--- title: "HubSpot: How to Submit a Ticket (Off Menu)" description: Used to request a product that isn't on a program's existing menu. Follow this guide to share a spec sheet with the client, create the off-menu ticket in HubSpot, build the Off-Menu Sheet, and file everything in the right Drive folder. --- [Skip to content](https://help.signaturelocker.com/support/hubspot-how-to-submit-an-how-to-submit-an-off-menu-ticket#main-content) English Show submenu for translations [![Signature Athletics Logo](https://help.signaturelocker.com/hs-fs/hubfs/Signature%20Athletics%20Logo.png?width=200&height=64&name=Signature%20Athletics%20Logo.png)](https://help.signaturelocker.com/migration/support?hsLang=en) - [SALES](https://help.signaturelocker.com/migration/support/sales) - [ACCOUNT MANAGER](https://help.signaturelocker.com/migration/support/account-manager) - [TICKET MANAGEMENT](https://help.signaturelocker.com/migration/support/ticket-management) - [DESIGN](https://help.signaturelocker.com/migration/support/design-team) Show submenu for DESIGN - [TEAM](https://help.signaturelocker.com/migration/support/design-team#main-content) - [CREATIVE](https://help.signaturelocker.com/migration/support/design-creative#main-content) - [ECOM](https://help.signaturelocker.com/migration/support/ecom) - [OPS](https://help.signaturelocker.com/migration/support/ops) - [MARKETING](https://help.signaturelocker.com/migration/support/marketing) Open main navigation Close main navigation - [SALES](https://help.signaturelocker.com/migration/support/sales) - [ACCOUNT MANAGER](https://help.signaturelocker.com/migration/support/account-manager) - [TICKET MANAGEMENT](https://help.signaturelocker.com/migration/support/ticket-management) - [DESIGN](https://help.signaturelocker.com/migration/support/design-team) Show submenu for DESIGN - [TEAM](https://help.signaturelocker.com/migration/support/design-team#main-content) - [CREATIVE](https://help.signaturelocker.com/migration/support/design-creative#main-content) - [ECOM](https://help.signaturelocker.com/migration/support/ecom) - [OPS](https://help.signaturelocker.com/migration/support/ops) - [MARKETING](https://help.signaturelocker.com/migration/support/marketing) - English Show submenu for translations - [Signature Locker](https://signaturelocker.com/) [Signature Locker](https://signaturelocker.com/) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.signaturelocker.com/support?hsLang=en) 2. [Account Manager](https://help.signaturelocker.com/support/account-manager?hsLang=en) 3. [HubSpot (Internal)](https://help.signaturelocker.com/support/account-manager?hsLang=en#hubspot-internal) # HubSpot: How to Submit a Ticket (Off Menu) ## Used to request a product that isn't on a program's existing menu. Follow this guide to share a spec sheet with the client, create the off-menu ticket in HubSpot, build the Off-Menu Sheet, and file everything in the right Drive folder. Watch the tutorial: [How to Submit an Off Menu Ticket](https://www.loom.com/share/f6a8b828b74546ef8be220a321ddab67) --- ### **What You'll Need Before You Start** 1. **The product spec sheet.** A PDF of the requested product with its size chart, available colors, and material breakdown. Share this with the client instead of a vendor link so no pricing is shown. 2. **The vendor product page.** Copy the product's style code and open the product page from the vendor you sourced it from (e.g., SanMar) in a separate window. You'll need the URL, product title, and style number. 3. **Program details.** The Program ID, the company's three-letter code, and the season code (e.g., 26S4). 4. **The associated HubSpot deal and company page.** Have both open so you can reference them while you work. 5. **Order details from the client.** Who the item is for, the color, the decoration method and placement, the logo, and the price. **Why a spec sheet?** The PDF gives the client everything they need to decide on the product (size chart, color options, material breakdown) without exposing vendor pricing. --- ### **Step 1: Create the Off-Menu Ticket in HubSpot** 1. Open the **deal** the request is associated with and create a new ticket from it. 2. **Name the ticket** using the Program ID, company code, and season (e.g., *0721 NBP 26S4*). 3. Set the **ticket type** to **4 – Team Design Request: Off-Menu, Non-Custom**. 4. Set the **deal type** (e.g., Bulk Order) and mark it as a **new request** from the ticket owner. 5. **Associate the contact.** This is the person who will receive updates when the item is being reviewed or approved, so pick the right one. Keeping the company page open helps here. 6. **Associate the company.** If you created the ticket from inside the deal, the company is usually already associated. 7. Click **Create**. ### **Ticket description** Add a short description that covers: | Field | Example | | --- | --- | | What it's for / who it's for | Coaches' sweatshirts | | Signature colors | Existing | | Sport / team | Field Hockey | | Apparel item and color | Port & Co. Easy Fleece hoodie, Jet Black | --- ### **Step 2: Create a Copy of the Off-Menu Sheet** 1. Open the **Off-Menu Sheet** template and **make a copy**. 2. Close the original template right away so you don't accidentally edit it. 3. **Rename the copy**, starting with the company code (e.g., *NBP Newburyport Field Hockey 0721 26S4*). **Tip:** Keep the deal and ticket open in another window. You can copy the program details straight from there so you don't forget anything. --- ### **Step 3: Fill Out the Off-Menu Sheet** 1. **Header details.** Confirm the program name, Program ID, and season, and update the deal type (e.g., Bulk). 2. **Product URL.** Paste the vendor product page link. 3. **Product title.** Copy and paste the title from the vendor page. 4. **Style number.** Enter the product code / style number. 5. **Color.** Enter the color the program requested (e.g., Black). 6. **Decoration.** Select the decoration method and placement (e.g., Direct Film, Full Chest). 7. **Logo.** Add the link to the logo file (see Step 4). 8. **Additional logos.** If the item needs a second decoration, such as a back print or custom number, add it as a second logo. 9. **Price.** Update the price for the item (e.g., $29.95). 10. **Clean up the sheet.** Hide any unused item rows so only the item(s) you're adding are visible, then hide the extra tabs. --- ### **Step 4: Source the Logo from Drive** 1. If the client pointed you to an existing product with the logo they want, pull that up first so you know exactly which artwork you're looking for. 2. Open Google Drive and search by the **company code**. The logo will often show up directly in the results. 3. Confirm it's the right file, then **copy its link**. 4. Paste the link into the logo field on the Off-Menu Sheet. **Note:** Some logos are easier to find than others. If the company-code search doesn't surface it, check the company's folder in Drive. --- ### **Step 5: Attach the Sheet and Submit** 1. Copy the link to your completed Off-Menu Sheet. 2. Go back to the ticket in HubSpot and add the link to the ticket. 3. Move the ticket to **Internal Review**. 4. Check off the task that was automatically generated for the ticket. --- ### **Step 6: File the Sheet in the Correct Drive Folder** Don't leave the Off-Menu Sheet loose in your Drive. Move it to the program's folder: 1. Open the season folder (e.g., 26-4). 2. Folders are organized by **Program ID**. Find the program's folder (e.g., 0721). 3. Move the sheet into that program's season subfolder. **If the season folder doesn't exist yet:** Move the sheet into the company's main folder for now, and move it into the season folder once it's created. --- #### **Best Practices** - Share products with clients as a PDF spec sheet, not a vendor link, so pricing stays private. - Always create the ticket from inside the deal so the company is associated automatically. - Double-check the contact association, because that person receives review and approval updates. - Close the Off-Menu Sheet template as soon as you've made a copy so the original stays clean. - Name the sheet starting with the company code so it's easy to find in Drive. - Hide unused rows and tabs before submitting so the reviewer only sees what's being added. - File the sheet in the program's Drive folder right away. Don't leave it sitting in My Drive. --- ##### **LINKS** - [Tutorial Video: How to Submit an Off Menu Ticket](https://www.loom.com/share/f6a8b828b74546ef8be220a321ddab67) - [Sales](https://help.signaturelocker.com/support/sales?hsLang=en#main-content) - [Tools & Resources](https://help.signaturelocker.com/support/sales?hsLang=en#tools-resources) - [SOP's](https://help.signaturelocker.com/support/sales?hsLang=en#sops) - [Product Training](https://help.signaturelocker.com/support/sales?hsLang=en#product-training) - [HubSpot Tickets](https://help.signaturelocker.com/support/sales?hsLang=en#hubspot-tickets) - [Account Manager](https://help.signaturelocker.com/support/account-manager?hsLang=en#main-content) - [General Knowledge](https://help.signaturelocker.com/support/account-manager?hsLang=en#general-knowledge) - [HubSpot (Client Facing)](https://help.signaturelocker.com/support/account-manager?hsLang=en#hubspot-client-facing) - [HubSpot (Internal)](https://help.signaturelocker.com/support/account-manager?hsLang=en#hubspot-internal) - [Shopify](https://help.signaturelocker.com/support/account-manager?hsLang=en#shopify) - [ZiFlow](https://help.signaturelocker.com/support/account-manager?hsLang=en#ziflow) - [SKU Sheets](https://help.signaturelocker.com/support/account-manager?hsLang=en#sku-sheets) - [Off Menu Items](https://help.signaturelocker.com/support/account-manager?hsLang=en#off-menu-items) - [Bulk Orders](https://help.signaturelocker.com/support/account-manager?hsLang=en#bulk-orders) - [Resources](https://help.signaturelocker.com/support/account-manager?hsLang=en#resources) - [Ticket Management](https://help.signaturelocker.com/support/ticket-management?hsLang=en#main-content) - [Resources](https://help.signaturelocker.com/support/ticket-management?hsLang=en#resources) - [HubSpot Ticket](https://help.signaturelocker.com/support/ticket-management?hsLang=en#hubspot-ticket) - [HubSpot Tasks](https://help.signaturelocker.com/support/ticket-management?hsLang=en#hubspot-tasks) - [Ziflow](https://help.signaturelocker.com/support/ticket-management?hsLang=en#ziflow) - [Design | Team](https://help.signaturelocker.com/support/design-team?hsLang=en#main-content) - [Design Rules by Sport](https://help.signaturelocker.com/support/design-team?hsLang=en#design-rules-by-sport) - [Adobe CC Libraries](https://help.signaturelocker.com/support/design-team?hsLang=en#adobe-cc-libraries) - [0. 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