HubSpot Ideas

CCIlumia

Customize Quote template/appearance

Hi!

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

Thanks

Mises à jour HubSpot
Statut mis à jour : 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.

Statut mis à jour : 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.

Statut mis à jour : 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?

Statut mis à jour : 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.

433 Commentaires
JSpini
Membre

Hi, i need to add new columns to quote, but i need to see particular proprieties that i created before on product information, i added 2 new colums (star date and finish date) but i can't connect them with proprieties created, and when i download quota there's nothing.

SKluge
Contributeur

@velliott 

I just made some quote templates.  I have some standard language that I would like to be included on all templates + any required snippet depending on the deal.

My snippets on quote templates in the purchase term area are not populating on the quote itself.

Any advice?

aliciainsure
Membre

Hello,

It is possible already to add attachments to a quote? 

Out pricing is based on hourly worked hours during a month and I need to add a attachment because this is different for each customer

SWilsonA4u
Contributeur de premier rang
Would you be able to just have a line item of Hourly Work with a rate assigned to it, say £30 per hour. Then on the quote you just change how many hours you want to quote for and that will total the charge.
ProsperoChris
Membre | Partenaire solutions Diamond
The short answer is Yes you can. Just create your Hourly Work Rate as a Product within HubSpot. Then when you create the quote select the product and the Quantity will be the number of hours worked and give you the total value.
aliciainsure
Membre

Perfect, that great!

JWilliams32
Membre

I completely agree! If we can alter the properties of this statement fairly broadly, our current citing design will be exactly mirrored. There's no sense in using these statements without specific fields like the client number that we produce here; instead, we'll need to make a second statement that catches all the relevant data.

SFord8
Membre

Hello, I'm trying to add two new columns to a quote, but I need to see particular properties that  I created in the product information. I've created two new columns (start date and finish date), but I can't link them to the properties created; when I download the quote, there's nothing there either.

 
 
 
BrookeH
Membre

Really wish there was a way to move sections around (like modules) and remove any field you don't want (i.e. I want signatures higher in the doc and I don't want to require payment for some instances). Current structure is very limiting. 

BLaRosa
Contributeur

I'd love to find a solution that forces a tax (10% GST in my case) to always be applied before the total.  Any ideas?

DChesnick
Participant

Delivered poorly... it offers the level of customizability you might expect 20 years ago.

sskias-ink
Participant

There is an issue when adding the Product URL to a product listing in a quote. We have customized the Flow quote / proposal template and added the URL as one of the columns to the listing. (image attached).

 

Screenshot 2023-08-08 at 1.53.25 PM.png

 

However, when the quote is actually created, the URL displays as plain text. 

 

Screenshot 2023-08-08 at 1.58.03 PM.png

 

This was reported in another thread in 2021 which got closed and redirected to here. 

 

Is there a reason why the URL does not work and is there an acceptable workaround? 

 

We are simply looking to provide a list of products that the client has requested with the Product Name, Description, and URL Link to Product Documentation. 

 

 

vanessahunt
Contributeur de premier rang | Partenaire solutions Platinum

Hi there! I have a client who'd like to be able to 'group' their Products on the Quote template by the standard Type field. It would be amazing if this were built into the standard templates by default 🙂

 

Is that anywhere on the cards, please? Thanks in advance, HubSpot!