Hi everyone! I’m searching for a solution to customize quotes wich is fully integrated with HubSpot data and pipelines. I basically need to (1) customize quotes templates and (2) automatically use certain templates to generating the quotes depending on the customer tier or cluster. Till now I’ve found pandadoc.com and qwilr.com as potential solutions: do you have any new suggestions?
p.s. I’m writing this because, if I’m not wrong, the quote customization tool is still in beta in HubSpot and the beta is not open now
I think you already have your best answer. Today PandaDoc ore Qwilr are more capable specialised platforms that will let you do more than native HubSpot can accommodate today.
You mentioned customising the template and also selecting certain templates based on criteria, so today I think Pandadoc is best suited for this, paired with Zapier.
Use Zapier to choose the correct template; create the document you need; customise it by populating the variables from HubSpot properties; then send it for you with a custom message.
Other zaps can update HubSpot deal, company etc. when the document is signed or expires.
Hi @natsumimori , thank you for tagging me in, and Apologies for the late response.
So @Ignazio So the quote customization tool is in beta, but you can request it to be enabled in your portal and start using it, we are using it with customized templates. But as the quote create API is not done yet, you can't automatically select the template, instead you have to select the template manually in the first step and then create it. About line item discount, I suppose yes you can do this using custom workflow action or via executing the code in the workflow. Please feel free to reach out to us, if you need any help in Quote template design in HubSpot. Hope this helps!
I know this thread is a bit old but I wanted to say hello in case I could help.
We have released an App on the HubSpot Marketplace that does exactly this. It takes information from Deals and associated objects (like line items) and places them into a Google Doc or Slides file, then saves the link to the file back into HubSpot (inc PDF). You can check it out here: https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/portant-1323181
You can have multiple different workflows that generate different types of quote documents and they can be created automatically from deal stage or manually from the Deal Card.
It also works with loads of other HubSpot data and has eSignatures built in.
Hi @HubDoPete and thank you so much for your advises!
Just one more question: do you think is possible to change via API the line item’s discount in a deal? If I’ll be able to do this through the workflow code action, i could be able to do everything without Zapier.
I think you already have your best answer. Today PandaDoc ore Qwilr are more capable specialised platforms that will let you do more than native HubSpot can accommodate today.
You mentioned customising the template and also selecting certain templates based on criteria, so today I think Pandadoc is best suited for this, paired with Zapier.
Use Zapier to choose the correct template; create the document you need; customise it by populating the variables from HubSpot properties; then send it for you with a custom message.
Other zaps can update HubSpot deal, company etc. when the document is signed or expires.
Hi @natsumimori , thank you for tagging me in, and Apologies for the late response.
So @Ignazio So the quote customization tool is in beta, but you can request it to be enabled in your portal and start using it, we are using it with customized templates. But as the quote create API is not done yet, you can't automatically select the template, instead you have to select the template manually in the first step and then create it. About line item discount, I suppose yes you can do this using custom workflow action or via executing the code in the workflow. Please feel free to reach out to us, if you need any help in Quote template design in HubSpot. Hope this helps!