Developer for CMS quote templates (??) Feedback wanted

Hello,

We are currently on the legacy commerce hub and migrating to the new version next year.

We want to look at HubSpot for our quoting/proposal process. For anyone that recently starting building our proposals in HubSpot, can you share with me your experience and how difficult it is? I was looking at the knowledge base about quote customizations using no code and then what is part of the customization that would require a developer.

Has anyone had any luck with a HubSpot developer for these types of projects? Is it worth the cost or is this something that can truly be done in house?

Thank you!

Hey @LNitti - thanks so much for posting in the Community! It’s a great place to get this type of context.
To better find some insight, I’d like to tag in a few Community experts to help get the conversation started. @ChrisoKlepke, @louischausse, and @ScottPennwood - any thoughts here?
Shane, Senior Community Moderator

Hey @LNitti, love this question.

I’m knee-deep in HubSpot quotes right now for my clients too.

Super easy for starters: No-code gets you branded proposals, line items, even e-signs in under a day. KB nailed it: custom props, templates, all drag-drop. Only dev stuff for fancy logic like dynamic bundles or API pulls.

Tried in-house first (we’re a small team), nailed 80%. Then splurged on a dev via the HubSpot Partners directory, $1k well spent for polish. Totally worth it if you’re quoting 10+/mo, but DIY if testing waters.

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