# Quote Templates (including line items)

**URL:** <https://community.hubspot.com/t/quote-templates-including-line-items/51661>\
**Category:** HubSpot Ideas\
**Tags:** products-line-items\
**Created:** [February 16, 2022, 4:03pm UTC](https://community.hubspot.com/t/quote-templates-including-line-items/51661 "2022-02-16T16:03:00Z")\
**Posts on this page:** 20\
**Page:** 1

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**Author:** ![mandou13](https://avatars.discourse-cdn.com/v4/letter/m/f19dbf/32.png) [@mandou13](https://community.hubspot.com/u/mandou13)\
**Post date:** [February 16, 2022, 4:03pm UTC](https://community.hubspot.com/t/quote-templates-including-line-items/51661/1 "2022-02-16T16:03:00Z")

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Hello,

What do you think about adding the option to **create “quote templates” that include line items**.

**Case study** I have different brands, and different equipment quotes per brand (with more than 30 items inside with different quantities etc).

I would like to be able to clone quote templates (that have specific items inside) and assign them to other deals (which is not possible now since I can ONLY clone a quote that is already attached to a deal) ..

Please tell me if this is not clear ! Thx

Thanks

Amandine

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**Author:** ![malv13](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/malv13/32/41549_2.png) [@malv13](https://community.hubspot.com/u/malv13)\
**Post date:** [March 9, 2022, 3:36pm UTC](https://community.hubspot.com/t/quote-templates-including-line-items/51661/2 "2022-03-09T15:36:34Z")

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+1

Totally agree with you, we would like to have canned quote templates with line items, terms, and discounts.

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**Author:** ![ljames1](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/ljames1/32/5125_2.png) [@ljames1](https://community.hubspot.com/u/ljames1)\
**Post date:** [April 14, 2022, 3:10pm UTC](https://community.hubspot.com/t/quote-templates-including-line-items/51661/3 "2022-04-14T15:10:32Z")

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Having the ability to create templates with built in line items is our on list of hopeful developments as well. It would really save time and help minimize rep error.

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**Author:** ![ModernHandymen](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/modernhandymen/32/102498_2.png) [@ModernHandymen](https://community.hubspot.com/u/ModernHandymen)\
**Post date:** [October 14, 2022, 11:07pm UTC](https://community.hubspot.com/t/quote-templates-including-line-items/51661/4 "2022-10-14T23:07:21Z")

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Agreed! This would be so helpful for our team. We have a variety of quotes that are the same products each time and it’s a pain manually adding them every time.

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**Author:** ![SteveA1](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/stevea1/32/75439_2.png) [@SteveA1](https://community.hubspot.com/u/SteveA1)\
**Post date:** [December 19, 2022, 6:30pm UTC](https://community.hubspot.com/t/quote-templates-including-line-items/51661/5 "2022-12-19T18:30:06Z")

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Completely agree. A major miss for this feature causing a lot of wasted time to regenerate the same quote over and over.

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**Author:** ![NAlbjerk](https://avatars.discourse-cdn.com/v4/letter/n/eada6e/32.png) [@NAlbjerk](https://community.hubspot.com/u/NAlbjerk)\
**Post date:** [March 7, 2023, 9:45am UTC](https://community.hubspot.com/t/quote-templates-including-line-items/51661/6 "2023-03-07T09:45:09Z")

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Upvote! Really needed!

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**Author:** ![LMAITRE](https://avatars.discourse-cdn.com/v4/letter/l/ce73a5/32.png) [@LMAITRE](https://community.hubspot.com/u/LMAITRE)\
**Post date:** [March 10, 2023, 11:23am UTC](https://community.hubspot.com/t/quote-templates-including-line-items/51661/7 "2023-03-10T11:23:05Z")

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Many competing software packages offer to generate pre-saved quotes. This saves time and avoids repetitive data entry.

Please propose a solution quickly

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**Author:** ![jcurcio](https://avatars.discourse-cdn.com/v4/letter/j/eb9ed0/32.png) [@jcurcio](https://community.hubspot.com/u/jcurcio)\
**Post date:** [April 5, 2023, 4:11pm UTC](https://community.hubspot.com/t/quote-templates-including-line-items/51661/8 "2023-04-05T16:11:22Z")

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Agree, this is a basic feature that exists with all other CRM platforms - I hope this gets implemented soon.

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**Author:** ![LRitchey](https://avatars.discourse-cdn.com/v4/letter/l/3ab097/32.png) [@LRitchey](https://community.hubspot.com/u/LRitchey)\
**Post date:** [July 26, 2023, 8:51pm UTC](https://community.hubspot.com/t/quote-templates-including-line-items/51661/9 "2023-07-26T20:51:39Z")

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UPVOTE! Having quote templates we create that prefill line items for our products would be fantastic - we have new products that require ten+ line items per quote, and partner programs that offer discounted line items per quote, so having pre-made quote templates with line items would save SO much time and minimize the possibility of input errors along the way. Definintely following this thread and hopeful the product team creates this!

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**Author:** ![RFreiberg](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/rfreiberg/32/97852_2.png) [@RFreiberg](https://community.hubspot.com/u/RFreiberg)\
**Post date:** [October 18, 2023, 12:38pm UTC](https://community.hubspot.com/t/quote-templates-including-line-items/51661/10 "2023-10-18T12:38:58Z")

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It would definitely save our sales team a lot of time.

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**Author:** ![PPolakPPO](https://avatars.discourse-cdn.com/v4/letter/p/7cd45c/32.png) [@PPolakPPO](https://community.hubspot.com/u/PPolakPPO)\
**Post date:** [December 6, 2023, 9:51am UTC](https://community.hubspot.com/t/quote-templates-including-line-items/51661/11 "2023-12-06T09:51:32Z")

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Would also urgently need that. this is really competitive disadvantage of the hubspot offer section in comparison to other tools!

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**Author:** ![HBevan](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/hbevan/32/78618_2.png) [@HBevan](https://community.hubspot.com/u/HBevan)\
**Post date:** [January 12, 2024, 11:08am UTC](https://community.hubspot.com/t/quote-templates-including-line-items/51661/12 "2024-01-12T11:08:11Z")

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Reaching out with a possible solution here - our app [LinePilot](https://www.linepilot.co/)

LinePilot doesn’t create quote templates but it does use **templates of line items to add to your deals**. That way, when you create the quote, the line items are right there. You can have multiple templates of products for different types of deal AND you can customise the line items based on deal properties.

Hope that’s helpful!

Harry

Founder, Weave + Blend

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**Author:** ![MMadsen127](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/mmadsen127/32/192272_2.png) [@MMadsen127](https://community.hubspot.com/u/MMadsen127)\
**Post date:** [March 11, 2024, 10:11pm UTC](https://community.hubspot.com/t/quote-templates-including-line-items/51661/13 "2024-03-11T22:11:22Z")

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Yes, we would love to be able to save quote templates as we are building a lot of the same line items each time.

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**Author:** ![DomLetourneau](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/domletourneau/32/11350_2.png) [@DomLetourneau](https://community.hubspot.com/u/DomLetourneau)\
**Post date:** [March 22, 2024, 8:14pm UTC](https://community.hubspot.com/t/quote-templates-including-line-items/51661/14 "2024-03-22T20:14:50Z")

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I was looking for an How-to but found this instead…  
Yep, we really need a template with preset line items or an way to bundle them and add them with one (or a couple) of clicks.  
Ideally with the ability to preset discounts too.  
I’ll keep exploring to find ways around that 🙂

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**Author:** ![ejmick](https://avatars.discourse-cdn.com/v4/letter/e/ecc23a/32.png) [@ejmick](https://community.hubspot.com/u/ejmick)\
**Post date:** [March 28, 2024, 8:59pm UTC](https://community.hubspot.com/t/quote-templates-including-line-items/51661/15 "2024-03-28T20:59:57Z")

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Yes please!!!

As the list of “products” grows, many of them can be very similar and having to choose individually each time opens the door for lots of quoting errors, i.e. quoting the wrong products. Multiply these errors by the number of users generating quotes.

I’d much rather have 50 different quote templates with products pre-selected than have 1,000 different products to search through multiple times on every single quote.

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**Author:** ![majero](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/majero/32/28319_2.png) [@majero](https://community.hubspot.com/u/majero)\
**Post date:** [August 11, 2024, 1:31pm UTC](https://community.hubspot.com/t/quote-templates-including-line-items/51661/16 "2024-08-11T13:31:04Z")

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Upvote for this idea. This is will be very helpful

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**Author:** ![BDeliman](https://avatars.discourse-cdn.com/v4/letter/b/3ab097/32.png) [@BDeliman](https://community.hubspot.com/u/BDeliman)\
**Post date:** [October 15, 2024, 8:39pm UTC](https://community.hubspot.com/t/quote-templates-including-line-items/51661/17 "2024-10-15T20:39:42Z")

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This is a very important idea and not a work around like “cloning”. This allows a growing sales team to be consistent and have continuity. My sales organization would like 4 - templates (with line items). HubSpot, please invest in this idea, it’s a real “satisfier”

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**Author:** ![VNguyen92](https://avatars.discourse-cdn.com/v4/letter/v/e480ec/32.png) [@VNguyen92](https://community.hubspot.com/u/VNguyen92)\
**Post date:** [November 4, 2024, 9:38pm UTC](https://community.hubspot.com/t/quote-templates-including-line-items/51661/18 "2024-11-04T21:38:52Z")

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This would be super helpful - especially since you can’t even clone a Quote to a different company or clone a Deal to a different company. C’mon @hubspot devs.

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**Author:** ![Tlangholm](https://avatars.discourse-cdn.com/v4/letter/t/f08c70/32.png) [@Tlangholm](https://community.hubspot.com/u/Tlangholm)\
**Post date:** [December 11, 2024, 10:17am UTC](https://community.hubspot.com/t/quote-templates-including-line-items/51661/19 "2024-12-11T10:17:39Z")

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Need this to optimize our workflow!  
We 9/10 times i have the same line items - depending on customer type (typically 5 different), but just need to differ amunts and pricing.

Also Bundle Line Items. So that if i ad a certain line item, those things that are always attached to that would automatically join in on the quote, instead of adding all SKU numbers manually each time.

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**Author:** ![Tlangholm](https://avatars.discourse-cdn.com/v4/letter/t/f08c70/32.png) [@Tlangholm](https://community.hubspot.com/u/Tlangholm)\
**Post date:** [December 11, 2024, 10:20am UTC](https://community.hubspot.com/t/quote-templates-including-line-items/51661/20 "2024-12-11T10:20:05Z")

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Need This!!

Also: Bundle Line Items - our products always come with a a hardware and monthly price.

[Next page](https://community.hubspot.com/t/quote-templates-including-line-items/51661.md?page=2)
