I have a sales hub professional seat, and I am trying to customize a Quote Template and add specific line items necessary in …

Hello @RebekahConti , To address this challenge, the following workaround is suggested. You can create a draft quote that inc…

Hi @RebekahConti it might also be worth checking out the marketplace app LinePilot build by @HBevan :slightly_smiling_face: …

Thanks for the shout out @matthew-aire ! @RebekahConti this sounds like the kind of thing LinePilot was designed for - in fac…

Hi, With this idea - where is the quote saved? My knowledge is that we have to create a quote while in a deal, then that quo…

Hi @HHarthern , Happy Monday! Based on the accepted solution above, you could create an “template” deal that you use solely …

Yes - I did think this but then wouldn’t the total value of that Quote be classed as predicted revenue in our Quotes section? …

Hi @HHarthern , Could you provide a screenshot of the specific area in the Quotes section that you are referring to? -Cassie …

Hi @RebekahConti - it’s nice to meet you! We have an app for HubSpot called Portant. It will give you more control over the …

Creating line items within a Quote Template

AShaffer March 3, 2025, 5:37pm 3

This is a great solution for this issue! (Temporary solution that is, but a great one!)

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