topic Re: Customize quotes banner in Tips, Tricks & Best Practices

Customize quotes banner

GMasoli — Mon, 04 Mar 2024 09:01:18 GMT

When creating a quote, I see 2 white lines in the top banner before the sender and recipient info (see attached screenshot). Is there a way I can delete or hide them? If not, is there a way I can align them?

Thank you in advance,

Gaia Masoli

Re: Customize quotes banner

Jonas_De_Mets — Mon, 04 Mar 2024 11:39:56 GMT

Hi @GMasoli,

Have you tried editing your quote template in Settings - Objects - Quotes:
https://knowledge.hubspot.com/quotes/create-custom-quote-templates

You might want to start from another quote template as well?

Hope this helps!

Best regards,
Jonas De Mets
HubSpot Revenue Operations & Co-Founder @ Koalify

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Re: Customize quotes banner

Lucila-Andimol — Mon, 04 Mar 2024 14:48:57 GMT

Hey
@GMasoli

if you are using the standard HubSpot quote's templates

there is no way on editing the design.

you can have a custom design if you want it to look differently.

BUT I could be something about the size/resolution/device that you are using to preview/visualize

just check if you are not using desktop here:

hope this helps

Re: Customize quotes banner

james-portant — Thu, 07 Mar 2024 11:40:55 GMT

Hi @GMasoli,

Nice to meet you!

We have an quote automation app for HubSpot called Portant. It it will give you more control over how the quote looks because you can design your template in Google Docs or Slides. I made a short 60s video about it here:

If that looks helpful, we have some docs to help you get started: https://docs.portant.co/portant-docs/sources/hubspot but if you need any additional help, please feel to book a call here: https://calendly.com/james-portant/30-min-meeting

Cheers,
James - CEO @ Portant

Portant App for HubSpot: https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/portant-hubspot-google-docs-in...