Sales Hub Tools

BGatsik
Member

Customizing Price Quotes

SOLVE

We need to add some permanent text to every Price quote we send out.   How do we do this?   I don't see any options on how to have a block of text added to our Price Quote template.

 

Also would like to know how to attach another document to each price quote, as we have sales collateral we need to send out with each quote.

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Phil_Vallender
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Customizing Price Quotes

SOLVE

Hi @BGatsik 

 

If your requirements can't be achieved with the 'comments to buyer' or 'purchase terms' fields of the standard quote tool, then I recommend you look at the custom quotes template beta. If you can get access to this beta, and have a HubSpot developer to assist, you can customise the standard content of your quote tempalte and bring additon properties from the contact etc:

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

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Phil_Vallender
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Customizing Price Quotes

SOLVE

Hi @BGatsik 

 

If your requirements can't be achieved with the 'comments to buyer' or 'purchase terms' fields of the standard quote tool, then I recommend you look at the custom quotes template beta. If you can get access to this beta, and have a HubSpot developer to assist, you can customise the standard content of your quote tempalte and bring additon properties from the contact etc:

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies