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
tiffany2002
Participant

Pretty please!  The quotes are bulky, unorganized and a hot mess. 

 

Two areas I would like to see improvement.  First of all, We have different levels of pricing for various reasons (international, direct and distributor pricing).  Is there a way to customize fields in HubSpot to reflect discounts in quotes? A simple drop down without have to list three different pricing for every single product.  

 

Secondly,  I have noticed there zero flexibility in formatting the appearance of the quote.  I did check sites like Paycove and Qwilr.  I don’t want to spend more money when our company is already paying lots of money with HubSpot. 

 

 We just need a simpler, easy quote that looks professional.  Thanks so much!!!

hroberts
HubSpot Product Team

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!

tiffany2002
Participant

This quote looks MUCH better...  THANK YOU!!!!  

 

Wish list  Smiley Happy

Bulky title does not look all that great.  

Only one total is needed.  The top total is not necessary, imo. 

The right column with logo on the left where the logo is on the top left. 

The ability to add a few lines between the heading and quote.

 

Ya'll rock!!!  Heart

 

 

LauraA
Contributor

A couple other things about the new template:

  • It says "Invoice #" instead of Quote #".
  • There is no Product Description
  • The use of the word "TERM" may not make sense for all Product types (which touches on another isue, we rally need a "Unit" type field for m/ea/lot/etc) so probably should just be remove from the heading.
Tickford
Member

RE: New Basic Quote Template

 

Thank you Hubspot for making a start on the templates.

However, we urgently require the professional templates that we have all talked about in this feed. 

Our sales and marketing work hard to get the customer to the point of receiving the invoice/quote. Our customer journey (funnel) is all about enticing them to think different and enjoy our products, and as the invoice/quote is right at the end of the funnel, it really needs to continue the same experience. 

If Hubspot could provide a timeline when we will see a new professional template, that would be helpful.

Cheers

 

John_Egerton
Member

I'd also like to have this feature and have spoken to my CSM about it.

 

I'm not looking for anything too hardcore, as I understand that too much complexity can be a bad thing from a product perspective, but simply being able to configure different colors for different sections of the quote would be a great start.

 

It would also be great to be able to attach another document, such as a statement of work to the bottom of the quote.

Anais
Participant

Hi team, 

 

As mentioned before, it would be great to include the product description in your basic template!

 

 

HazelS
Member

We really need this. The new template is an improvement, but says invoice, not quote.  It seems daft that we don't have the opportunity to create our own template. Hurry up Hubspot - we're desperate.

StellaBroster
Member

Would really like to be able to create/add our own quote template

steveb227
Member

We would also like to an option to both tweak the existing templates and insert a bespoke quote template.  The 2 existing options are invoices and not quotes.

 

 

karatranter
Member

Yes definitely needed

jims
Participant

Thank you!  It would be extremely helpful to include documents for e-signature that include Agreements and NDAs that the user could append using their own company resources and automatically attach to quotes – optionally for e-signature.  After all, a quote means nothing unless you know all the terms that go with it.

ddockter
Member

The ability to edit quote templates would be very helpful. It would allow us to add a link to standard terms and conditions by default rather than using snippets.

MaciejSzadkows
Member

Guys it's a simple feature, the same as virtually any other template.

Html import option. This doesn't require hard dev.

 

Missing fields

- standard tax description / value

- standard / draft comments / remarks on the invoice

- stages: quote / pro forma invoice, invoice

- proper quote / invoice formating

mikkikaykay
Member

Is this a thing that is coming soon? 🙂

L3andro
Member

Totally agree with items 3 and 4. 

DanMCollins
Member

Would be ideal to be able to paste the details exported from our travel quote software in HTML format into the product details field or the quote itself.  We can copy and paste this HTML content into an email (Outlook) but it doesn't hold it's formatting in Hubspot.

Falzo
Participant

while the new changes to the quotes functionality (yesterday/today?) show that there will be some kind of templating soon, a word of warning upfront would have been much appreciated.

 

especially because this change now immediately brings a different look to the quotes and relocates the 'comments' text block below the products list (has been above before).

 

as we used to use this block for addressing the customers personally it now makes it even look worse because there is no way to add text in between 😞

 

please make sure to open up the possibility to edit the templates or even create own ones very soon and please notify customers in advance of such important changes in the future.

 

don't get me wrong, these changes are desperatly needed, however the way this has been pushed to production without any chance for feedback/fallback etc. is very far away from Hubspots usual approach and creates more problems instead of helping your customers.

 

I know that Hubspot is running betas and feedback programs and we're willing to help and sign up for anything as long as you ask us in advance...

 

 

JGomezEco
Member

This is currently almost a dealbreaker for us to continue with Hubspot

nly
Participant

UP