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
3 Replies
Top Contributor | Platinum Partner
May 30, 2023 18:16
I have some queries after copying a Quote and trying to make some amendments to it. Are you able to help? Many thanks, Vanessa
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
1 Reply
February 18, 2021 10:07
Hello! I submitted an idea in the idea forum that is related to quotes. Here's the post: more
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
72 Replies
Accepted Solution
February 19, 2021 02:28
Hi If I'm understanding you correctly. this is already possible. For example. {{ DEAL.dealname }} will pull in the Name given to the deal. 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
12 Replies
October 01, 2021 13:15
Can I get into the custom quotes template Beta? Or do you have a realese date on this update?
JBrake on January 13, 2022
Has anyone used Adobe Sign as their e-signature app of choice? I was hoping to get some insight to how it works but documentation is scarce. There is a app called Appy Pie that claims to intergate HubSpot and Adobe Sign, but cannot determine if it w read more
January 21, 2022 09:59
I am also interested in learning more about ways to sync Adobe Sign information into Hubspot.
aparley on November 24, 2021
Hello I hope someone can please help. I'm using a token which as per below - which is a property which comes from a date picker: However when I generate a quote the date looks like this (Which I believe is in UNIX timestamp format). read more
1 upvote
0 Reply
JBrake on November 21, 2021
It would be great if I could load data from the CRM that is not directly related to the quote data. E.g. I've a client which would like the billing contact details added to a quote, this person beign a contact of the sales persons company. read more
1 upvote
0 Reply
arlogilbert on November 09, 2021
We are using the custom quotes beta and very happy with it. Two requests after extensive use: 1) Please allow us to order the templates. Currently the templates show up in the order of "newest created to oldest" which is an odd ordering choice b read more
0 Reply
SR0 on October 07, 2021
I worked on a custom quote template, which displays data from custom objects (billing and shipping). I used the HubL function (crm_associations) to get the associated record from the deal. It used to work before during quote creation but suddenly read more
HubSpot Product Team
October 12, 2021 09:25
Thanks for making that clear @SR0
TNJ on July 01, 2021
Hi there, I'm trying to create a custom quote template, I've a Marketing Hub Pro license, but in the design tools I can't view the quote template. I followed this guide: read more
2 Replies
September 16, 2021 16:14
I am having the same issue. We are investigating if we can utilize HS to create custom quotes for our Commercial Proposal, but I am not able to view more
CSarzana on May 31, 2021
Hi everyone, I have a big problem with Comments and Terms boxes... I create a custom quote template, but when I create a quote and insert some text in comments and terms boxes, I always get the default content and not my own text (Lorem ipsum dolor read more
1 upvote
12 Replies
Participant | Diamond Partner
July 16, 2021 05:11
Thank you so much @NelsonS - I can now add the additional comments to buyer and additional purchase terms. Your help is really appreciated!
CSarzana on May 25, 2021
Hi everyone, I'm trying to find the way to translate the "billing frequency label" and the "comments" and "terms" labels. Can someone point me in the right direction? At the moment I see there is no possibility to translate quote while cre read more
1 upvote
6 Replies
HubSpot Employee
June 10, 2021 12:55
@CSarzana Thank you for replying. I understand. @joelgaudeul 's suggestion of getting the stored value and translating it that way would work. more
SR0 on May 07, 2021
Hi guys, I tried migrating to the new quote template (cms-quotes-theme). My template works just fine when creating/editing a template - in the Settings>Objects>Products & Quotes>Quote Templates. But when I use the template d read more
July 06, 2022 18:01
Also getting this. No idea why.
jessicad on May 04, 2021
Hello! I've been using the design manager to create a custom quote and I'm looking for a way to see a subtotal of "other fees" similarly to the way that the products and services has a one time subtotal and/or monthly and then you can see the en read more
1 upvote
1 Reply
Community Manager
May 11, 2021 00:37
@jmclaren and @ethankopit , is there anything you can share with @jessicad ?
JBrake on April 27, 2021
As far as I can tell, when creating a custom quote (and perhaps a stand quote too), you the quote will be produced as an A4 portait page (Web and PDF). Is there any way to: 1) Change from portait to landscape, and 2) Change the page size f read more
9 Replies
Contributor | Elite Partner
October 23, 2023 18:11
Hey there, no have not managed to solve this, but found a workaround with the client. Did you try jmclaren suggestions below? this would be my more
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