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Custom Quote Template Beta

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velliott on March 16, 2022
Customized Quote Templates Now Live!
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
Reply Discussion
5 upvotes
1 Reply
BJones52
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
Collection of posts outside of this group
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
Reply Discussion FAQ
3 upvotes
1 Reply
Marine
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
What do you think of the custom quotes functionality right now?
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
Reply Discussion Feedback
1 upvote
64 Replies
cbugenhagen
Participant
April 21, 2022 08:24
Hi Jon, I would love to see the ability to add documents to the quote feature, or have the ability to upload and send contracts for electronic signa...read more
ethankopit on February 28, 2021
Providing feedback on new template design
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
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5 upvotes
12 Replies
RSmola
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
[Public Beta] Create and Update now supported in our Quotes API
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
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1 upvote
0 Reply
BootstrapC on April 14, 2022
How to preview a custom template using real deal data
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
Reply Discussion Quotes
1 upvote
2 Replies
BootstrapC
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
Quote Totals Vs ARR Vs TCC
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
Reply Discussion quote
2 upvotes
4 Replies
courtney_hickey
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
Customized Quote Templates Now Live!
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
Reply Discussion
5 upvotes
1 Reply
BJones52
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
Containing operator not working?
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
Reply Discussion Hubl
1 upvote
0 Reply
fatihpinarbasi on March 06, 2022
Landscape mode in Custom Quote
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?
Reply Discussion custom quote
1 upvote
1 Reply
BootstrapC
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
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Area to share feedback on the beta custom quote template functionality, share knowledge, and ask questions. We will not be adding new accounts to the beta based on being in this group community group.

open Group Created on Feb 2, 2021
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