Hey team - my name is Ethan Kopit and I'm the new Product Manager of HubSpot Quotes. The beta of our quote/proposal customization tools is now available. If you'd like to try it out, contact your Customer Success Manager and they'll help you get access.
Whether you've had a chance to use the new quotes customization features or not, we're actively seeking feedback on how to make Quotes better. If you'd like to give us some feedback, fill out this form: https://forms.gle/46ionti6Z1uEcTut8. If you're interested in being interviewed by myself and the CPQ Designer, Nate, leave your email at the end of the form.
Thank you so much for your support and, as always, thank you for the feedback!
Hey folks - I was wondering how everyone is creating quote templates today. For those not exclusively using HubSpot quote templates, can I ask you two questions?
1. Did you build your quote/proposal template from scratch? Or did you use a pre-made template?
2. What is the solution you're currently using to build quote/proposal templates when you're not using the default HubSpot quote templates?
We use Pandadocs and upload into hubspot. Huge pain. We use the hubspot quote model with dummy part numbers to reference deals. Looking forward to a solid quote module so I can dump pandadocs and work only in hubspot.
Welcome onboard the quote customisation product! My company has been working on the beta programme for about a month, and we're a fairly new HubSpot subscription. We only want to use quote customisation so I'm building up a clone of the "Tall Proposal" to use for our products. I suspect for many HubSpot subscribers the HTML builder won't fly for them, for us we have the skills to be able to build a solution. One of the things I need to help me with this is a full schema of the objects that are available to me in the HTML template, which I can use with HUBL & associated markup. My boss actually wants the same style of proposal that HubSpot used themselves when we signed up, as we felt it was the most straight-forward way for our customer base to understand our charging model. I'm 99% there, just a reference to the schema(s) would be a massive help instead of having to reverse engineer. Ta!
@ethankopitas an addendum to my reply, we supplied @dnelson with an email & attachment showing what we're trying to achieve - would you like me to email that to you as well?
We simply print as pdf then use ACROBAT editor to get it looking the way we'd like, we still need daily rates etc.
the fonts that HubSpot uses make this 'interesting' as we cannot directly edit any text, so usually have to change the whole block of text to a differnt font so that the word 'day' doesn't look too out of place (when remove 'month')
so for us a long way before it is a simple easy to use option, 😞
UNLESS drag-n-drop has been implemented? (vs hubl, html or other mark-up languages)
I want to know what is possible with this feature. Can it replace our Panda Doc proposals? I would love to create a HubSpot proposal experience for our consulting business within HubSpot.
My boss wants a quote/proposal that shows first year, then second year, then third year as separate pages/sections. But each year has a reducing 'discount' applied for that year ie. 50% first year, 25% second year, 15% third year. How can I model this between the Product SKUs and the Deal down to the quote creation. Once I know how to model it in the deal, I'll be able to design the html & css accordingly. Cheers in advance. Peter.
@MDW - we are starting to get there with the CMS approach to quote customisation. I managed to clone the tall proposal template in the content designer and work from there. Do you know how you want your quotes to look. If you do, and they are relatively simple to produce, then you will be able to do it in HS, I think.
@MDWwhen I get a bit closer, I'll see if I can share something. I'm also working to ensure that the html output matches a pdf output as closely as possible.
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