Customize Quote template/appearance

CCIlumia

Hi!

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

Thanks

HubSpot updates
Apr 29, 2021

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

Apr 29, 2021

@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.

Status updated to: In Beta
Apr 29, 2021

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.

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.

382 Replies
ingramleedy
Contributor

Yes, customized quote templates and product property customization.

bradytraeder
Contributor

Agreed. Needs more customization 

bradytraeder
Contributor

agreed

Svenvanophem
Participant | Gold Partner

This is a really important missing feature. It's very important to being able to customize quotes. 

rowanreid
Participant | Elite Partner

agree

Mark1
Contributor

This is a key must have feature.

SalesIsScience
Participant

Another hugely important aspect would be adding a retail total line.

 

There is a discount line and total line but no retail total to complete the math for BLUF (Bottom Line Up Front) review.

dhaig
Member

We really need to be able to customize the quote template

scottyb
Member

Yes I can't wait until this is lice

jj12stars
Contributor

We like the esign feature, but we would like to have some additional fields within the quote that the customer has to fill out before their signature is accepted. For example, we need some information about who will be in charge of installing our equipment, among other things. 

TrueJustice
Participant

Would like to edit Company properties showing on qoute,

In sweden we need organisation number to make it legal.

Also a bottom line that can be eddited with invocie numbers,  paragrafs etc 

If we could build our own like a landing page it would be great.

RECIPEmarketing
Member | Platinum Partner

Yes it would be great to have more customisation options available for Quotes as well as Tokens.

We have a customer who is B2C and use "House Address" as the "Company" of their customers (it fits the business services well) and therefore in the quoting tool the "Street address" comes up too many times (Company name and Street Address). Right now we can't remove "Street Address" from the template. We can click on the Contact/Company link on this page to edit the information that shows up and remove the extra street address so it looks cleaner, but then that saves the company also. 

 

The other tool that would be useful is the option to hide columns within the quote from customer view. For example they might calculate that it takes 40hr to complete a stage of the project, but they only want to show the total to the customer not the 40 x hourly rate. They could manually calculate it, but it is quite useful to track and report back (ie we estimated 40hours but it took X).

LucasM
Participant | Gold Partner

Making the quote template customizable would be very beneficial in ensuring that all signed quotes are legally binding. We have our terms of service on our website and being able to have a fixed section on all agreements that states that the customer agrees to be bound by the terms of service would go a long way to ensuring all agreements are good. 

 

Example

 

Purchase Terms

{{ Current Purchase Terms section for user enterable information }}

{{ Company.Name}} agrees to be bound by the terms and conditions outlined at {{ Purchase Terms section configurable under ADMIN > SALES > PRODUCTS & QUOTES > QUOTES > ToS }}

 

Example Completed

 

Purchase Terms

This is a one-time agreement for non-subscription based services.

 

Company XYZ agrees to be bound by the terms and conditions outlined at https://www.domain.com/tos

LucasM
Participant | Gold Partner
kcmdm
Member

Hi, 

We need to create our own quote template and save it. It would be fine to have an editor and save some elements (Tax, notes, payment informations…)

My sales team need to save time and change only few informations (product and contact).

Many thanks !

Hamptel
Member

We DEFINITELY need a more customized quote template for our sales team...Come on Hubspot!

gcastelain
Participant

We are a group of 5 companies, and have been using Hubspot Marketing Enterprise for about 2 months. We were very surprised - chocked, really - to realize we could not customize the quotes for each of our companies, which makes it absolutely useless to us.  Needless to say that given the cost of a brand domain, this is a major problem for us.

 

Like it's been mentionned by other users, we also need to be able to add a few information (company registration number, Terms & Conditions...) in order for the quotes to be legal.

bglick-chainio
Member

100% agree that this is needed.  

 

We cannot use this without having space to add our terms and conditions and make it brand appropriate.

am_23
Participant

As a sales exec, I'd like to be able to create a quote that automatically pulls information that I've logged in various fields in the Hubspot deal, company (or contact) - or vice versa. For instance, if a quote is set for 36 months, with a 20% discount, I'd like to have that information reflected in the quote & on the deal. I don't mind whether this information is inputted on the deal or on the quote. Additional fields on the quote such as date on which billing will start are also required.

 

I'd also like to be able to insert some standard wording into the quotes, e.g. links to our terms & conditions.

 

I would also like for the customer to be taken through to make payment via GoCardless / Chargebee once the quote is signed.

jht301
Member

I'm going to +1 this idea. For us, all it would really need to be is the email editing with a nice logo on the top and the signature options. Plus the ability to save templates.