How to Group Products by Category in a HubSpot Quote?

[akshatcodes]

I have a product object in HubSpot with a custom field called "Product Category" which can have values like:

Category A Category B Category C When generating a quote, I would like to group all products by their category. Ideally, the quote should be structured so that products under each category are grouped together, with subtotals for each category and a grand total at the end.

For example, the quote should look something like shown in the image.(https://i.sstatic.net/EDm5wKlZ.png)

So Is there a way to achieve this grouping in HubSpot, either through customization or custom code or by using any existing features?

I explored the HubSpot quote templates to see if there was an option to group products by category, but I couldn't find a built-in feature to do so. I also tried creating custom line items and sections manually within the quote editor, but this approach doesn’t automate the process, making it impractical for larger quotes. I checked the available customization options, but I’m not sure how to proceed with grouping items by the "Product Category" custom field in a way that reflects the structure I need.

[KhushbooRevOps · Accepted solution]

Hi @akshatcodes,

I think you need to use custom code since HubSpot doesn't offer a built-in feature for this specific need.

This is what you can do -

1. Use CMS tools to create a custom quote template that groups products by product category with subtotals and a grand total.

2. Next, manually group products in the quote editor using custom line items.

3. You can also consider hiring a developer to create a custom template if needed.

I hope this helps, if you need further assistance, let's talk!