Agree, customizing the template is a must and could be solved in the email builder.
this is so fundamental. how can you think 1 quote tool will work for allllll of your customers. i was sold on the use of the quoting features and now that I get in here, i’m not sure it is what i need/want. total bummer. this is 101 stuff…cmon.
Really think that any template should have more customisation and in the case of quotes absolutely necessary.
Yes, a much appreciated feature would this be.
Hi, As part of optimizing sales, the quote section is very important for us. It does miss basic functionality like being able to create own templates to include details needed like Terms & Conditions, +++. Should also be possible to attach from “documents” Today the quote option does not work for us at all. I hope the Hubspot team take this on board and make available customisable quote templates.
Que se pueda personalizar las plantillas de cotizaciones sería una importantisima solución para nuestra empresa, ya que pasa que los vendedores prefieren enviar cotizaciones más personalizadas y estas las realizan fuera de Hubspot. Ya que consideran las plantillas actuales son muy básicas.
La concecuencia de todo esto es que los vendedores pierden el hábito de utilzar Hubspot CRM en el total proceso de venta y esto nos perjudica como equipo para la transparencia y medios de información en el mismo ecosistema de ventas.
Ojalá se puedan personalizar las cotizaciones lo antes posible, sería un gran aporte !
Saludos
Yes, customized quote templates and product property customization.
Agreed. Needs more customization
agreed
This is a really important missing feature. It’s very important to being able to customize quotes.
agree
This is a key must have feature.
Another hugely important aspect would be adding a retail total line.
There is a discount line and total line but no retail total to complete the math for BLUF (Bottom Line Up Front) review.
We really need to be able to customize the quote template
Yes I can’t wait until this is lice
Would like to edit Company properties showing on qoute,
In sweden we need organisation number to make it legal.
Also a bottom line that can be eddited with invocie numbers, paragrafs etc
If we could build our own like a landing page it would be great.
Yes it would be great to have more customisation options available for Quotes as well as Tokens.
We have a customer who is B2C and use “House Address” as the “Company” of their customers (it fits the business services well) and therefore in the quoting tool the “Street address” comes up too many times (Company name and Street Address). Right now we can’t remove “Street Address” from the template. We can click on the Contact/Company link on this page to edit the information that shows up and remove the extra street address so it looks cleaner, but then that saves the company also.
The other tool that would be useful is the option to hide columns within the quote from customer view. For example they might calculate that it takes 40hr to complete a stage of the project, but they only want to show the total to the customer not the 40 x hourly rate. They could manually calculate it, but it is quite useful to track and report back (ie we estimated 40hours but it took X).
Making the quote template customizable would be very beneficial in ensuring that all signed quotes are legally binding. We have our terms of service on our website and being able to have a fixed section on all agreements that states that the customer agrees to be bound by the terms of service would go a long way to ensuring all agreements are good.
Example
Purchase Terms
{{ Current Purchase Terms section for user enterable information }}
{{ Company.Name}} agrees to be bound by the terms and conditions outlined at {{ Purchase Terms section configurable under ADMIN > SALES > PRODUCTS & QUOTES > QUOTES > ToS }}
Example Completed
Purchase Terms
This is a one-time agreement for non-subscription based services.
Company XYZ agrees to be bound by the terms and conditions outlined at
Hi,
We need to create our own quote template and save it. It would be fine to have an editor and save some elements (Tax, notes, payment informations…)
My sales team need to save time and change only few informations (product and contact).
Many thanks !
We DEFINITELY need a more customized quote template for our sales team…Come on Hubspot!