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
7 upvotes
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
3 upvotes
1 Reply
Participant
February 18, 2021 10:07
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
3 upvotes
72 Replies
Accepted Solution
Participant
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. 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 13:15
Can I get into the custom quotes template Beta? Or do you have a realese date on this update?
LWilkes on September 19, 2022
Hi all! I am creating a new quote template for my company in which I want to section the different types of products in different tables with their own subtotals. I am considering to base them on either the folder structure in my product library, o read more
1 upvote
2 Replies
Member | Platinum Partner
September 26, 2022 07:06
Thank you for your response. My intention is to base it on properties such as product type. We do mention the quantity of line items, but it does not...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
8 upvotes
8 Replies
Contributor
April 12, 2024 08:33
Another thing we are running into now that we have multiple products is that customers want to see a roll up of net unit price per user on ARR items ...read more
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