There are times when I need to add files to quotes in regards to installation guides and product details. Would be good to be able to attach files and insert product images into quotes.
You can actually fully customize quote templates now to include images and whatever CRM data you want, as well as links to files and anything else. Some of it may require help of a developer, but it's a lot more customizable now than it was when this thread was made. Surprised it wasn't put on delivered yet.
This feature is much needed. What is the status on this topic? For example, when can we include a .pdf "terms and conditions" attachment which is absolutely critical when sending out a quote/agreement? Right now we are unable to use HubSpot in our quote and contract work due to the lack of this feature. I'm thinking it should be a simple addon to add this feature similar to how it looks in your email tools?
Agree with this - the new custom quote editor is nice, but we need the ability for sales reps to add images to a quote too (not just allow admins to add static images to the template). Current workaround is to add images to the email you can send after a quote is published, but it would be great to be able to embed the images in the quote itself. I'd suggest allowing the "comments to buyer" rich text field to allow embedding of images.
We are new Hubspot users and being able to attached a document to a quote is so important. Our quotes are very technical, involving multiple line items, quantities, various hourly rates. There is no way we could recreate this in the existing HubSpot quote format. Would love to know if this is in the works.
