How can I add custom buttons and fields to quotes in HubSpot?

Revenue Hub Commerce Tools
1

I’m trying to create a template, but I’m really limited in how I can change the design.
There’s too much white space between sections, and I want to add additional buttons at the bottom of the quote so I know exactly what the customer wants.
For example: Accept, Need more time, Not proceeding, with a text box for them to tell me why they are not proceeding.

How can I do this?

2

typo… I WANT to ADD a text box for the customer to explain why they are not proceeding.

6

Hi @HelenCK,

What you’re trying to achieve is understandable from a sales process perspective, but there is an important product limitation here.

HubSpot Quotes are designed as static proposal documents, primarily for presenting pricing, capturing acceptance such as signature/payment depending on setup, and sharing terms. Due to this, the quote editor has limited layout customization and does not support adding interactive UI elements like the custom buttons or form fields inside a quote.

This means actions such as adding custom decision buttons e.g. Need more time, Not proceeding, capturing structured input e.g. a rejection reason text box within the quote and modifying spacing/layout beyond template controls, are not supported within the Quotes tool.

Here’s an approach I’d recommend.
If you need to capture those responses, the typical approach is to:

  • Keep the quote as the static proposal document.
  • Add links or CTAs from the quote that redirect to a HubSpot Form or landing page.
  • Use that form to capture:
    • decision (accept/delay/decline).
    • optional reason text.
      Then use workflows to update the deal stage or properties based on the submission.

For a full breakdown of what can and cannot be customized within HubSpot Quotes including acceptance behavior and template constraints, this is the official reference point:

11

Hi @HelenCK - You can try using source code to add custom html/css/js int the code to manage the buttons, styling and theme. Also, try using insert CTA. I have attached screenshots (these screens appear after you click customise template). Feel free to share any questions.

image
image472×560 22 KB

image
image472×560 19.9 KB

Moderator note: While this solution may not address the original poster’s specific situation, it could be helpful for other community members facing similar challenges.