Customize Quote template/appearance

CCIlumia

Hi!

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

Thanks

HubSpot updates
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.

Status updated to: In Planning
Sep 18, 2019

346 Replies
abrow
Participant

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.

ASmola
Member

Hello, I want to be part of the quote/proposal customization tools.  The default quote templates do not fit our business needs.  Account #9198671

fsilva
Member

Hi,

 

Any updates on when this feature will be available in Sales Hub? Happy to join the beta! What I have to do?

ADiabOxerve
Member

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?

 

 

AliciaS
Member

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. 💫

jk12
Member

Would also love to join the beta! HUB ID 8328564

BNGUYEN
Member | Gold Partner

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.

CarlssonElkins
Participant

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!

Leigh_Simpson
Contributor | Platinum Partner

Hi @CarlssonElkins ,

 

It's Leigh from Insynth.

 

We've just built a customisable quote template for a client, which is pretty stunning.

 

I'd be happy to explore something similar for you.  Drop me a message if you want to discuss this.

KChelsberg
Contributor
I’d be very interested in this as well.

Thanks
Kurt
Amakh
Member

Hi,

 

We'd also be interested in customized templates for our company.

Thank you.

TuffaCharlie
Participant

@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?

BNGUYEN
Member | Gold Partner

@TuffaCharlie True. We couldnt find a solution for that yet and thats quite annoying.

petercwilson
Participant

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.

 

BenClayton
Member | Partner

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.  

barneygoodman
Member

Hi There,

 

The key to us using quotes at all is the ability to have products priced as a % for us. 

 

Thanks

 

BNGUYEN
Member | Gold Partner

@barneygoodman As a % of what Barney? Are u talking about discount?

Wish i can help. Take care

barneygoodman
Member
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)

Hope that makes sense.



Barney Goodman
CSO
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ZMeggyesi
Member

@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).

lucasfmsarmento
Participant

@BEN 

 

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.

 

@ZMeggyesi 

 

This (number of decimal places available) is a known issue affecting a relevant number of users, please upvote the idea on the following thread https://community.hubspot.com/t5/HubSpot-Ideas/Accept-more-decimals-of-cent-values-for-product-price...

 

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.

 

Hope the above is helpful!