Customize Quote template/appearance

CCIlumia

Hi!

Could be awesome if we can configurate the proposal / quote template.

Thanks

323 Replies
robert1
Contributor

We noticed Template 2 - Basic (our preference) does not show the product descriptions. Any reason it was implemented this way? Can you please change it in order to display them? Seems like a v easy fix.

MaciejSzadkows
Member

GUYS not sure you noticed - no one from @hubspot team replies to this topic.

It's one of the projects in planning status.

https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas/tab/most-kudoed/status-key/invest...

Please use UPVOTE button or start raising ticketes via hubspot, maybe that will force them to do ANYTHING.

bradytraeder
Contributor

https://community.hubspot.com/t5/HubSpot-Ideas/Create-and-print-postal-labels-in-HubSpot/idi-p/3219

 

Hey Everyone, if you could click the link above and upvote it, would be very much appreciated. Maybe you would benefit from this feature as well to print postal labels. 

bm_online
Member

Yes please. Working in the Oil industry our client's expect in depth quotes/proposals that unfortunately we cannot provide with Hubspot's standard templates. Being able to modify , or start with a blank template would be ideal for our needs.

EmilyNN10
Member

Our 'Names' are the same as our 'Descriptions' but within the names we can easily detail to search on a client’s specific pricing without this being visible. Only problem now is that this 'Name' is visible on the quote for the client to see. Perhaps an admin level method to select what is pulled through on to the quotes? 

 

We just want the description field but need to be able to search on the name field to select a product. 

MattiT
Participant

We are looking to move from NiftyQuoter to HubSpot as there is no integration between the two. However, the HubSpot quotation is totally inadequate to deliver professional quotation and is not acceptable as it is now. It is a shame that one of the most important aspects of sales is not properly handled by HubSpot! The user(s) should be able to design and modify their quotations to match their needs whilst keeping a good layout for print, PDF or electronic delivery. Get it done ASAP!

skanary
Member | Diamond Partner

The ability to create/edit templates, as we do have with webpage templates would be ideal. That way we can drop in the modules and use CSS to stylize the template look and feel.

Jim-HM
Participant

It would be great if in the product folders another layer of folders can be added. In our case we have products with options on that product. It makes sorting so much easier!

LedgySpacey
Member

Create reusable quote templates, such you don't have to manually insert every time all the detaisl again. 

CSchwaitzberg
Member

Could the section of the quote for "Other Fees" separate out into "Other Fees" and "Discounts" instead of listing discounts in the Other Fees section? I know it seems like it should be obvious that it's just a weirdly labeled discount when you see a negative value for the "fee", but it would be nice.

valigara
Member

Really need 

- being able to customise the template (add details as TOU, payment options)

- allow client to add more details when he signs

to make quotes useful. 

Meanwhile - Google docs... 😞

Thank you!

erickievit
Participant

We are also very much interested in this. As it stands, the quoting functionality is to simplistic for us to use. We need more design freedom in terms of the content and snippets boxes that we can add in. 
We need more design freedom to customize to our brand, more room for descriptive txt to the reader and if possible, an ability to link to other documents

MikkoH
Member

Yes it would be good to be abale to customize offer template. 

And to be able to create subheaders between product SKUs

 

 

Andrej
Member

This is very important.

We can't use quote in English language.

We like to use quote in local language. Please add possibilities to customise all quotes fields.

Thanks,

Andrej

KSheppy
Member

Agreed!!!   We are just now getting ready to roll out this tool for one of our product lines, and I am anticipating a lack-luster response because we can't even make our Logo size more prominent.  The lack of customization options for the "look" of the quote is dissapointing.  The blue banner takes up way too much space.

Leigh_Simpson
Participant | Platinum Partner

Just spoke to a client who is gutted they cannot create killer proposals native in HubSpot.  looking at integrating with 3rd party platform instead.  When is this feature due to go into Beta?

etroiani
HubSpot Employee

Hi all

It would be great to have the possibility to customize quotes.

Many customer are asking for this features

Thanks

Best

Emiliano

 

Paul320
Participant | Gold Partner

How is it even conceivable that HubSpot would introduce a "template" and not give its users the ability to modify it like every other template in HubSpot?  Please, please, get this fixed.  The templates as they exist are a source of friction in my client's sales process. 

etroiani
HubSpot Employee

Hello Paul,

 

It might be something coming up by the end of the year

 

Best

valigara
Member

@etroiani 

is this a official HubSpot timeline? 

This feature is in top 10 upvoted requests (just counted now), it will take another year?