Customize Quote template/appearance

Hi!

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

Thanks

HubSpot updates
4 週間前

Hi all!  

 

Our beta for Sales + Marketing/CMS Pro+ customers is presently underway.  This functionality allows your developers to customize the HTML/CSS of the Quote templates to pixel perfection.   If you meet this criteria for the beta, please shoot me a message with your hub ID.  We will get you access as soon as possible - at this time we are onboarding a limited number of customers at a time.

 

Regarding the above feedback - we are indeed planning and building iterations that do not require coding knowledge.  We agree this is an important part of enabling customization of quotes!

 

@QDagault  @finn - regarding the packaging of this, totally understand! The requirement is intended to only be a restriction during this beta process.. Initially, our template customization for Quotes uses the power of the CMS and Design Manager, which are presently not features available in Sales Hub.  We are working and planning around having customization solutions that are available to users with only Sales, too.  Thanks in advance while we work through this beta! 🙂 

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!

234件のコメント
常連投稿者

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!

新規投稿者

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.

常連投稿者

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

新メンバー

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!

一般投稿者

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

ユーザー

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.

新規投稿者

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.

一般投稿者

Please include me in the Beta

一般投稿者

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.

 

 

ユーザー

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.

 

一般投稿者

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

常連投稿者

Any status update?

新規投稿者

Please include me in the beta

 

新規投稿者

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. 

新規投稿者

@dnelson Just started using PandaDoc to send proposals.  Please add us the the beta

新規投稿者

@dnelson when it's available I'd like to participate in the beta as well please! 6427807

常連ユーザー

Hello everyone

 

Yes indeed is important to have cutomization tools on the proposal associated also to the calculations of the products and times of those.

 

For example be able to put in the proposals these values:

TCV
ACV
ARR
MRR
Margin (TCV)
Taxes - Not available, product individual and global
Calculated items - use any data in the proposal to calculate others

Also I do also push to have several templates , font customization and personalized with company domain quote publication.

一般投稿者

Following - we need this in order to move our sales process over to Hubspot.

常連投稿者

@paju Same! So needed!

新規投稿者

Hi @dnelson  we have provided some initial feedback to you, via email.     If this is not the best way to reach out, please let us know an alternative method?     Thank You.

 

Peter-

HubID:  7563647