Last updated: November 15, 2021
|Sales Hub Professional, Enterprise|
You can create a custom quote template that your team can select when creating a quotes to send to prospects. With editable modules, you can customize the template’s design and content to match your business’s needs.
Please note: to use custom quote templates, you must have super admin permissions.
If you were using the proposals beta, you will need to migrate to quotes templates in the design manager. Learn more about how to migrate in HubSpot's developer documentation.
To create a new quote template:
Your team can now select the custom quote template when creating a quote.
After publishing your quote, learn how to share your quote with your contacts.
You can hide the standard quote templates so only your custom quote templates appear in the dropdown menu when a user is creating a quote.
When a user creates a quote, only the custom quotes and unhidden standard quote templates will appear.
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