HubSpot Ideas

CCIlumia

Customize Quote template/appearance

Hi!

Could be awesome if we can configurate the proposal / quote template.

Thanks

HubSpot Updates
Delivered
March 15, 2022 08:57 AM

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!

December 01, 2021 06:03 AM

Hi all!

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. 

September 09, 2021 10:25 AM

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.

September 09, 2021 10:22 AM

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!

April 29, 2021 12:49 PM

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

April 29, 2021 12:35 PM

@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.

In Beta
April 29, 2021 11:43 AM

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.

In Beta
December 02, 2020 12:16 PM

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.

September 30, 2020 12:36 PM

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?

In Beta
September 30, 2020 12:23 PM

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!

August 26, 2020 06:45 AM

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 05:11 AM

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

426 Replies
KezzaM
Participant

@petercwilson I have requested access but that seems to only be available to CMS users?  the CMS is unsuitable for our array of websites but I don't understand why a Sales function would be tied to CMS.   

If i could set it up in HTML that would be fine but not having the options is making it hard to onboard our whole sales team ans new aquisitions.

 

bfarr
Member

How do we get access to the beta? Can it include terms and conditions?

Katherine1
Member

Hi! 🙂 Here are 2 suggestions for custom quotes : 

 

In my quotes, I created snippets for terms and conditions and comments to buyers. With custom quotes, it would be nice if we could already set them in the template, so we don't have to add it every time. I created other snippets for the client address of the client description of the quote for example.

 

Another thing, the only trigger I see to know if a quote is approved is the e-signature. Would it be possible to just add a button "I accept" and track the click on that button to trigger the quote approval? The whole process of e-signature seems too long for my clients and they just responded "Yes it's okay" on an email, which triggers nothing.

 

Thanks! 🙂 

rwolupo
Contributeur de premier rang

could anyone manage to add a function to print the quote or download as pdf? 

 

rodcunha
Participant

@ethankopit 

Would it be possible to add the 3 default themes as a starting point to the custom themes? The 2 custom themes are quite underwelming and for some of us that use the default at this point but just need a little bit of flexibility, it would be great to be able to just had a permanent bit of text for instance. At this point we need to rely on the manual input of terms by the sales staff and that's far from ideal or we need to dedicate the time and resources to update/add a custom theme. Being new to hubspot it is and still going through lots of configuration this is a lot more than we are comfortable chewing. 

 

Thanks.

websms
Member

Hi there,

 

is there any possibility to get an update on the status of the planned changes regarding the customized quote templates. Or is there a way to get access to a beta version in order to see what the plan for this looks like?

 

Thx in advance.

petercwilson
Participant

Hi,

I've not posted for a while on this topic, but now seems like a good opportunity.  I don't know if @ethankopit  or any of the HS team can help?  I'm about to rollout my custom quote template to my users.   

When it comes to the create quote wizard, I'd like to be able to disable the other templates, including the standards ones.  Is there a way I can administratively make them non-visible, please?       TIA.

 

Peter

2875292
Participant

Hi Peter,

 

We definitely need to do the same when the time comes, so we're interested to see what our friends @hubspot have to say about deactivating unwanted templates. It may come down to just how brave one wants to be in terms of deleting their original coded versions! 🙂

 

@hubspot team, any progress on a drag & drop template editor rather than code-based editing?

 

Julian

petercwilson
Participant

hubspot-specific-nodelete.png

Hi Julian,

I've been to the town of brave before.    It was closed  😀

 

I find that the files under the at-hubspot folder in "design tools" are protected, so it is not possible to deactivate, as editing/deleting is not available, as explained by the presence of the above banner.   Preventing delete is probably understandable, but there is no user/developer-level "workaround" to deactivating them.

 

A quick alternative in the meantime might be sort-ordering the templates so the custom created ones appear first.  Just reduce the opportunity for error by the sales rep.  That might not work for everyone.

 

Cheers,

Peter

KezzaM
Participant

Those of us with access to the beta but dont have a strong programming background... here is a quick and dirty way to create custom templates for quotes with different branding/address/phone number (I work for Calibre Scientific and we have several brands across many sites so this was a big issue)

In your custom design template editor open the file quote_simple.html

Find this section:

<div>

          <img width="50" height="50" style="border-radius: 50%; object-fit:contain;" loading="lazy" src="{{ QUOTE_PROPS.hs_sender_company_image_url }}" alt="{{ QUOTE_PROPS.hs_sender_company_name }} logo"><br />

          {%- if QUOTE_PROPS.hs_sender_company_name -%}<b>{{ QUOTE_PROPS.hs_sender_company_name }}</b><br>{%- endif -%}

          {%- if QUOTE_PROPS.hs_sender_company_address -%}{{ QUOTE_PROPS.hs_sender_company_address }}<br>{%- endif -%}

          {%- if QUOTE_PROPS.hs_sender_company_address2 -%}{{ QUOTE_PROPS.hs_sender_company_address2 }}<br>{%- endif -%}

          {{ QUOTE_PROPS.hs_sender_company_city ~ ' ' ~ QUOTE_PROPS.hs_sender_company_state ~ ' ' ~ QUOTE_PROPS.hs_sender_company_zip }}<br>

          {%- if QUOTE_PROPS.hs_sender_company_country -%}{{ QUOTE_PROPS.hs_sender_company_country }}<br>{%- endif -%}

          <br>

          <span><b>

REPLACE WITH: 
</div>
<div>
<img width="50" height="50" style="border-radius: 50%; object-fit:contain;" loading="lazy" src="http://SEE INSTRUCTIONS BELOW" alt="{{ QUOTE_PROPS.hs_sender_company_name }} logo"><br />
<b>TEST COMPANY NAME</b><br />
<span>Address Line 1</span><br />
<span>Address Line 2</span><br />
<span>City and Post Code</span><br />
<span>Country</span>
<span>Office Phone Number</span></p><b>

Replace Text as needed.   Image for logos can be uploaded on to your Hubspot drive into a folder for logos.  This pull the html location of the image and insert.  

I hope this helps some of you in the Beta test- and a thank you to many on the HubSpot team of Mark, Mark, Sam and Kira who put up with me until I got this to work.   Now off to create 14 cloned templates for all our brands!

ethankopit
HubSpot Product Team

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.

petercwilson
Participant

Thanks, @ethankopit.   I think as long as we know what the schema will look likem, before it is released, we can clone + adapt the templates in advance.   Cheers,  Peter.

Stagring-Bao
Member

Hi,

i'm trying the beta functionnaly for custom Quote template.

I found a custom 'fashion template' (tall) and the 'Simple' template.

Do you know where to find the 'Modern' and 'Classic' templates? Id like to clone and edit them.

Thanks

Alan-Online
Member

@KezzaM

Thanks for posting these 'hints' I might try that as a stop-gap, we also have different offices and would be good to let the other offices pick their template, rather than lots of typing, (and typos)

 

@ethankopit 

does the new feature also include drag and drop and/or the ability to produce pdf versions of quotes?  or are we still stuck with html only

Our customers would rather have a document than a link to a document

nikeshashar
Participant

How do we get access to this beta? I was sent here by customer support to test it out. 

etroiani
HubSpot Employee

Please ask your customer success manager for beta enrollement

Thank you

Best

KRadford
Member

Oh yay!! I cannot wait to see what the changes are! 

 

Being able to have both billing and shipping/delivery addresses would be great, please! 😁

KAlban
Participant

The Line Items Review part of the wizard allows you to add custom properties as columns, but these custom properties are unable to be referenced for display on a quotation. 

 

We do B2B sales with both OEM's and Distributors and also offer engineering services - fields like Lead Time, Minimum Order Quantity, Package Quantity, Unit of Measure, Price Break Quantities as well as the ability to differentiate between an annual Contract Price vs. Single Time Buy is important to us.

 

We also offer Engineering Services - so line items like Design and Development, Testing, Tooling, Fixtures & Gauges important but these generally get paid on payment schedules at certain milestones.

 

We would be able to format a quote ideally if custom properties which are imported into the Grid could be referenced/used and placed on quote templates. It looks like you may be already going this direction - so any updates on these features would be of interest. 

bdermoum
Member

Hello

I was wondering why the quote customisation system is only available for Sales Pro + Marketing Pro. This is a funcitonality that is almost exclusivly used by the sales teams, not the marketing teams. Do you plan to make it available to Sales Pro clients that are not on the MArketing Pro plan ? It seems a little expensive to contract the Marketing Pro plan only to customize quotes.

Thanks

websms
Member

Hi there,

 

is there a plan for a roll out for all users?

A customisation of offer templates is really necessary in order to use the offer features to a full extent, with signature etc...

If we can't brand them of add specific but necessary information in the way we need to, then we can't integrate this completely.

 

Thx.