Hello, I know this is an exhausted subject but I just can’t seem to find relevant information.
I simply want to be able to design my quotes from ground up. The current Quote Customizer is just to simple - I can’t even change the order of blocks in it.
Am I missing something?
Why isn’t there a drag & drop designer for quote templates? There are so many great examples of this out there: PandaDocs, GetAccept, Better Proposals etc. It seems very odd that HubSpot would lag behind on such a vital feature.
Do I really need the CMS Designer to make custom quote designs? I really can’t afford the time to learn coding.
Thanks for any help!
Hi @KJonsson
Thank you for reaching out
You can customize quotes templates by following those steps. You can for example reorder the line itmes on the quote, but also choose not to display totals, subtotals, fees… You can also make changes to the images, text, and headings included in the quote template.
For anything with more customization, you’ll need Marketing Hub Professional or Enterprise or CMS Hub Starter, Professional or Enterprise so you can use the design manager to create templates from scratch or make edits to the coded template. It is recommended to work with a designer on your team or someone who is proficient in HTML, CSS, and JavaScript to make edits. For additional resources, refer to the HubSpot’s developer documentation on CMS quotes themes.
Hope that helps.
Have a lovely day,
Tiphaine.