We’re currently using Google Docs with templates to build our quotes/proposals. We then attach a PDF and email the client. Works but isn’t ideal. Very happy that we have Products and Quotes in HubSpot but it is in need of a lot of work. It’s just too plain currently.
It would be very cool if HubSpot could have a document creator with boilerplate sections that could be added/built easily. Maybe the products/quotes could be hacked together to make this happen?
If we created products that were Cover Letter, Welcome Paragraph, Invoicing Schedule, Team, Testimonials, Etc. we could add them to the Quote. It wouldn’t be pretty and not used as intended…but…may work until we get an update to Quotes.