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.

375 Replies
PatricioCofre
Member

Hola me gustaría probar la opción para poder editar el formato de cotización

Este es mi ID: 8517692

 

Muchas gracias!!

sebastianhorosz
Member

We'd love access to this on Beta, 7094950

Status updated to: In Beta
ethankopit
HubSpot Product Team

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!

ethankopit
HubSpot Product Team

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?

Stringo
Member

We use Pandadocs and upload into  hubspot. Huge pain. We use the hubspot quote model with dummy part numbers to reference deals. Looking forward to a solid quote module so I can dump pandadocs and work only in hubspot. 

 

petercwilson
Participant

Hi @ethankopit ,

Welcome onboard the quote customisation product!   My company has been working on the beta programme for about a month, and we're a fairly new HubSpot subscription.   We only want to use quote customisation so I'm building up a clone of the "Tall Proposal" to use for our products.     I suspect for many HubSpot subscribers the HTML builder won't fly for them, for us we have the skills to be able to build a solution.   One of the things I need to help me with this is a full schema of the objects that are available to me in the HTML template, which I can use with HUBL & associated markup.    My boss actually wants the same style of proposal that HubSpot used themselves when we signed up, as we felt it was the most straight-forward way for our customer base to understand our charging model.    I'm 99% there, just a reference to the schema(s) would be a massive help instead of having to reverse engineer.   Ta!

 

Peter,

HubID:  7563647

 

petercwilson
Participant

@ethankopitas an addendum to my reply, we supplied @dnelson with an email & attachment showing what we're trying to achieve - would you like me to email that to you as well?  

SalesIsScience
Participant
@petercwilson If you can hit this with your portal ID and hapkikey, it should give you a good list: https://api.hubspot.com/properties/v2/LINE_ITEM/groups?includeProperties=true&portalId=99562171&clie...
rwolupo
Top Contributor

Hey guys. Wonderful news ... may i get access to that beta feature? 4831361

etroiani
HubSpot Employee

To request the access to the demo please reach out to your customer success manager

Thank you

etroiani
HubSpot Employee

Hi all

If you wish to access the Beta please reach out to your customer success manager for more details

Thank you

Alan-Online
Member

@ethankopit

 

We simply print as pdf then use ACROBAT editor to get it looking the way we'd like,  we still need daily rates etc.

 

the fonts that HubSpot uses make this 'interesting' as we cannot directly edit any text, so usually have to change the whole block of text to a differnt font so that the word 'day' doesn't look too out of place (when remove 'month')

 

so for us a long way before it is a simple easy to use option, 😞

 

UNLESS drag-n-drop has been implemented? (vs hubl, html or other mark-up languages)

 

 

rwolupo
Top Contributor

wonderful feature so far ... 

 

what i am missing yet: 

 

- somekind wysiwyg editor

- clone function for existing templates (modern etc)

- integrate download as pdf button or something like this

- documentation of usable functions and variables

- i8n for example in my german quotes there is still "annualy" instead of "jährlich"

MDW
Member | Partner
Member | Partner

I want to know what is possible with this feature. Can it replace our Panda Doc proposals? I would love to create a HubSpot proposal experience for our consulting business within HubSpot.

petercwilson
Participant

Quick question to the audience: 

My boss wants a quote/proposal that shows first year, then second year, then third year as separate pages/sections.  But each year has a reducing 'discount' applied for that year ie.  50% first year,  25% second year, 15% third year.   How can I model this between the Product SKUs and the Deal down to the quote creation.   Once I know how to model it in the deal, I'll be able to design the html & css accordingly.   Cheers in advance.   Peter.

petercwilson
Participant

@MDW - we are starting to get there with the CMS approach to quote customisation.   I managed to clone the tall proposal template in the content designer and work from there.  Do you know how you want your quotes to look.  If you do, and they are relatively simple to produce, then you will be able to do it in HS, I think.  

MDW
Member | Partner
Member | Partner

@petercwilson Thank you for the info. I believe our proposal would be reasonably straightforward for the most part.

 

We’re looking to create multiple template that have content based on our product types and fill in the blanks with the product selection feature. 

 

We would also like to include our terms in the process as a second page or section.

 

I would love to see some examples of what could or that has been accomplished with this feature.

Alan-Online
Member

@rwolupo

I'd be happy if the image on the screen matched the pdf version 🙂

 

@MDW 

I really hope so  . .. . 

petercwilson
Participant

@MDWwhen I get a bit closer, I'll see if I can share something.   I'm also working to ensure that the html output matches a pdf output as closely as possible.

MDW
Member | Partner
Member | Partner

@petercwilson That would be awesome!! Thank you.