Customize Quote template/appearance

Hi!

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

Thanks

HubSpot updates
May 26, 2020

Thanks for all the interest!  I will report back with all of you when the beta becomes available.

changed to: In Planning
Sep 18, 2019

Jun 4, 2019

Hi all! I know this doesn't solve all of the requests here, but I wanted to let those of you intereseted in a more formal/simplistic template know that we've just released one that can be chosen as the first step when creating a quote! The new template is called "Basic" and the old one is "Original". This is the first step for us to make Quotes even better for you in the long run. Thanks as always for the feedback!

194 Replies
Regular Contributor

Hi team - I wanted to reach out and say that I've had a few customers reach out about quotes looking specifically to be able to relocate where discounts are displayed and applied on a quote template. This would be great functionality for our customers as we work on this going forward!

New Contributor

Yes, it would be good to customize the naming conventions of certain categories because I am in an educational setting and I could see additional uses outside the traditional sales usage as a quote. There are certain forms we need to collect a signature for.

Regular Contributor

It would also be good if we could
- add SKUs when we build the quote but choose to hide them from the customer version
- ability to add options eg 3 days at £x or 5 days at £y

New Member

Hi all, customization of the quote would be essential for us as a company.

Very important for us, is to be able to change the number format in the currency (to the Netherlands locale).

I hope this will be available in the near future!

Occasional Contributor

we would love to be apart of the test/beta team , represent sweden Smiley Happy

Visitor

My team and I usually work with other small business on projects. It would be great if there was an option for co-branding so we could add their logos on to a quote/ invoice as well.

New Contributor

Hi all,

 

In application of local regulations, we would like to add the general terms and conditions of sale to our quotation so that they can be validated at the same time as the quotation.
These general terms and conditions are in PDF format and too long to be entered in the current fields.

It would be great to be able to add an attachment to the quotation.

Occasional Contributor

Please include me in the Beta

Occasional Contributor

Hi.

I think Quotes need to be more flexible to individual company's work module. If we can interchange the positioning of tax, discounts and commission so that they calculate correctly, that will be awesome.

Right now I have to create a product for tax so that calculation is according to our practice.

 

Thanks for the consideration.

 

 

Visitor

Agree. The description of the item/product is as narrow as the other two, and makes no sense as it becomes unbearable to read.  Particularly for services it should go something like:

 

- intro

- itemised services with fee (including adding the option of percentages as for us it doesn't work with only fixed amounts) 

- extra info (an optional section, for say listing previous assignments, or clients, again useful for service providers)

- terms and conditions

 

Hopefully these get added soon. I was super excited to see this as a replacement for our manual proposals but, without a % don't know how to make them work.

 

Occasional Contributor

Would also love to be included in the beta as soon as it's out please @dnelson !

Occasional Contributor

Any status update?

New Contributor

Please include me in the beta

 

New Contributor

This is something that needs to happen. For as great as Hubspot has been touted to be, I am very un-impressed and how non-user friendly it is. You can tell this product is a marketing tool that they added sales features to. It is extremly frustrating that we cannot customize the quote template to meet the needs of our company. Since we are a SaaS company we need to be able to add serial numbers and expiration dates to the product lines on the quotes and we cannot do that. We also have Sales Orders that need to be filled out and tracked natively within Hubspot and we can't do that. Very disappointed.