Overview
The Attach File Viewer module in quote•hapily allows you to embed a file viewer directly into your HubSpot quote templates. This provides buyers with instant access to supporting files — like contracts, spec sheets, or presentations — without leaving the quote.
This guide walks you through adding the module to an existing HubSpot quote template.
Prerequisites
Before you begin, ensure you have:
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HubSpot Super Admin or Marketing access to edit templates.
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quote•hapily installed in your HubSpot portal.
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An existing custom quote template to edit.
Step-by-Step Instructions
Step 1 – Open Your Quote Template in HubSpot
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In HubSpot, go to Settings (gear icon).
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Navigate to Objects → Quotes → Quote templates.
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Locate the template you want to edit and click Edit CMS Template.
Step 2 – Open the Module Panel
In the left-hand panel of the template editor:
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Search for "qh_attach_file_viewer" in the module list.
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Open up the module and grab the snippet code (bottom right hand corner)
File #1
File #2
Step 3 – Add the Attach File Viewer Module
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Drag the Attach File Viewer module from the left panel into the desired section of your quote template.
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Position it where you want the file viewer to appear for buyers. Most customers insert above the Signature Module.
Step 4 – Publish Changes and Review the the Module
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Publish the changes and go back to your template in hubspot
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Click on settings and refresh the page
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You should now see the module added to your quote, no need to configure anything else.
Step 5 – Test your template
- Review the attach file prompt user setup to make sure you've enabled this inside of the quote builder
- Once configured select the template you added the module to, and publish the quote!
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