I found a fundamental feature missing from the quotes feature.
We need the ability for the customer who is signing, to confirm some basic information that will be updated in hubspot and subsequently in Stripe. Such as Company name, delivery address, etc…
The existing quote template is a good start, but we also need the ability to edit the static content to truly make these quotes fit our business.
Agree to all above, would additionally like to change the quote expiration page according to our CI.
We would love to be able to edit the fields on quotes. We want to include address and a few additional other items.
We also would love to have an editor for the proposal template!
To have the possibility to integrate / add information regarding customer etc. would be great
Definitely need to have template choices and to eliminate wasted space. I see this idea has been up for one year. I’m not hopeful.
I was at a HUG meeting where a Hubspoter was presenting. I mentioned this to her after the presentation and she said HubSpot does have plans to push resources towards the quoting/ products futures in Sales Hub. I know we are all looking for the coveted status change to ‘In Development’. We just need to keep upvoting so they see it is a priority for many users.
BTW, I think this idea may be of interest to some on this thread too. Custom fields to Products
Please… the quotes are bulky.
We have different levels of pricing for various reasons (international, direct and distributor pricing). Is there a way to customize fields in HubSpot to reflect discounts in quotes?
I have noticed there zero flexibility in formatting the appearance of the quote. Any suggestions? I did check sites like https://www.paycove.io/. I don’t want to spend more money.
I have reviewed several of the integration options for customized quotes. We just need a simpler, easy quote. Hoping you might can give some suggestions. Thanks so much!!!
Pretty please! The quotes are bulky, unorganized and a hot mess.
Two areas I would like to see improvement. First of all, We have different levels of pricing for various reasons (international, direct and distributor pricing). Is there a way to customize fields in HubSpot to reflect discounts in quotes? A simple drop down without have to list three different pricing for every single product.
Secondly, I have noticed there zero flexibility in formatting the appearance of the quote. I did check sites like Paycove and Qwilr. I don’t want to spend more money when our company is already paying lots of money with HubSpot.
We just need a simpler, easy quote that looks professional. Thanks so much!!!
Hi all! I know this doesn’t solve all of the requests here, but I wanted to let those of you intereseted in a more formal/simplistic template know that we’ve just released one that can be chosen as the first step when creating a quote! The new template is called “Basic” and the old one is “Original”. This is the first step for us to make Quotes even better for you in the long run. Thanks as always for the feedback!
This quote looks MUCH better… THANK YOU!!!
Wish list
Bulky title does not look all that great.
Only one total is needed. The top total is not necessary, imo.
The right column with logo on the left where the logo is on the top left.
The ability to add a few lines between the heading and quote.
Ya’ll rock!!!
A couple other things about the new template:
RE: New Basic Quote Template
Thank you Hubspot for making a start on the templates.
However, we urgently require the professional templates that we have all talked about in this feed.
Our sales and marketing work hard to get the customer to the point of receiving the invoice/quote. Our customer journey (funnel) is all about enticing them to think different and enjoy our products, and as the invoice/quote is right at the end of the funnel, it really needs to continue the same experience.
If Hubspot could provide a timeline when we will see a new professional template, that would be helpful.
Cheers
I’d also like to have this feature and have spoken to my CSM about it.
I’m not looking for anything too hardcore, as I understand that too much complexity can be a bad thing from a product perspective, but simply being able to configure different colors for different sections of the quote would be a great start.
It would also be great to be able to attach another document, such as a statement of work to the bottom of the quote.
Hi team,
As mentioned before, it would be great to include the product description in your basic template!
We really need this. The new template is an improvement, but says invoice, not quote. It seems daft that we don’t have the opportunity to create our own template. Hurry up Hubspot - we’re desperate.
Would really like to be able to create/add our own quote template
We would also like to an option to both tweak the existing templates and insert a bespoke quote template. The 2 existing options are invoices and not quotes.
Yes definitely needed