I am looking to add pictures to the products that you can put on quotes. I like the idea of being able to close deals right from HubSpot, without having to go into my inventory management system, pull products, create a quote there, save as a PDF, and upload into HubSpot.
Our products are very visual, so pictures would be so, so valuable, and really make quotes stand out. If you also would like to see this feature, please upvote!
Hi all, Tori here. I’m excited to announce that adding product pictures to quotes is now supported in our new Customized Quote Templates tool.
Users can customize our default quote templates in our no-code editor to add product images in our rich text or line items modules that pull right from your product data. Alternatively you can work with a developer to create custom modules that best showcase your product images.
To learn more about our Customized Quote Template tool, click here.
Hi @ParkerShort. Thanks for the feedback, it is very helpful. As you pointed out, images, while supported, leave something to be desired from a bulk management and hosting perspective. I don't have an any update or immediate plans for this but will keep you posted if anything changes.
Hi all - My name is Tori and I am the Product Manager taking over ownership of our quotes tool. I know it has been a little while since we've provided an update on this idea. Some exciting news, this feature is now in Open Beta as a part of the Custom Quote Templates beta. This beta will allow admins to add product images to custom quotes templates in a few ways.
This is a fairly new feature for us. Any feedback you have on it would be greatly appreciated.
Here is a a little more information about the Custom Quotes beta.
What does this mean?
Beta participants can create custom quote templates using our default templates or templates created for them by a developer. These templates can then be used by sales reps in the quote wizard.
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
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 firstname.lastname@example.org.
Thank you all for your patience here. We appreciate your feedback!
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