Multiple quote templates

Smart CRM & Sales Hub CRM
1

We have professional paid version of Hubspot. We have 12 different locations with 12 different address, How do you handle this when sending quotes, How can we fill in the headers each time so we don’t have this problem. They want us to sign up with CMS at an extra cost.

Any body hear have a work around

2

Hi @AManess,

Thank you for reaching out to the Community!

I wanted to tag a couple of subject matter experts to get their input here:

hi @HubDoPete, @himanshurauthan, @jfreeman, do you have any suggestions for @AManess?

Thank you!

Cheers
Mia, Community Team

3

Thank you @MiaSrebrnjak for counting me in.

So @AManess, as you told us that you have 12 different addresses so for this, you have to create a custom quote template in which you can use the address as dynamic in the template so you don’t need to insert the address manually.

I hope this helps.

Regards,

4

Sorry I am unsure how you could solve this in HubSpot Quotes.

We would normally add PandaDoc, based on solving other needs too