Hey Guys, Amazing work on the new Quotes feature!!! Wowzers inspector gadget stuff indead!!
Could we please look at adding Custom URL's to the quotes section. So the ability to create a Primary Subdomain for quotes and while you're at it for meetings too?
Hi all, Tori here. I’m excited to announce that custom urls for quotes are now supported in our new Customized Quote Template tool.
Users can connect a custom domain in settings > websites > domains and urls. Once a custom domain is connected, users can associate a domain with a quote template in a customized quote template's settings.
To learn more about Customized Quote Templates, click here.
Hi all - My name is Tori and I am the Product Manager taking over ownership of our quotes tool from Ethan. I know it has been a little while since we've provided an update here. We do have some exciting news to share, this feature is now in Open Beta as a part of the Custom Quote Templates beta. This beta will allow admins to set a custom domain or HubSpot provided staging domain per custom quote templates.
Here is a a little more information on the Custom Quotes beta.
Who is eligible for the beta?
All Sale Pro and Enterprise portals are eligible to join the beta.
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.
Thank you all for your patience here. We appreciate your feedback!
Hey folks - my name is Ethan and I'm the Product Manager responsible for Quotes and the Product Library at HubSpot. I wanted to give you an update on two fronts here.
First, it is now possible to have custom URLs and content slugs for Quotes if you using the beta for creating custom quote and proposal templates using HubSpot CMS.
Second, for folks who have Sales Hub, but don't have CMS or Marketing Hub, our team is also exploring how to provide branded URLs for Quotes and Proposals to you, but we're still in the discovery stage right now. I'll keep this thread updated as we continue working on it.
Would love to see this option! Can set one of the domains for things like files and meetings, why can't I decide what my Quote URL will look like? ie: marketing.company.com/quotes/1234 instead of apps.hubspot.com/quotes/1234
As a salesperson, I need to be able to share quotes with customers using links to our own domain so that our customer's can trust that the documents they are viewing are from our company.
As an enterprise SaaS company providing "backstage" tools for your B2B customers, it would seem in the best interest of HubSpot customers to provide the features that enable your customer organizations to create a cohesive experience for their customers across all aspects of the business development lifecycle.
Would love to see this feature added. For security-focused businesses, especially, their clients will expect to see their domain reflected in the URL of a quote.
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