Customize Quote template/appearance

Hi!

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

Thanks

HubSpot updates
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.

changed to: In Planning
Sep 18, 2019

Jun 4, 2019

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!

234 Replies
Occasional Contributor

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

 

 

Regular 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.
New Contributor

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

 

New 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.

New Contributor

Hi team, 

 

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

 

 

New Contributor

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.

New Contributor

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

New Contributor

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.

 

 

New Contributor

Yes definitely needed

Occasional Contributor

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.

New 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.

Occasional Contributor

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

New Contributor

Is this a thing that is coming soon? 🙂

New Contributor

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.

Occasional Contributor

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...

 

 

Occasional Contributor

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

Occasional Contributor

UP

New Contributor

This would be ESSENTIAL to my job. My boss was very excited about us switching to Hubspot until he saw the limitations of the quote creation tool. I am loving everything else but starting to feel concerned that he might want us to switch because of this.

New Member

Bonjour,

 

Les devis sont incomplets à nos yeux également.

 

Des informations importantes voire obligatoires manquent pour nos clients :

 

  • Forme juridique de Keetiz SIRET de notre entreprise ;
  • Coordonnées (tél, e-mail de contact/compta) de notre entreprise (et pas seulement de la personne qui est à l'origine du devis).

 

  • Somme globale avec la mention "HT" (hors taxes) ;
  • Mention de la TVA à la suite et non dans autres frais ;
  • TVA calculée automatiquement en renseignant un taux associé au produit et non manuellement ;
  • Mention "Total TTC" (toutes taxes comprises).

 

  • Possibilité de paramétrer des produits à tarif variable (un pourcentage d'une valeur renseignée lors de la création de la transaction par exemple).

 

  • Mention "Devis" sur les nouveaux modèles.
  • Demande de mention "Bon pour accord" ou "Lu et approuvé" lors d'une signature manuscrite.
  • Bloc à part sur les modalités de règlement.

 

 

Occasional Contributor

Customing the quotation template is so important. We should be able to create a quote template under templates. Then be able to add any relevant properties (from the person, company, deal, etc..) and even custom created properties.