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! 🙂
Thanks for all the interest! I will report back with all of you when the beta becomes available.
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!
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