Customize Quote template/appearance

Hi!

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

Thanks

HubSpot updates
hace 3 semanas

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!

233 Comentarios
Colaborador habitual

We would like to try the beta also. Thank you. 

 

Nuevo colaborador

Looking to hear how this is progressing,

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

 

Colaborador habitual

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!

Colaborador habitual

A template editor is a needed option.

 

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 🙂 

Colaborador habitual | Partner nivel Platinum
Colaborador habitual | Partner nivel Platinum

.

Nuevo colaborador

well they could hav etold us ???

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

Colaborador ocasional

I'm not seeing the fully customisable quotes template - how do I access that?

Nuevo colaborador

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.  

Colaborador distinguido

I am curious: is this new functionality by invitation only or part of all portals? If the for everybody, where do I see it?

Nuevo colaborador

Peter

 

### 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  🙂

 

 

Nuevo colaborador

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.   

Nuevo colaborador

Peter

Thanks yes that explains it, maybe I'll leave it a few weeks until they release the 'user friendly' version  🙂

 

Finn / shilpawymer 

 

no idea how you get invited, I was merely replying to a post by travwhite !!

Nuevo colaborador

🤞👍

Nuevo colaborador

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!

Colaborador distinguido

I was told by my Hubspot account manager, that despite us being on Sales Hub Enterprise, that is not enough for quote customization. For some reason Hubspot wants us to also by an additional CMS subscription to be able use the upcoming quote template customization functionality. Quite annoying as CMS users are not going to access quotes. Only Sales Hub users are using quotes. So I am being asked to either buy an additional CMS licence or live with that quotes cannot be customized in our Sales Hub. And if quotes cannot be customized, we have no use at all for Quotes, and therefore the whole Sales Hub licence is devalued for us.

 

I really don't think it is acceptable to have to buy a CMS licence to be able to edit quote templates, and I was hoping there are more voices here on the community forum who share this view. Maybe we can convince Hubspot to change this "strategy"...

 

Empleado de HubSpot
Empleado de HubSpot

Hi Finn

There will be updates on quote customization coming soon as this is an important topics covered by HS, @David Nelson  can you share your thought about it if possible?

Thank you so much

Best

Emiliano

Colaborador ocasional

@finn I indeed find this outrageous.
I am also patiently waiting for quotes templates to be editable, since it's one of the most basic features that is missing for now.
We have to use a third-party, which is importing HubSpot data, to have our custom quotes. Of course, it costs us lot of money and time.

 

We also have a Sales Pro license. If, when this new feature is out, I will be asked to subscribe to CMS (which I don't use at all) for a feature that is definitely a Sales one, I think I would get so triggered that I would stop using Hubspot and start using another CRM.

Equipo de producto de HubSpot
Equipo de producto de HubSpot

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! 🙂 

Nuevo colaborador

We don't have any 'developers'; and for us we will NOT be using a web-based version of the quotes,

 

Our customers are (maybe) 'old school' and prefer that their quotes are delivered in a pdf document so I guess we will have to wait a bit longer until the 'easy / click / drag /scale ' version is available  . . .. . .

Nuevo colaborador

Being able to differentiate our brand with pictures and custom graphics is a must, could work much like email templates