HubSpot Ideas

ilovehubspot

Make quote amounts custom

We work in a service industry where the quotes vary depending on the project details.  Every quote we do is based on sizing, colours, etc. So having only products in the quote doesn't work for our company. It would be great if we could just enter the product information and amount manually for each quote. That way we wouldn't have to do the quotes on a word document but it could be all done within HubSpot.

0 Upvotes
2 Replies
mperry
HubSpot Employee

Hi There!

 

So I 100% agree with you here we need more customisation within the Quotes tool, but it is something we are working on, I don't know if you are aware we currently have a beta: 

Use custom proposal templates with quotes (BETA)

That you might be interested in, that could solve your issue here?

ilovehubspot
Member

Thanks, it's not so much the design, although that's great. It's more so making it so I don't have to select products for the quote. What we do varies by project, so each quote is always different. So having that flexibility where we can add copy and the amount in the template as we are working on a deal, would be great. Is this something that will be happening soon?