Configuring the Buyer Company module

Address the quote to the right company by pulling its name and billing address straight from the CRM.

Overview

The Buyer Company module is the “bill to” block: the company the quote is for, read from the company record associated with the quote.

In HubSpot’s module picker it’s called Buyer company (Quotivity).

What it shows by default

A new module is pre-built with the company name, street address, second address line, city, state or region, and postal code. Lines with no value on the company record are removed from the rendered quote, so partial addresses still look tidy.

Settings

The module has one field: the content. Edit it as rich text to add a “Bill to” label, include the company’s country or tax number, or reorder lines for a local address format. See inserting CRM property tokens for how tokens resolve.

Clear the content and the module renders nothing.

Steps

Open the module. Select Buyer Company in the Template Modules panel.
Match your address format. Reorder or relabel lines — postal code before city, for example — and add any property your finance team needs on the document.
Preview with sample data from a deal whose company record is filled in.
Publish the template.

Tips

Selling into different regions? A second template with a localized address layout is usually cleaner than conditions inside one module.
If the block looks empty on a real quote, check that the deal is associated with a company in HubSpot and that the address fields are filled in.
Need a legal entity name that differs from the CRM name? Add a custom company property in HubSpot and use it as the token here.