Sales Hub Tools

JesseP
Member

Adding T's&C's to quotes

SOLVE

I have a startup company in the SAAS sector for the recreation management industry.  We have our standard contract terms and conditions that need to be signed with the quote.  I am currently using HS Quoting tool with the e-sig.  What are you all doing to add the contract to the quote?  Our stand t&Cs are like three pages long from our attorney.  Any help would be greatly appreciated!

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1 Accepted solution
Josh
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Adding T's&C's to quotes

SOLVE

Hi @JesseP,

 

Using a custom quote template is the best solution for lengthy T&Cs when using HubSpot quotes.

 

For smaller sets of terms, we've used snippets to populate the editable box as needed, but that gets messy for anything longer than the basics.

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer

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2 Replies 2
Jake_Lett
Guide | Partner
Guide | Partner

Adding T's&C's to quotes

SOLVE

I know this is an older post but I wanted to share an article I wrote to help anyone finding this question in Google Search. The article covers three different ways you can add terms and conditions to a HubSpot quote and the pros and cons of each approach. 

 

https://bootstrapcreative.com/how-to-add-your-terms-of-service-or-conditions-to-a-quote-in-hubspot/

Josh
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Adding T's&C's to quotes

SOLVE

Hi @JesseP,

 

Using a custom quote template is the best solution for lengthy T&Cs when using HubSpot quotes.

 

For smaller sets of terms, we've used snippets to populate the editable box as needed, but that gets messy for anything longer than the basics.

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer