Client-facing quotes with dynamic store + quantity tables (without line items)

Revenue Hub Commerce Tools
1

Hi all! Looking for best-practice guidance or real-world workarounds.

We use HubSpot quotes for client-facing subscription pricing, and line items are already in use for our products. We also need clients to see a store-level breakdown with quantities on the quote.

Key constraints:

  • Store lists and quantities vary by deal/client
  • AEs and CSMs must manage this themselves (no ops-only or dev-per-deal process)
  • Store + quantity must be visible to the client
  • We can’t use line items for stores
  • Multi-select properties don’t work because quantities are required
  • We want to avoid manual exports or free-text fields if possible

Has anyone successfully handled dynamic store + quantity tables on HubSpot quotes under these constraints?

Open to:

  • Custom quote templates
  • Property-based approaches
  • Attachments or external doc tools (if that’s the reality)

Main goal is keeping quotes clean for clients while letting reps self-serve.

Thanks in advance!

2

Hey @SRussell_FA - thanks for posting in the Community!
This is a really interesting use case that I’d like to tag in some Community experts on. @Bryantworks, @ChrisoKlepke, and @HubDoPete - any thoughts on best practices here?
Shane, Senior Community Moderator

3

Hi @SRussell_FA, our app DocuGen can build that store-by-store quantity table in your own Word template, as a client-facing schedule that goes out alongside your HubSpot quote.

Your products stay as line items on the deal for the quote. Reps add each store and its quantity to an order, and DocuGen fills one row per store, with as many columns as you like. It then saves the PDF to the order’s attachments. Users are unlimited and everyone signs in with their HubSpot login, so every AE and CSM can generate it themselves.

Have a look at our marketplace listing.