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Products & Quotes

Create and use customized quote templates

Last updated: April 12, 2022

Applies to:

Sales Hub Professional, Enterprise

You can create a customized quote template that your team can select when creating quotes to send to prospects. With editable modules, you can modify the template’s design and content to match your business’s needs.

If you require more customization, users in a Marketing Hub Professional or Enterprise or CMS Hub Starter, Professional or Enterprise account can use the design manager to create templates from scratch or make edits to the coded template. It is recommended to work with a designer on your team or someone who is proficient in HTML, CSS, and JavaScript to make edits. For additional resources, refer to the HubSpot's developer documentation on CMS quotes themes.

Please note: to create and edit customized quote templates, you must have super admin permissions.

If you were using the proposals beta, you will need to migrate to quote templates in the design manager. Learn more about how to migrate in HubSpot's developer documentation.

Create a customized quote template

To create a new quote template:

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Objects > Quotes.
  • Click the Customized quote templates tab.
  • Click Customize quote template.
  • Hover over the template you want to use and click Choose.

choose-quote-template

  • At the top, click the edit pencil icon and enter a name for the quote template.
  • To edit the modules content, in the left panel, click a module and edit the module contents.
  • To edit the line items that appear, click the Line items table module:
    • To rearrange the order of the line items, drag and drop the line items to another position.
    • If you don't want the subtotals, fees, or totals to appear on the quote, clear the checkboxes next to the value.

edit-line-items-on-custom-quote

  • Continue to navigate the editable modules in the left panel, making changes to the images, text, and headings included in the quote template. On the right, access a preview of your changes.

Please note: when editing the Comments or Terms module, do not delete the Terms or Comments to buyers tokens that appear in these modules. If the tokens are deleted, any text that your users include in these modules in the quote editor will not populate on the published quote.

navigate-custom-quote-modules

  • Click the Settings tab.
  • To set a default domain for the quote template, click the Domain dropdown menu.
  • To select a default language for module titles and labels in the template, click the Language dropdown menu. Keep in mind that any customized content you've already included in the template will be removed when changing the language. In the dialog box, click Remove content.

Please note: content added to the quote template in a rich text module will not be automatically translated. Sample data will also not translate in the template preview.

  • Depending on the language you select, you can also set the default locale to format dates and addresses in. Click the Locale dropdown menu and select a locale.

language-locale-custom-quotes

  • To edit the CMS quotes theme settings, click Edit theme settings.
  • To edit the template in the design manager, click Edit CMS template.
  • When you're done customizing your quote template, click Save.

Your team can now select the customized quote template when creating a quote. After publishing your quote, learn how to share your quote with your contacts.

 

custom-quote-template-used

Manage custom quotes

After creating customized quote templates, you can delete and clone the templates in your settings. You can also hide the standard quote templates so only your customized quote templates appear in the dropdown menu when a user is creating a quote.

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Objects > Products & Quotes.
  • Click the Customized quote templates tab.
  • To clone or delete the customized quote template, hover over the template and click the Actions dropdown menu, then select Clone or Delete.
  • To hide a template, in the Standard quote templates section, hover over the standard templates and click Hide in quotes.

hide-in-quotes

When a user creates a quote, only the customized quotes and unhidden standard quote templates will appear.

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