Customize Quote template/appearance

CCIlumia

Hi!

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

Thanks

HubSpot updates
Apr 29, 2021

Hey team - if you don't know your customer success manager (i.e. CSM) - I would recommend emailing customersuccessteam@hubspot.com

Apr 29, 2021

@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.

Status updated to: In Beta
Apr 29, 2021

Hey team, 

 

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.

Status updated to: In Beta
Dec 2, 2020

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.

Sep 30, 2020

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?

Status updated to: In Beta
Sep 30, 2020

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!

Aug 26, 2020

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.

384 Replies
finn
Top Contributor

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"...

 

etroiani
HubSpot Employee

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

QDagault
Member

@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.

dnelson
HubSpot Product Team

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! 🙂 

Alan-Online
Member

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  . . .. . .

MatthewMarrazzo
Member

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

etroiani
HubSpot Employee

Update on quotes and proposals customization will be available soon for enterprise and CMS users. 

ZoeTrem
Member

Hello !

Dnelson, if you need beta testers for the quotes, we are keen to help with that ! 

 

Have a nice day

ingramleedy
Contributor

In addition to customzing the quote template with HTML/CSS, I think it would be also of interest to allow HTML formatting for the product and product descriptions.    Today the description is a simple text field. If the content of the field/or line item could be customized per product would allow for more rich text, tables, or other nice formatting options for products.

 

HeidiNNN
Member

Yet another simple feature that should be an obvious need for a sales team. My list of "what? I can't do this..." is growing.

etroiani
HubSpot Employee

An important update on quote customization will be released at the Inbound 2020, stay tuned 🙂

valigara
Member

@hroberts great news! 

hope it's solid... we are more than a year in HS, still sending quotes in doc files from Google Drive to clients. hope it ends this September. 

elabelle19
Member

I want to know when this is a thing! We want to customize our quotes through hubspot! 

etroiani
HubSpot Employee

There will be updates on quote customization at Inbound 2020

petercwilson
Participant

@etroianilooking forward to the announcement.  what session at inbound is it due, please?      Also, do you or @dnelson have schema details for JSon objects e.g. ITEMS etc.   which feed into the current customisation feature.  I note that if something is null the JSon doesn't carry it down to the HTML making it difficult to run logic i.e. HUBL queries and filters.

etroiani
HubSpot Employee

As there are many session, you could reach out to help@inbound.com for asking specific questions about topics or view the full agenda here  https://www.inbound.com/.

Thank you

Alan-Online
Member

For my simple view, all I want to know is 

When will it be available?

What will be able to do.

 

I'd rather not have to log into a 'webinair session' just to get a date & some information !!!

 

sadly I don't have time for a 'sales pitch' to deliver something which we (wrongly) assumed was already a feature of what we have paid for 😞

 

once it is 'live' then I can take a look and see that it does what we need it to do!

 

etroiani
HubSpot Employee

HI Alan

We will be sharing more details after the Inbound 🙂

Thank you for understanding 

jacobwardrop
Member

We'd love access to this on Beta. 

AW-NL
Member

Yes please - we really need this