Customize Quote template/appearance

Hi!

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

Thanks

HubSpot updates
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.

Status updated 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!

284 Replies
Occasional Contributor

Hi, I would like to get access to the beta version, please. 

Occasional Contributor

I was a bit surprised that the "Download quote" and "Print quote" buttons are not at the bottom of the default quote and proposal templates.  Can someone point me in the right direction to add these buttons to the bottom of the templates?

 

Thanks,

Darren

Top Contributor

I was really excited to hear about the new CPQ features that are coming soon, but I understand that unless you have Marketing or CMS Pro, you still won't be able to customise proposal/quote templates. Our HubSpot clients using Sales Pro need much more control over the look and feel of the Quote template without having to resort to third party add-ons and paying 'extra' for the quote to look nicer, when they've already invested in a sales solution. I have a lot of experience in CPQ solutions and would love to speak to the CPQ product team about what's needed as standard by medium-sized organisations. Thanks in advance @hroberts 😃 

Occasional Contributor

The customisable Quote template needs to work in the drag and drop design manager editor. We have both Sales Pro and Marketing and Hubspot CMS but having to rely on coding skills puts a big barrier between our business need and our ability to customise the quote template.  We also need to be able to quickly and easily pull data across from 3rd party systems into tagged fields in the quote template (for example, Quote numbers are raised in our Xero accounting package, not from within Hubspot). When can we expect to see a propoer drag and drop implementation? Also, we need to be able to remove all the standard templates from the dropdown because we don't want our staff having a free-for-all on what style they might prefer. There is no clear guidance as to how to remove unwanted templates (but then maybe that's buried in code that non-coders can't find or read easily)? @hubspot team, it's a start, but you really need to put some more resource behind this and listen carefully to what your loyal SME customers are telling you.

 

New Contributor

Hi! 

I am using the beta version of the Quotes. Can someone tell me if I can hide the total / sub totals?

For the first version of the quote, our clients want to choose between several options before making their decision and then totals and subtotals are not relevant.

Thannks!

Occasional Contributor

@DebbyDC  - we cloned the Tall template and then edited that so it worked for our needs.  Editing is just like html/css development.   The data is passed in from hubspot  and there's the HUBL language to manipulate what gets delivered to the screen.  https://developers.hubspot.com/docs/cms/hubl/filters 

Top Contributor

@DebbyDC just clone the template and search for total / subtotal in the source code. If you are experienced in HTML/CSS it shouldnt be complicated to delete those in your quote then. Did something similar in my quotes already. 

 

New Contributor

@petercwilson ,  @rwolupo rwopop

 

do you two folks do 'Greek' in your spare time ???? 😃

 

What you are suggesting is OK if you have a good grasp of HTML , CSS, HUBL etc, but for us mere mortals we are still waiting on a 'drag-n-drop' version   😟

Top Contributor

@Alan-Online of course ... drag and drop, WYSIWYG would be nice ... but ... thats not you can expect at this stage of development i guess

Occasional Contributor

@Alan-Onlinesure, that's understandable - and we want that, as well.  It doesn't do, to tie up developers on something that could ultimately be done with a drag n drop tool.  With the tool not available as yet we've had to make do.  We have passed our feedback into the hubspot developers.   

Occasional Contributor

We are a parent company of 14 smaller life science brands... The inability to rebrand or change addresses for a global business is driving us a bit crazy.   

When working through the three templates I understand having mulitple custom templates is not available right now.  A simple implementation for us with multiple locations/units would be to choose from a drop down list of pre-loaded emails (like if you were checking out anywhere) and better be able to select which image to be shown for the "sending company"
3hubspot changes.png

Occasional Contributor

Hiya @KezzaM   have you been able to 'clone' the templates to give you different branding?   Although have to admit, 14 different brands seems like a lot of work.  I've only got 2, that's enough.

Occasional Contributor

@petercwilson there is no cloning for templates I can find. The issue lies that the base data is our parent company and that is the default for the image and the address.  All other addresses need to be manually added as far as I can see.   

This honestly seems like a simple thing to do... to have a choice of addresses for a company.  Even if that means we forgo having a logo on the invoice for now.

Occasional Contributor

@KezzaM  for our quote customisation (we joined the beta), we've had to use the built-in HTML developer tools, but have used them to clone the "Tall" template and then customise the clone so all of our branding is embedded within it, using files uploaded to the files library.     You might have to consider doing the same for the time being.   🙂

Occasional Contributor

@petercwilson I have requested access but that seems to only be available to CMS users?  the CMS is unsuitable for our array of websites but I don't understand why a Sales function would be tied to CMS.   

If i could set it up in HTML that would be fine but not having the options is making it hard to onboard our whole sales team ans new aquisitions.

 

Occasional Contributor

How do we get access to the beta? Can it include terms and conditions?

New Contributor

Hi! 🙂 Here are 2 suggestions for custom quotes : 

 

In my quotes, I created snippets for terms and conditions and comments to buyers. With custom quotes, it would be nice if we could already set them in the template, so we don't have to add it every time. I created other snippets for the client address of the client description of the quote for example.

 

Another thing, the only trigger I see to know if a quote is approved is the e-signature. Would it be possible to just add a button "I accept" and track the click on that button to trigger the quote approval? The whole process of e-signature seems too long for my clients and they just responded "Yes it's okay" on an email, which triggers nothing.

 

Thanks! 🙂 

Top Contributor

could anyone manage to add a function to print the quote or download as pdf? 

 

Occasional Contributor

@ethankopit 

Would it be possible to add the 3 default themes as a starting point to the custom themes? The 2 custom themes are quite underwelming and for some of us that use the default at this point but just need a little bit of flexibility, it would be great to be able to just had a permanent bit of text for instance. At this point we need to rely on the manual input of terms by the sales staff and that's far from ideal or we need to dedicate the time and resources to update/add a custom theme. Being new to hubspot it is and still going through lots of configuration this is a lot more than we are comfortable chewing. 

 

Thanks.

Occasional Contributor

Hi there,

 

is there any possibility to get an update on the status of the planned changes regarding the customized quote templates. Or is there a way to get access to a beta version in order to see what the plan for this looks like?

 

Thx in advance.