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RebekahConti
Membre

Creating line items within a Quote Template

Résolue

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?

1 Solution acceptée
matthew-aire
Solution
Contributeur

Creating line items within a Quote Template

Résolue

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

 

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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!

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HBevan
Participant

Creating line items within a Quote Template

Résolue

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
Solution
Contributeur

Creating line items within a Quote Template

Résolue

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

 

LinkedIn Profile Photo (1).png

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!

0 Votes
Markestac
Membre | Partenaire solutions Gold
Membre | Partenaire solutions Gold

Creating line items within a Quote Template

Résolue

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.