I am trying to get my sales team into HubSpot for quoting. Unfortuantley, we need features on our quote that does not seem avialable in hubspot. For example, things like ship date, stage date, rental end date and more.
Is it possible to hire someone to code new tempaltes in hubspot. I would think we would need to update and create new properties, but it looks like there is a limit in on the amount of properties we can add to a quote? Does anyone have any feedback or suggestions?
Thank you for any direction,
Hey @CHaniger
if you are looking to develop your own quote template we can help you.
this will give you the flexibility to add the information you need in the quote.
You can schedule a quick call with Martín here.
Hi @CHaniger,
Are these quotes linked to deals?
If yes, you can easily insert (custom) deal properties (ship date, stage date, end date) in your HubSpot quote templates: Set up legacy quotes
It doesn’t seem possible to create custom quote properties to capture the properties you listed.
I logged an idea for this in the community: https://community.hubspot.com/t5/HubSpot-Ideas/Create-custom-properties-for-quotes/idi-p/922116#M168735
Hope this helps!
Best regards,
Jonas De Mets
HubSpot Revenue Operations & Co-Founder @ Koalify
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