Sales Hub Tools

KAgosta
Participant

contracts from quote templates and/or third party contract software suggestions

Are there any potential updates to the current list of templates?

 We need to create a contract for corporate sponsorships. The quote template is too limited as it is designed. If not, are there any recommended contract software vendors?

We're also looking at using a contract template in email messages as a workaround.  However, this is plan b if all else fails to meet our needs.  

Thanks,

Kathy Agosta

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kvonloesecke
Community Manager
Community Manager

contracts from quote templates and/or third party contract software suggestions

Hi @KAgosta,

 

Thank you for your feedback regarding quote templates. 

This help article has the most up-to-date information on how to build a quote template and the template options in HubSpot. 

 

If you are looking for more customization options, you might want to consider building a custom quote template with the help of a developer. Please note that you can create custom quote themes and templates with any HubSpot subscription, including CMS Free, but your account will need Sales Hub Professional or Enterprise to use those templates for their quotes.

 

As for contract software vendors, are you looking for an integration that could be used with HubSpot or a separate software?  

 

Thank you!

 

Best,

Kristen


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