Quotes Pricing Templates

Pricing or Quote templates would be excellent for reducing time and potential errors in creating quotes.


How this would work

When adding a quote:

  • Have the option to select from a Quote template
  • Quote text fields are populated from the template
  • All products including template pricing, descriptions, units, discounts, tax, etc are added to the Deal and quote



4 Replies
Occasional Contributor

Yes this would be phenomenal!  Adding each product every time we create a quote is very time consuming and leaves room for error.  As a construction company, our quotes would involve around 20 products per trade. For instance, a roof quote might include 20 items to build the roof.  


So being able to add a quote template for a roof order would automatically generate all 20 products included in that quote, then we simply adjust the quantities and unit price if needed.


Being able to combine multiple quote templates into a single "Master quote" would be pure gold.  So if we had a siding order, roofing order, and windows, it would be nice to have one quote for all (since its a single contract) rather than three approved quotes.  Building a quote by every line item would take a ton of time for multiple trades and our reps would need to recall every line item for different manufacturers.


Ideal Solution:

Step 1 - Build New Quote

Step 2 - Select Multiple Quote Templates, which would be divided into sections on Master Quote


This feature would allow us to get rid of our current Production CRM (not Hubspot) entirely! Right now we are using two CRMs because of the order building/estimating feature on our second CRM.  Its always been a dream to consolidate to one system!  

Regular Contributor

It would be nice to have a quotes template available for the standard product lines and the ability to go back to specific areas of the form directly instead of having to keep pushing the back button to reach the correct page that requires modification.

Occasional Contributor

My Sales people would be thrilled if the quote included the propert terms and conditions for demos or sales based on which template they chose.


It would also help keep all of my sales people consistent in how the quotes look.

New Member

This would really help us to create quotes that utilise the company branding and styling far better than the current options. The current options are very limited for what we are trying to achieve.