Creating line items within a Quote Template

[RebekahConti]

I have a sales hub professional seat, and I am trying to customize a Quote Template and add specific line items necessary in my quote. I can't seem to figure out a way to do this in the customization area. I need upwards of 15 different line items, so adding each individual line item every time is not intuitive or efficient. Any advice?

[Markestac · Accepted solution]

Hello @RebekahConti,

To address this challenge, the following workaround is suggested. You can create a draft quote that includes your desired 15 line items. Each time you need to generate a new quote, simply clone this draft. This approach will help streamline the process and save you both time and effort.

[matthew-aire · Accepted solution]

Hi @RebekahConti it might also be worth checking out the marketplace app LinePilot build by @HBevan 🙂

Matt Aire HubSpot Freelancer | Founder @ pocketpros Let's chat HubSpot - book a meeting

👌 If my reply was useful and helped answer your question, please mark it as a solution to help the community!

[HBevan · Accepted solution]

Thanks for the shout out @matthew-aire!

@RebekahConti  this sounds like the kind of thing LinePilot was designed for - in fact we even have a walkthrough video all about creating templates for quotes - check it out here and let me know if you have any questions!

[matthew-aire · Accepted solution]

Hi @RebekahConti it might also be worth checking out the marketplace app LinePilot build by @HBevan 🙂

Matt Aire HubSpot Freelancer | Founder @ pocketpros Let's chat HubSpot - book a meeting

👌 If my reply was useful and helped answer your question, please mark it as a solution to help the community!

[Markestac · Accepted solution]

Hello @RebekahConti,

To address this challenge, the following workaround is suggested. You can create a draft quote that includes your desired 15 line items. Each time you need to generate a new quote, simply clone this draft. This approach will help streamline the process and save you both time and effort.

[AShaffer]

This is a great solution for this issue! (Temporary solution that is, but a great one!)