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.

374 Replies
ZMeggyesi
Member

@lucasfmsarmento Thanks, I dropped an upvote there. Using the API would be a workaround, but I'm stretched thin enough as it is, and would not sink time into an interop if it turns out a fix is just one code review away from being deployed... 🙂

ZMeggyesi
Member

@ethankopit Can my account be enrolled in the Beta as well? I would love to take a look at what I can customize using the new engine.

chris_p_lukes
Contributor | Elite Partner

@ethankopit @dnelson 

Happy to see the note that this functionality wouldn't require CMS Hub once it's out of beta! (I'm not a part of the beta, so apologies if the below is already in the works:)

 

Another useful feature would be to designate a certain quote templates to be the default for a given Pipeline, or possibly even limit what templates are selectable for each pipeline, or based on other Deal properties such as Deal Type.

Not sure if this falls under the purview of the "Quotes" Product team (as it may be more of a general Deals feature), but similarly, it would be nice to be able to customize the columns that show in the Line Item editing screen dependent on the Pipeline and/or Deal Type (rather than globally for all Deals, as with the current functionality).

Use-case: I have a client that is using custom Product/Line Item properties to specify a number of Product "options" that only apply for certain product categories and a specific Pipeline, and these fields otherwise clutter the view (and could cause confusion) for other Teams that don't use this Pipeline.
Another use-case: Custom properties aside, we may want to hide Discounting fields for Deals where this isn't appropriate, but keep it visible for others.  Ideally, this could also be controlled with the Property-level permissions functionality available for other objects in Enterprise portals.

SDennis
Member

Concurred! We'd prefer to be able to alter the properties that are on this statement pretty broadly, so it can precisely mirror our current citing design. Without specific fields like the client number which we produce here, there's no sense in utilizing these statements, as we'll actually need to make a second statement that catches the entirety of the data which is pertinent to us.

petercwilson
Participant

Having the ability to limit the visibility of quote templates by pipeline and/or by sales-rep and/or by business type (e.g. Domestic / Intl / Regional / Partner / Channel)  would be a big step forward.

CMayer
Contributor

Hi, we developed a custom quote template - it all works fine. How can we set this template as default so we do not need to select it every time?

ZMeggyesi
Member

@ethankopit How's this beta coming along? Is there a release date set for GA of the feature?

Also, when it rolls out to GA, will it be restricted to the Professional subscription, or will it be available for everyone off the bat?

lloydgilmore
Member

If this is in Beta is it possible to be added to the test list?

We need to edit the layout of the templates.

BNGUYEN
Member | Gold Partner

As Hubspot Certified Gold Partner, we offer some FREE consultancy to help customers use this functionnality as best as possible.

Dont hesitate to PM me if you need any help.

Best regards and good luck to all to use this awesome new functionnality! (not GA yet though)

Jimbo57
Member

Hello, 

 

I am wondering if it is possible to set up a company specific quote template for a few different offerings. We have kind of three different types of sales: equipment, spare parts, and services. Each type requires different information to be protrayed to the customer, with their own terms and conditions. Is it possible to compile all the information into different templates, then I could select the appropriate template based on the sale being made? Additonally, our customers are global and being able to choose the correct currency (basically USD or EUR) would be highly beneficial. Basically to summarize, I am looking for two main things:

1. Being able to create different quote templates that suits the products (showing more technical information and different T&Cs rather than just the prices)

2. Choosing which currency to input line items in. This would help to make quoting more efficient and the deal flow easier to segregate too. 

 

Any input is appreciated! 

 

Thanks!

CarlssonElkins
Participant

@Jimbo57 ,

 

Got some fab news for you, the quote template tool is phenomenally clever if you get the right devs on it.  We've just had some absolutely kick-**bleep** templates created for us and we've done exactly what you're needing, i.e. different info/templates/sections for each type of system/product group.  

 

I'd highly recommend anyone looking for quote template development has a chat with Andrew at Frontenso: https://frontenso.com/ these guys are masters!

 

All the best, all!

BNGUYEN
Member | Gold Partner

@Jimbo57 

You can definitly make a few templates (equipment, spare, parts, services) but the it's the user/sales person who has to choose the correct template.

IF it's only the products that changes, you can make a quick custom dev to display different informations dynamically

For example:

If product is Equipement: you display Description, Unit Price and Serial Number but for Service you display: Price per hour and terms for example.

1- So yes you can do that IF the rest of document is similar. If not, you can make multiple templates

2- You can choose the currency at the deal level now in Hubspot

https://knowledge.hubspot.com/settings/add-and-edit-your-account-currencies

 

Wish it helps!

Status updated to: In Beta
ethankopit
HubSpot Product Team

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-q...

 

Thanks for sticking with us - and please continue to participate in our beta and giving us feedback.

ZMeggyesi
Member

@ethankopit wrote:

We're actually quite close to releasing an editor that will allow you to change text, images, show/hide sections, etc. for quotes. 

Can't wait to try that out!

I'd gladly use the CMS, but my org doesn't have that sort of access - if there's any Early Access for the new editor, I'd be honored to try it out.

ethankopit
HubSpot Product Team

@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.

DBowers
Member

Hi Ethan, I requested beta access a week ago but havent seen movement. Should I submit another request? I'm not sure how long this should take. 

BTW thanks to you and the team for all the work you're doing on custom quotes. This is hugely helpful to our team and we are excited to use it. 

KChelsberg
Contributor
I am excited to read this news as well. I have not yet been assigned a CMS, still going through onboarding. Can you point me in the right direction?
ethankopit
HubSpot Product Team

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

ZMeggyesi
Member

@ethankopit Thank you for the info. I've started the Beta enrollment via support on Friday, now I'm just waiting for any confirmations, but will check on Monday.

A question: once my organization lands in beta, how do I access the editable Modern template? Will there be a separate menu item for it, or will it just show up as an icon to edit next to the template in the dropdown?

ConversionCrew
Contributor | Platinum Partner

The new quotes functionality is fantastic! It enables customers to also create other documents to be signed by clients. Therefore it would be a great next step if also the standard "please confirm your identity' email as shown below can be customized as well, such as:

 

- Being able to use other, more relevant content in the body. Maybe you'd want to replace the word 'quote' for 'document' or something else,

- Being able to to change the 'from' address (success@hubspot.com) to something more relevant to look credible, ideally your own brand domain.

 

Looking forward to hearing if people here agree,

 

best, Ron

 

Schermafbeelding 2021-05-06 om 10.40.50.png