Help Create a Custom-Coded Quote Template

Hi guys,
I need to create a custom-coded quote template for our HubSpot portal. Our team currently uses QuickBooks for quoting and invoicing, but would like to migrate this to HubSpot. We have a sample quote created in QuickBooks that I can share with anyone who can assist us with this.
Best regards.

Hi @BukunmiOdetayo and Happy Friday! :tada:
Great question, thanks for asking the HubSpot Community!
I understand that you’d like to migrate/import a Quickbooks custom-coded quote template into HubSpot. Please let me know if that’s not the case.
I’d like to share these resources to start with, they might be of interest to you:
- Create and use customized quote templates
- Custom quote templates
- Build a custom coded template
Also, I’d love to put you in touch with our Experts in custom-coded quotes: Hi @Jake_Lett, @HubDoPete and @Josh do you have suggestions to help @BukunmiOdetayo, please?
Have a wonderful weekend and thanks so much in advance for your help!
Bérangère

I would be open to look at your existing QuickBooks quote template to see if it is feasible to rebuild in HubSpot. I have helped other companies do the same but it really depends on your requirements. Here are some examples of custom HubSpot quote templates I have built.