Add a product table to a template
To create a Oneflow contract in HubSpot from a deal with line items, the Oneflow contract template must contain a product table.
To add a product table to the contract template:
- In the Oneflow application, open or create a contract template assigned to the HubSpot template group.
- In the template body, click the + icon > Product table. The product table should look as follows:
- Save and Publish the template to allow the transfer of line items from HubSpot to product tables in Oneflow.
Edit the product table columns
Now that the product table is in your Oneflow contract template, you can edit various parts of it. This section explains the role of the Price 1 and Price 2 columns when creating a contract and how to configure their display.
To edit the product table:
- In the Oneflow application, open the contract template.
- Hover over the upper-right part of the product table, click the settings icon, and then click Edit columns.
The Price 1 column is the default location for HubSpot line item prices.
|
NOTE When a HubSpot line item has a Term value of 1 or more (i.e., it is not empty/None), its price will appear in the Price 2 column in the contract (if Price 2 is enabled). |
When you create a contract from a HubSpot deal with line items, as shown above, they will appear in the contract like this:
|
INFORMATION If only the Price 1 column is enabled in the Oneflow template, all HubSpot line item prices will be displayed in the contract's Price 1 column. If only the Price 2 column is enabled, then only the subscription service price will be displayed in the contract. |
Now you can use this template to create contracts with a product table!