Hi all! Tori here, I’m excited to announce that our Customized Quote Template feature is finally live to all Sale Hub Pro and Enterprise customers.
What does this mean?
Sales Hub Pro and Enterprise customers can harness the power of our CRM, CMS, and Payments to create personalized digital quoting experiences for their customers using Customized Quotes.
What features does this include?
Add/remove/changing text, images, videos, links, files etc on a template
Set default terms that won’t be editable in the quote wizard
Add/remove columns to the line item table (including images!)
Show/hide modules of the template
Add personalization tokens to templates
Show/hide total, subtotal, and additional fee sections
Update colors and fonts using theme settings
Associate a custom domain with a template
Set language and locale on the custom quote template
This feature allows sales reps to:
Select a custom quote template when creating a quote
Worry less about adding stock content to every quote (like terms) and additional settings like language and locale
Add custom terms and comments in addition to the default terms that have been added to the custom quote template
This feature allows developers to:
(requires CMS Starter or above or Marketing Hub Pro or above)
Leverage familiar CMS building blocks and languages such as themes, templates, modules, and hubL to create quote templates
Package quote templates in a theme alongside website, landing page, and blog templates
Create quote templates for proposals, quotes, contracts, and invoices.
How can you access it?
Super admins can create custom quote templates in settings > objects > quotes.
What’s next for custom quotes
You all have been fabulous at providing feedback on this feature. Coming soon:
More default quote templates to help you get started
Quote reporting
CRM Quote API Create and Update functionality
A new quote interface to view and manage quote details
Thank you all for your patience and feedback throughout this process. We appreciate it!
My name is Tori and I am the Product Manager taking ownership of our quotes tool. I’m writing to let you know that the custom quotes no-code editor is now officially in open beta!
What does this mean?
Beta participants no longer need access to our CMS Hub (starter and above) or Marketing Hub (pro and above) to create custom quotes. Now Sales Hub Pro and above users will be able to leverage our no-code template editor to create custom quote templates.
What features does this include?
This beta allows user to:
- Add/remove/changing text, images, videos, links, files etc on a template
- Add/remove columns to the line item table (including images!)
- Show/hide modules of the template
- Add personalization tokens to templates
- Show/hide total, subtotal, and additional fee sections
- Update colors and fonts - Associate a domain with a template
How can you access it?
You can now request beta access by contacting your customer success manager. If you are unsure of who your CSM is, please contact customersuccessteam@hubspot.com.
We are so excited to finally open this tool to you all and we hope to continue to work with you all to make it even better.
FYI @ehulstein it's taken us longer than I'd like, but we're making progress on the no-code editor. If you'd like, I'm looking for folks to bug test the customizable versions of Modern and Original. If you're interested, send me a DM.
Hey folks - Ethan Kopit here, the product manager of HubSpot Quotes. I wanted to drop in to give you some updates. We're continuing to make headway on custom quote templates and over the next several months, you should see some serious changes coming your way. We will be bring a no-code editor into beta that allows users to...
- Add/remove/changing text, images, videos, links, files etc on a template
- Add/remove columns to the line item table (including images!)
- Show/hide sections of the template
- Add personalization tokens to templates
- Show/hide total, subtotal, and additional fee sections
^^ all of the above (and more) is possible today if you'd like to custom code your own template, it's just the no-code editor that isn't quite ready for general beta yet. I'll make an announcement here when the no-code editor is available for beta. If you'd like to write custom code and/or create templates from scratch, reach out to your customer success manager and they can get you into the beta.
I appreciate your enthusiasm and your patience. I can't wait to deliver these features to you. But, we're taking to time to make sure that Quotes is stable and bug free (including the custom template features) so we can set you up for success. Stay tuned!
@ZMeggyesi we're just putting the finishing touches on the editable version of "Modern" (first of the three standard templates). So, you're welcome to try that out. Contact your CSM and they can help get you into the beta.
I wanted to post a two-part update. We're really excited to keep moving this feature forward.
First, for those that are looking to custom quote templates without doing and coding - we hear you! We're actually quite close to releasing an editor that will allow you to change text, images, show/hide sections, etc. for quotes. Currently, we're re-building our standard quote templates (Modern, Basic, Original) so that they can be customized using that editor. We'll also be releasing many more templates in the coming months. Stay tuned!
Second, for the folks who are using the CMS to code custom templates - we have important news! We're making some changes to quote templates and your action is required. The short version is that we're making some tweaks to templates that will not only make templates easier to build, but will allow them to be connected to the quote template editor I mentioned above (as well as a host of other exciting features). If you have templates, you'll need to make some changes to them to continue using them. These are the changes my message below was alluding to. You can read the full announcement, as well as directions to documentation, on my blog post here: https://community.hubspot.com/t5/Custom-Quote-Template-Beta/It-s-time-The-next-phase-of-the-custom-quotes-beta-Action/ba-p/432864
Thanks for sticking with us - and please continue to participate in our beta and giving us feedback.
Hey folks - Ethan here (the Product Manager of HubSpot Quotes), I wanted to provide an update to those of you that are currently using HubSpot CMS to create custom quote templates. Hundreds of people are creating custom templates and we greatly appreciate the feedback as we make the features even better.
As we have collected feedback, we have realized that some of the features that will make these templates even more powerful, flexible, and easier to use will require that we make some changes to the underlying schema of these templates in the future. So, if you want to take advantage of new features coming dowmn the pipe, you should be prepared to make some changes to your templates. We'll do our best to make the required changes as minimal as possible.
To be clear: you do not need to take any action at this time.
Your templates will continue to work as expected. However, you should expect to have to make some updates in Q1/Q2. We wanted to give you a heads up as soon as possible. I will update you as soon as we know exactly what changes you'll need to make in order to take advantage of new features. In the meantime, just keep an eye on this thread.
Thank you for working with us - I'm excited to keep making these features even better.
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?
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!
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! 🙂
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.
We'd be more than happy to send some of of our requirements to you, we have four 'branches' / 'offices' and would be really good if each office could select the correct address (ideally the address would default as per the TEAM they are allocated to), ditto currency for the different offices.
We hire equipment on a daily, weekly or monthly basis, so a bit limited to only have a 'monthly' option.
NB the 'rental' rate should NOT add to the 'one off' 🙂
we are exporting quotes and 'massaging' them with Acrobat, so not really saving any time in the workload . . .. .
so in general really keen to get involved with the Beta version
Oftentimes we have child companies/locations of a larger company that we may be shipping to. It would be nice to have sold to / ship to. Also, it would be HELPFUL to utilize custom fields created under Products on the quotes (not sure why this is currently available). Would like to be able to change HUB defaults in quotes (template, expiration date, etc). Ideally, we'd like to build our own company standard template (multiple types - depending on product being sold). NEED ability to add "optional" products and have the customer select to add option to total. Need to be able to do hourly rate for products (for labor, service type of products). I would love to be involved in the beta version!
Ideally I would have the ability to customize the templates my sales team uses. every quote would have the same branding; the correct terms and conditions and ordering info; have the ability to default things like expiration date; have only the product info and customer info I want included; have the ability to make notations on a line item; have a section for recommended product & upgrade options (separate enough to not confuse the customer)
Ideally I get to design the quote like I do a marketing email or form 🙂
still seems a little light on what I was expecting, 😞
eg we hire equipment on a daily basis, from differnt offices, so none of that is present , I can only assume that this is a phased release?
our customers like to have 'Project Name' and/or their refernce number, they don't really care about the 'auto generated' HubSpot number that ppears 'by default' .. .
maybe I'm missing a key feature, where did you discover this?
I can see how to edit the columns within the 'deals' page but what about the quote? The quote seems to have the same layout as previously used, that was the main item I was looking for changes on, ie what is presented to customer
We have provided a reply to say that the functionality is not yet in a state for us to use properly. We assume there will be further iterations from this MVP. However, if you know how to use HubL and the template editor, it is possible to clone the additional templates they have provided. We are looking at this as a temporary workaround until the functionality is expanded beyond MVP, as we think there's scope for additional properies in the JSON which contains the quote information to make it even more flexible.
### if you know how to use HubL and the template editor, it is possible to clone the additional templates they have provided#
Afraid you might as well be speaking 'Greek' 🙂
we were using Adobe as an editor to adjust column width / text boxes etc, but the font stumped me, as it is a 'special one'.
now I see that I have the option to edit (didn't know it existed), I'll give it a trial, but looks 'complex' and takes me back more than thirty years when designing web pages meant you needed to understand HTML, not like modern 'click and drag' versions 🙂
Exactly. I'm a software engineer, so have a bit of knowledge - but most people won't have that ability unless they buy-in the skills. This is why I opened my reply by saying its not in state where it can be used. Customisable quotes isn't ready (yet) for everyday use.
Yes please, we need the quote design to be editable. The current options are too limited for complex proposals and quotes. Would be great to add some design elements such as images etc, testimonials, consultant bio's etc......Wishing and praying!
