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CHaniger
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Quoting in HubSpot

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I am trying to get my sales team into HubSpot for quoting. Unfortuantley, we need features on our quote that does not seem avialable in hubspot. For example, things like ship date, stage date, rental end date and more. 

 

Is it possible to hire someone to code new tempaltes in hubspot. I would think we would need to update and create new properties, but it looks like there is a limit in on the amount of properties we can add to a quote? Does anyone have any feedback or suggestions?

 

Thank you for any direction, 

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Jonas_De_Mets
Solution
Top Contributor

Quoting in HubSpot

SOLVE

Hi @CHaniger,

Are these quotes linked to deals?
If yes, you can easily insert (custom) deal properties (ship date, stage date, end date) in your HubSpot quote templates: https://knowledge.hubspot.com/quotes/create-custom-quote-templates

Jonas_De_Mets_0-1707853379501.png

 

It doesn't seem possible to create custom quote properties to capture the properties you listed.
I logged an idea for this in the community: https://community.hubspot.com/t5/HubSpot-Ideas/Create-custom-properties-for-quotes/idi-p/922116#M168...

 

Hope this helps!

Best regards,
Jonas De Mets
HubSpot Revenue Operations & Co-Founder @ Koalify 

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Jonas De Mets
RevOps & Co-Founder @ Koalify

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2 Replies 2
Jonas_De_Mets
Solution
Top Contributor

Quoting in HubSpot

SOLVE

Hi @CHaniger,

Are these quotes linked to deals?
If yes, you can easily insert (custom) deal properties (ship date, stage date, end date) in your HubSpot quote templates: https://knowledge.hubspot.com/quotes/create-custom-quote-templates

Jonas_De_Mets_0-1707853379501.png

 

It doesn't seem possible to create custom quote properties to capture the properties you listed.
I logged an idea for this in the community: https://community.hubspot.com/t5/HubSpot-Ideas/Create-custom-properties-for-quotes/idi-p/922116#M168...

 

Hope this helps!

Best regards,
Jonas De Mets
HubSpot Revenue Operations & Co-Founder @ Koalify 

Did my answer help? Please "mark as a solution" to help the community.

Jonas De Mets
RevOps & Co-Founder @ Koalify

Connect via LinkedIn


Did my reply help answer your question? Please mark it as a solution.

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Lucila-Andimol
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Quoting in HubSpot

SOLVE

Hey @CHaniger 

if you are looking to develop your own quote template we can help you. 
this will give you the flexibility to add the information you need in the quote.

You can schedule a quick call with Martín here.

 

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

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