topic Re: Adding T's&C's to quotes in Sales Hub Tools

Adding T's&C's to quotes

JesseP — Thu, 26 May 2022 13:52:21 GMT

I have a startup company in the SAAS sector for the recreation management industry. We have our standard contract terms and conditions that need to be signed with the quote. I am currently using HS Quoting tool with the e-sig. What are you all doing to add the contract to the quote? Our stand t&Cs are like three pages long from our attorney. Any help would be greatly appreciated!

Re: Adding T's&C's to quotes

Josh — Thu, 26 May 2022 13:55:28 GMT

Hi @JesseP,

Using a custom quote template is the best solution for lengthy T&Cs when using HubSpot quotes.

For smaller sets of terms, we've used snippets to populate the editable box as needed, but that gets messy for anything longer than the basics.

Josh

Re: Adding T's&C's to quotes

Jake_Lett — Fri, 15 Sep 2023 09:27:03 GMT

I know this is an older post but I wanted to share an article I wrote to help anyone finding this question in Google Search. The article covers three different ways you can add terms and conditions to a HubSpot quote and the pros and cons of each approach.

https://bootstrapcreative.com/how-to-add-your-terms-of-service-or-conditions-to-a-quote-in-hubspot/