Custom Quote Template Beta

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velliott on March 16, 2022
Hi folks, I’m so excited to announce that our Customized Quote Template feature is out of beta and live in all Sales Hub Pro and Enterprise portals. Thank you all for contributing feedback and ideas that helped make this launch a reality. We stil read more
5 upvotes
1 Reply
Member
May 05, 2022 09:06
Do you have a way to allow customers to make choices in the quote function at the signature page? I am offering 3 different products...can they make...read more
jmclaren on February 10, 2021
Hey everyone, We know a lot of you asked questions elsewhere. There are likely questions someone else has asked already that you want to know the answers to. To make it easier for everyone to knowledge share we’ve collected them here to make it ea read more
3 upvotes
1 Reply
Participant
February 18, 2021 07:07
Hello! I submitted an idea in the idea forum that is related to quotes. Here's the post: https://community.hubspot.com/t5/HubSpot-Ideas/Send-quo...read more
Solved
jmclaren on February 10, 2021
Hey all, As we work on iterating and improving this functionality we want to make sure we're solving for your needs. We want to hear your feedback. Was there anything you expected to be able to do with custom quote templates that you couldn't read more
1 upvote
64 Replies
Accepted Solution
Participant
February 18, 2021 23:28
Hi If I'm understanding you correctly. this is already possible. For example. {{ DEAL.dealname }} will pull in the Name given to the deal. Yo...read more
ethankopit on February 28, 2021
Hey folks - our team is approaching a new phase in our beta. We believe that it's in the best interest for everyone to transition from creating templates that are pure HTML/CSS/JS, to templates that based on HubSpot CMS modules . By building templa read more
5 upvotes
12 Replies
Participant
October 01, 2021 10:15
Can I get into the custom quotes template Beta? Or do you have a realese date on this update?
velliott on May 18, 2022
Hi all, I'm excited to share our CRM Quote API now supports create and update fucntionality. Our documentation has been updated to reflect this. More details below. Cheers! Developers can now use HubSpot’s CRM API to create and update q read more
1 upvote
0 Reply
BootstrapC on April 14, 2022
When creating a custom template the only way I see to test out the design is by creating a quote and then referencing the small iframe preview. Once you publish the deal the styles and code are backed and any changes to the code are not reflected on read more
1 upvote
2 Replies
Top Contributor | Partner
April 21, 2022 05:29
Thanks dmytro but that is what I am trying to get around. After each change you have to recall and edit and go through the prompts. It gets repetitiv...read more
eliot_martin on April 12, 2022
I am struggling with conflicts between what is shown on a quote and the ARR/TCC values populated on the deal. Here is the scenario... I have a service that I want to sell as 3-year subscription, billed on each year so have created the following read more
2 upvotes
4 Replies
Contributor
May 18, 2022 11:40
Hello, yes I added TCV as a personalization token into the comments section of the quote but there are a couple drawbacks: 1 it is visually unpleasan...read more
velliott on March 16, 2022
Hi folks, I’m so excited to announce that our Customized Quote Template feature is out of beta and live in all Sales Hub Pro and Enterprise portals. Thank you all for contributing feedback and ideas that helped make this launch a reality. We stil read more
5 upvotes
1 Reply
Member
May 05, 2022 09:06
Do you have a way to allow customers to make choices in the quote function at the signature page? I am offering 3 different products...can they make...read more
Bob2245 on March 07, 2022
So, I'm creating a custom quote template where the sales rep can decide whether they want to display certain price specifications on the quote or not. So my deal object has a bunch of pricing properties and a multi-select property where the rep can read more
1 upvote
0 Reply
fatihpinarbasi on March 06, 2022
Hello there. We're so new to this beta feature and we need help 🙂 Do you think it is possible to make the custom quote in landscape mode; both the quote itself and downloadable pdf, too?
1 upvote
1 Reply
Top Contributor | Partner
May 12, 2022 03:00
Have you tried adjusting the print CSS styles with something like this? I haven't tried this in an actual HubSpot quote but something like this shoul...read more
AMishra3 on February 08, 2022
Hello All, I am working in a custom quote template where I have two companies, one is the Primary Company which I can easily show in template. I have second company as well in Deals, which is labelled as 'End User'. My requirement is that I can read more
2 upvotes
1 Reply
Top Contributor | Platinum Partner
March 07, 2022 18:43
I have the same requirement. We would use it when there is a partner on the deal.
JLRieu on February 07, 2022
I feel the following need to be added to the template editor/creator: Auto suppress address2 if blank/Null Add the ability to add a "Ship To" address module based on a custom object or custom properties on Company Record Ability to insert Con read more
1 upvote
0 Reply
mrspabs on February 03, 2022
Is it possible to create additional template variables that the user needs to fill in when creating the quote? Ideally, the user would see the additional variables on the first screen on the quote details screen. Specifically, we want the sales read more
1 upvote
0 Reply
mrspabs on February 03, 2022
Hello, is it possible for the line items table to include custom product properties?
2 upvotes
5 Replies
Top Contributor | Partner
April 26, 2022 01:41
Hi Bob. Thank you for sharing this list to follow. Very helpful. One gotcha I found is step 2 field has a max item limit so if you need more properti...read more
BSchiermeyer on January 31, 2022
Hello, I am having a little bit of an issue with fetching the cms-quote-theme using the HubSpot CLI and I am not sure where to go from here. I am signed up for the Beta and have access to the CMS Quotes Theme through the designer, but I receive an read more
1 upvote
1 Reply
Member
February 07, 2022 07:31
I spoke with support and they suggested that post in the community since it was still in Beta, which I have done here already. Does anyone have an i...read more
BWaldman on January 27, 2022
We sell on BPS which looks very weird in the quote since it doesnt support many decimal places. Is it possible to hide the Unit Price in the quote?
1 upvote
1 Reply
HubSpot Moderator
January 31, 2022 11:29
Hi @BWaldman , Thank you for reaching out to us! At this time there is no way to hide the Unit Price within a quote template. I would rec...read more
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