Custom Quoting

Occasional Contributor

Hi All


I've been trying to search for a potential solution for a couple of days, but I'm not getting anywhere.


I need to find a solution to quoting based on the following aspects.


  • Ability to customize look and feel of the page.
  • Discount (Percentage and/or Absolute values) per line item
  • 2 Discount Field (Partner Discount and Client Discount, only applicable on Renewal quotes)
  • Discount on quote total
  • Multiple layouts of quotes (for different Currencies) 
  • Ability to quote in multiple currencies with ROE spot check. (i.e. USD/ZAR @ 14.00, USD/EUR @ 1.50)*
  • Auto apply a discount if Period = 3 (Discount formula driven)
  • Export quote as PDF

We've been looking at PandaDocs, but it lacks the support to Convert USD into other currencies.


If anyone knows of a potential solution before I go ahead an design my own from the ground up, I'd highly appreciate it.




6 Replies 6
HubSpot Employee

Hi @grantduke,


See below some insights for you:


1. You can customise the Company information, logo and color of a quote through Branding Tab in Account Defaults in Settings. In addition to this, there are 2 templates to currently choose from when building a quote. The original, standard quote template and a basic more 'invoice style' template. See below screenshot for guidance. Right now these are the only options for customization. 
Screen Shot 2019-06-12 at 6.38.55 PM.png
2. Right now you cannot add a discount per line item, you can only add a discount to the quote total.
3. Currently, there is no functionality to add or have two separate discounts fields.
4. It is possible to apply a discount to the quote total. See below screenshot for guidance.
Screen Shot 2019-06-12 at 6.42.18 PM.png
5 & 6  Currently, it is not possible to have multiple layouts of quotes. However to manage different currencies on quotes you can add multiple currencies to a HubSpot portal. Once the currencies are added, every time you create a deal for a quote in HubSpot you can select the relevant currency. The currency on the deal will be them be used in the quote associated with the deal. So if a deal is in British Sterling the quote will be the same currency.
7. Currently, there is no ability to auto apply discounts to quotes.
8. You can download a quote in app in PDF format. See below screenshot for guidance
Screen Shot 2019-06-12 at 6.56.20 PM.png
In addition to this, you can also export PDFs of all the quotes that have been published in a portal. See details linked here.
We hope this helps!
New Contributor

Is there a way to preset that purchase terms with default terms and conditions? We currently had to create like 5 sippinets and insert them one at a time, but this leave so much room for human errors and etc.

HubSpot Employee

Hi @jenma34,


Thanks for your question!


At the moment, it looks like the most effective way of adding terms to a quote is through the Snippets feature – just like you're doing it today. Each snippet has a 500-character limit, so I can see why this might require more than one snippet as T&C can be lenghier than that.  For that reason, it might be useful to create a dedicated folder within the Snippets tool to save all your quote-related snippets for easier retrieval. 


A potential solution that you might want to explore as well is adding the link to your company's T&Cs in one single snippet. That way your customers will be able to clink on the link from the quote directly and view your T&Cs as hosted on your website.


Lastly, if you're a Sales or Service Hub Enterprise user, another solution could be to use a Playbook to save your T&Cs there. This would allow for you to view and copy the full T&Cs at once directly from your HubSpot portal.


I hope this helps!


Thank you,




Occasional Contributor

Hi @DavidChaves 


Is there any planned development to increase the functionality of the quote tool, as we ended up using PandaDoc to create quotes and proposals.




Occasional Contributor

Hey David, thanks for your guidance.

Any news about incorporating in Quotes in 2020

  • T's&C's
  • %rates for VAT ?

Thanks in advance


Regular Contributor

In regards to point 2, you can add discounts to each line item, see below. 


This will create text displaying "$200 discount" in this example next to the line item, strike through the original price, create a new price at the lower rate, and appropriately reduce the total.