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Quotivity Help Center

Configuring the Quote Embed module

Drop a video, document, or other embedded content into the quote using a value stored on a CRM property.

Overview

Section titled “Overview”

The Quote Embed module puts external content inside the quote — a recorded demo, a Google Doc, a Loom walkthrough. Rather than hard-coding one URL into the template, the module reads a CRM property, so each quote can embed something different while every quote uses the same template.

In HubSpot’s module picker it’s called Quotivity External Embed.

Settings

Section titled “Settings”
Setting What it does
Heading An optional heading above the embedded content
Source Property The quote, deal, or company property holding the URL or embed code
Width The embed’s width. Defaults to 100%
Height The embed’s height. Defaults to 400px

The source property can be a text, multi-line text, or rich-text property on the Quote, Deal, or Company object.

How the value is rendered

Section titled “How the value is rendered”
  • A URL — Quotivity renders it in a frame at the width and height you set.
  • Embed code — the markup is cleaned up before rendering, and anything pointing at a domain that isn’t trusted is stripped out.

Trusted domains cover the common video and document platforms: YouTube, Vimeo, Wistia, Loom, Vidyard, TED, CodePen, and CodeSandbox, plus any extra domains added to your account. While you’re configuring the module, a warning lists any untrusted domains it found so you can fix the source before publishing rather than discovering a blank space on a live quote.

Steps

Section titled “Steps”
  1. Choose where the link lives. A custom deal property such as “Demo video URL” lets reps set it per deal; a company property suits content that’s the same for every quote to that customer.
  2. Open the module. Select Quote Embed in the Template Modules panel.
  3. Pick the source property from the property picker.
  4. Set the width and height. Percentages keep the embed responsive; a fixed height keeps the page layout stable.
  5. Check the preview with a deal that has the property filled in, then publish.

Tips

Section titled “Tips”
  • Quotes with the property empty simply show the heading and nothing else, so it’s safe to include the module on every quote.
  • Ask reps for the share or embed URL rather than the page URL — a YouTube watch link and its embed link aren’t the same thing.
  • Video is worth its space on proposals a buyer forwards internally; it explains the offer when you’re not in the room.
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