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Deal-Based Conditional Rich Text Module

Conditionally show rich text on your HubSpot Quote template based on the values of a Deal property

Video Overview: 

 

 


How to add the module to your quote template:

  1. Navigate to Design Manager
    1. Find the folder named 'quote·hapily'
      1. quote·hapily_template_modules
        1. qh_conditional_rich_text_2
  2. Copy the 'usage snippet code' - Scroll down on the right column to the very bottom and copy the code here:
    Screenshot on 2025-10-16 at 08-41-07.png
  3. Navigate to your quote template HTML file (in Design Manager)
  4. Paste the usage snippet code wherever you'd like the module to be
    1. Pro Tip: You can use this module multiple times on the same quote - just use different deal properties. 
  5. 'Publish' your quote template HTML file
  6. Navigate to 'Settings'
    1. Quotes
      1. Quote Templates
  7. Select your quote template that has this new module and pick the Deal property and values you'd like to use to display Rich Text
    1. You can use personalization tokens to dynamically grab data and render it on the quote template
      Annotation on 2025-10-16 at 08-45-09.png
  8. Hit 'Save'