topic Re: Quote Templates in Sales Hub Tools

Is it possible to customize and implement Quote Templates in HubSpot?

RVega-Bober — Thu, 02 Apr 2026 00:40:30 GMT

I am woundering if it's possible to create our own quote template and implement them in HubSpot. We need a few things that the default templates don't have.

If this is not possible, how do we go about hiring a developer too add these additions that we need:

- A page for editable images ( We use a map in each proposal we create of each property)

- A page where we can have project specifications ( What the work is, how its completed, and the total price for each individual service being preformed & this should also be editable)

Moderator Note: This post was reviewed for relevancy and optimized for clarity on April 1, 2026. Thank you for your contributions to the HubSpot Community!

Re: Quote Templates

kvlschaefer — Wed, 20 Dec 2023 14:44:36 GMT

Hi @RVega-Bober,

Welcome to the Community! This is a great question 😄

I wanted to share a few custom quote-related resources from our knowledge base and developer documentation:

Custom Quote Templates - You can create a custom quote template in HubSpot with a Sales or Service Hub Professional or Enterprise subscription with Super Admin Access. I'd recommend taking a look through this step-by-step guide on creating custom quotes in Design Manager.
Custom Quote Templates (Dev Resources) - This resource is for developers to understand how to build out custom quotes and modules.

I would encourage you to work with either an in-house developer or a developer from our certified partner agency directory.

I also wanted to invite our subject matter experts to this conversation to see if they can share any insight or tips on building custom quotes in HubSpot.
Hi @HubDoPete, @Josh and @louischausse - Do you have any tips for @RVega-Bober?

Thank you!

Best,

Kristen

Re: Quote Templates

HubDoPete — Wed, 20 Dec 2023 16:18:06 GMT

Hi Ryley

Yes, you can create custom quotes that are either child themes based on an existing design (HubSpot Basic, Modern and Original) or standalone themes with quote templates and modules built from scratch.

Quote templates are created using quote-specific templates and modules in HubSpot Design Tools.

Capabilities are similar to building other CMS assets like web pages and landing pages, so you can also use HubL to program how you want the pages built and what data to pull across from the Quote object and other associated objects.

Quote templates do not yet use drag-and-drop modules, they must be coded into the template itself, although drag-and-drop is on the roadmap.

What you describe is possible, in that other types of data can be pulled from HubSpot. For example, if you uploaded your maps to HubSpot or another publicly accessible URL and added these to Deal or Line Item custom properties, these can be coded into the quote.

Your project specifications (the work, how it's completed and the price) might be best suited to a custom price table.

I think one of the main limitations you will find, is that the HubSpot Quotebuilder UI only allows you to add custom text to the comments and terms properties, plus adding and editing line items, fees, taxes and discounts. You don't have direct editing of the rest of the pages. The template must be coded to create all that for you.

Also, consider how you want it to be presented on screen versus downloaded as a PDF.

On the screen is a mobile-responsive single page (like a continuous web page, not separate pages).

When downloaded, it is rendered as a multi-page PDF, with limited controls over handling long-form content when combined with repeating page footers.

What you describe sounds like more of a proposal than a quote. HubSpot Custom Quotes have limited proposal functionality today but like drag and drop, that too is on the roadmap for 2024.

An integrated proposal tool such as PandaDoc or Qwilr might be way easier for now

We create custom-coded templates as child themes and from scratch and also support hundreds of others on proposal tools including PandaDoc, so I'm happy to talk you through the pros and cons of each, based on what you are aiming for, along with examples if that will help you decide your way forward.

Christmas is upon us so timing might be tricky but please reach out if you think a live chat will help!

best

Pete

Re: Quote Templates

james-portant — Tue, 06 Feb 2024 05:36:02 GMT

Hey @RVega-Bober,

Nice to meet you!

We have an document automation app for HubSpot called Portant. It it will give you more control over how the document 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 free to email me james@portant.co and we can set up a call.

Cheers,
James - CEO @ Portant

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

Re: Quote Templates

RVega-Bober — Tue, 06 Feb 2024 17:11:04 GMT

James!!! Thank you so much this has been the most promsing thing ive seen so far to help our issue. Thanks a bunch!

Re: Quote Templates

james-portant — Tue, 06 Feb 2024 20:12:54 GMT

Aweome! I'm so glad its useful. Please give me a shout if I can help with setting it up.
james@portant.co

Re: Quote Templates

Mink_CC — Wed, 04 Sep 2024 13:59:12 GMT

Hi Pete,

drag-and-drop is on the roadmap.
Do you have any insights if this is roadmap 2024, 2025 ?😉

Re: Quote Templates

kropfy247 — Sat, 15 Mar 2025 10:30:43 GMT

Is the drag and rop for quote templates scheduled for release?