HubSpot Ideas

FanaticSales

Adding Files and Images to Quotes

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.

28 Comentarios
Bob2245
Colaborador líder | Partner nivel Platinum

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.

 

See this dev documentation: https://developers.hubspot.com/docs/cms/building-blocks/templates/quotes

LTaylor1
Miembro

Yes, this is a much need feature. for the nature of our business we need to add our terms in full rather than a link. Please bring this feature!

SVerhoeven
Miembro

Would be great if quotes could be built as creating a landing page. 

Now we have to create x templates just to have different options. This is not user friendly. 

 

I hope this feature will be available in the near future. 

HJansson4
Miembro

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?

dkarrasKSI
Miembro

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.

TFerraro
Participante

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.

RChioca
Miembro

Também sinto a necessidade de incluir imagens nas propostas, para mostrar os detalhes dos produtos e layouts

BRose8
Miembro

@dnelson - The link you provided is for customizing quote templates. That's helpful, but we also need to be able to customize the actual quote. Our clients often need references, portfolio items, documentation in the appendix. And this all may vary deal to deal. To have to create a new template every time rather than just being able to upload pdf content or even an editor within the quote is essential. We just spend a lot of money on this solution with hubspot, and this is a huge issue. So much of hubspot is about automation and efficiency, but this is incredibly inefficient. May you please update us as to the status of this?