also differ based on country location, etc OR you can set Global settings for all team members.
> Go to your HubSpot Settings
> Integrations
> Connected Apps > choose DoQuotes
> Click the Actions down arrow
> Click 'Go to Settings'
NOTE: DoQuotes Settings requires *HubSpot Administrator Role*
As Admin role in your HubSpot portal, you have the control to enable access for your team members, as well as giving you full visibility of the Settings that general Users don't get to see.
Before you start:
DoQuotes requires that your own Company has a Company record in HubSpot.
> Create your own Company record in the CRM
> Add yourself and the Sales team members as Contacts on your Company record.
Set this up before you start on your Deal App Cards. These details are added to every Quote sent by you and the team.
General Settings
General Settings and App Cards settings:
> As the Admin, choose yourself as User in the dropdown
> Set the first 2 options ON and the 3rd is optional (based on your team requirements) before adding the App card
> Click on the App Cards tab
> Here you'll have 2 options - Set up App Cards for the Right side menu and the Middle column menu.
Middle Column App Cards
NOTE: The Middle and Right Sidebar App Cards details are also in the DoQuotes Setup Guide [link opens in new tab] - Jump to "Setup App Cards"
In this sample, we'll build the Middle Column App Cards
> Click Add to 'Deals' to create App Cards for the Middle Column of your Deal View:
> Click 'Default View'
Now you can edit the default view to display the DoQuote App cards to your Deals:
> Choose Apps or Search for DoQuotes to enable this card in your view:
> Move the card to your preferred position so each Deal has easy access and visibility of the card.
Recommend:
1. Recent Activities
2. Contacts
3. Companies
4. DoQuotes Settings
Deal App Card Settings
Now for the Deal settings on the App Cards.
As the Administrator,
> Go to any new or current Deal
> On the Middle menu, you will now have visibility of the following information. (An Administrator has added flexibility for the tools for the Sales Teams by choosing the settings Global settings for):
Portal Settings:
You've already set these functions:
ON/OFF for User access
DoQuotes ON or OFF
Comments & Terms cloning
Now you can also manage:
Template options
Expiration Date options
Your Sender Company Details
The "sender company" ID# is required to enable DoQuotes to pull the correct Name, Address and Phone details to be added to all Quotes for you and your Sales team.
TIP: If you haven't already, please create your own Company record in the Companies CRM fields in HubSpot. You'll need the Company ID# which is located in the URL...
To find this ID#, go to Companies in your CRM:
> View your company in the CRM and copy the company record ID# (marked in red here).
The ID# is the last set of numbers after the final /, e.g. 123456789179
> Refer back to your App Card and
> Paste the ID# number into the Sender Company ID field.
> Submit the company ID by pressing Save
NOTE: Complete the Quote Reference Number information in this section, if not already done - or see our Help Document
Search the HubDo Knowledgebase for more information:
DoQuotes - How to setup short, simple Quote Reference Numbers