How to customize quote template

hansandreasson
Member

Hi, where in HubSpot do I find the function "Customize Quote Template"? I have some Terms and Conditions and more I want the inetire team to always have in all our quotes.

2 Replies 2
dmytro
Participant

Hello @hansandreasson 

In general, you can check basic information here https://developers.hubspot.com/docs/cms/building-blocks/templates/quotes

If you have access to Custom Quote Template Beta you can customize it in many ways. For example, you can make a child HTML template or build your own one. After you can use HS Settings -> Products & quotes -> Customized quote templates and customize everything that you want using your HTML template

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0 Upvotes
hansandreasson
Member

Still no access to  Custom Quote Template Beta (to my knowledge). Pending approval from HubSpot.

0 Upvotes