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! 🙂
I would also love to remove skus from the quote. We implemented skus for reporting and automation purposes, and for customers the sku is completely irrelevant. I am truly unsure when it would ever be relevant to any industry. Even when I think of retail, does a customer truly care about a sku? Not really, that's just for the company.
It would be a fantastic addition to the software to make Quotes fully RTL supportive.
In my experience, it is a huge disadvantage that is blocking me from unlocking the value of the professional sales hub, therefore, making it far too expensive to even consider.
Is it in planning or maybe there is a work around for this?
I really like the customization of the quotes themes to fit our company's Corporate Identity. When the customer wants to download the invoice, most of the styling is discarded and the PDF version unfortunately doesn't look very pretty.
It would be great (and an eyecandy), when there would be a possibilty in the future (at least for webdesigner) to tweak the styling of the (print) PDF version to fit the styling of the HTML Version. I think most customers will have a downloaded PDF version for backup purposes and it will be an overall nice-to-have feature, not only for my company. 💫
We are Hubspot certified Gold Partner with multiple successful projects with custom quote template.
You can contact me in PM for some FREE consultancy to help you guys with this new awesome functionality (thanks again @hubspot) - will try my best to help as much of you guys as possible.
Hello @ethankopit@dnelson, we would like to try using HubSpot for our quoting but we've been put off by the lack of customizability of the quotes/proposals - please could we be enrolled on the beta so we can try this out? Many thanks!
@ethankopit it would be great if we were able to make a custom template the default quote template, but I'm told this will not be the case.
It will be a pain having to manual select the custom quote template for every single quote - in my eyes it's a must to add this functionality too. Thoughts?
I agree with @TuffaCharlie and @BNGUYEN. We have more than one product, so the ability to sort the drop-down list where the quote template is selected would reduce user error. The ability to remove (perhaps unpublish?) the standard (or any) templates from the drop-down list would also reduce user error.
What prevents us from using Quotes is the requirement of line items of defined products. We are a service company - think construction, electical, plumbing, etc. When we create a quote, no two are the same, so we don't have regular line items or standard products. I just need to create a quote without requiring entering a line item or a product. I can fill that info with Deal properties or worst case, manually. A toggle on/off for line items/product might be an easy fix. So, instead I use Zapier to pull Deal properties into my quote template in Google Drive.
Thanks. We charge on a commission basis not a fiat basis. I.e we will provide 36 months interest free credit to your business at a cost of 14% (of the paid value)
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@ethankopit will this feature allow me to customize the contents of the template as well? I'm thinking of things like the decimal precision, for instance - I've received feedback from my partners that the use of thousands in my units is confusing, but my business operates with unit prices of tenths or hundredths of cents (like 0.0012 USD/unit of service), and when entering these values, the template engine truncates that to 0.00 USD - which is obviously not good.
Also, when can we expect this to reach GA? I realize that Q1-2 is fairly broad, so it would be great if we could plan ahead in this light (whether we need to assign internal development to this interop or if we should wait for the feature to hit GA).
When customizing the quote you do have access to deal properties. So if creating quotes with no line items is not possible, one solution would be to create and associate standard line items to the deal and customize a quote template in order for it to hide info about the line items and only display the deal properties you choose.
as I state on the linked thread, I was able to feed prices and quantities with more than two decimal places using the line items API, which is a workaround.
