HubSpot Ideas

FannyLotzer

Add the possibility to create header and footer for quotes and other documents downloaded from Hubsp

It could be great to have to possibility to create easily a header and a footer that would appear automatically on quotes created in Hubspot. 

For now we have to develop a header for quotes and it is not possible to add a footer that appear on all pages if we want to upload in PDF and print the quotes. 

5 Replies
sn0b4ll
Participant

I would like to +1 this for quotes, but I think it's also really important for invoices.

 

In many countries there are requirements to add certrain country-specific information (like HBR-Number, juristication etc. in Germany).

 

It would be great if we could get a customizable footer, where we can add such specific information.

I already know the workaround via the comment field or adding a number to the company, but tbh. these invoices look unprofessional.

DCoe4
Participant

+1 this 2 years after original post!

 

The ability to customise quotes/proposals/invoices how we want would be amazing. Saves integrating PandaDoc or similar and allows branding to be on point throughout.

AlexBril
Contributor | Diamond Partner

Yes this! Should also include header and footer option to show on generated PDFs in which a standard text AND an automatically generated page number. And having more customization options to add breaks in the PDFs as well

Anton
Thought Leader | Partner

It's actually possible by customizing the template. 
I've described the process in this post

 

Modifying the PDF output (like page breaks) is also possible with some diving into the 

@media print{}

media-query.

 

 

sn0b4ll
Participant

Can confirm that editing the HTML and CSS works, even though the solution will not be of many of the users of hubspot 😉 I would still wish for an UI-Possiblity to add an footer, without "coding" (yes yes I know..) involved.