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!
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.
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.
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!
@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.
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.
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.
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?
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!
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! 🙂
This is great, I would like to see some more functionality to set up notifications inside of workflows for signers to know their quote is expiring soon.
@ethankopit Hi, thanks for the great update regarding to the Quote layout editor! This would be totally awesome.
If I may ask a little, I am just wondering if in the coming update, would there be any possible way that we can as well customize the name of "Quote"?
For example, I am wondering if it is possible to rename "Quote" in the Deal's sidebar record, and in the PDF itself (when create a new Quote, at a quote-signing button for example) to some other name.
Being able to easily edit the pricing table is essential. Right now the quote system is built around straight-forward retail or service environments who have static products or services at set prices that may be discounted, and I can see how it would work pretty well for these business types.
As a business to business company with multi-level pricing, including hardware costs, software costs, recurring percentage rates and monthly dollar fees (as well as one-time or per-occurence costs), we have no easy way of reflecting these items in our quotes. We don't want to include SKU in our quotes because we use these for internal purposes (reporting) only, but we can't remove it. We can't cleanly separate out monthly recurring costs vs. one-time fees (like application fees). It makes quoting our prospects confusing and ineffective.
I can see how this will be a great tool once fully operational, but there are too many restrictions at the moment.
We require the same. I love that HubSpot is taking on this project, but I agree with all that @paytek_haley stated. As a b2b consulting company our proposals, normally have multiple options and directions a client can choose. And a mix of one-time, recurring, down payments, multiple payment options, etc. So having a built-in solution that can handle all of these use-cases would be valuable to the average b2b business.
I also noticed that the e-signing feature doesn't automatically send the signer a copy of the signed document. Doing so would be nice. Or, having a way to automate that from HubSpot would be even nicer so that we could customize the delivery email and onboarding accordingly.
@MDW It seems this initial topic "Customize Quote template/appearance" has taken a tangent away from the subject to focus more on pricing tiers and i don't feel that implmenting pricing tiers is the same as customizing the quote template... Hmmm....
@KChelsberg, you may be correct. However, it doesn't matter how good the template appearance is if you can't communicate the investment clearly. It would require users to still turn to third-party software that offers more customized pricing models. I believe that most of the businesses commenting want a quote/proposal solution that allows them to communicate their value, investment for that value, all while staying on brand.
But I could wrong, but I believe that want people are asking for.
We are a Hubspot Gold Partner based in France and Singapore. We did multiple projects using customs quotes including the possibility to customise the design as well as separate the services and the hardware products for example.
If your requirements are simple like that, we would be glad to discuss about it and help the Community for Free (if you guys are reasonable ^^)
Feel free to PM me and we can see how we can help you all!
Custom quote functionnality is pretty awesome! Thanks @hubspot
Hi Ethan, a few weeks back you mentioned putting the finishing touches on the Modern theme. I only see the Bold and Minimal in my panel available for editing. Is this something I should ask my customer rep about, or is it still in development?
Yes, that would be awesome indeed. The existing quotes tool is a little limited in regards to our products as well as customization within the tool itelself (columns, templates, information displayed). I firmly believe a custom quote tool would be the perfect addition to cover all the other cases.
Agreed! We'd like to have the option to adjust the properties that are on this proclamation pretty comprehensively, so it can unequivocally reflect our current referring to plan. Without explicit fields like the customer number which we produce here, there's no sense in using these assertions, as we'll really have to offer a second expression that gets the sum of the information which is appropriate to us.
As a Platinum Partner, we made numerous custom quotes for our customers covering those needs as the standard templates are lacking customisation regarding look&feel as feel as custom rules (manages optiosn etc).
The "Custom Quotes" function is only available for the Super Admin user role. Other user groups cannot change quotes. Please include this point in the further development of the beta version. Thank you.
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