Last updated: April 12, 2022
|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.
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.
To create a new quote template:
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.
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.
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.
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.
When a user creates a quote, only the customized quotes and unhidden standard quote templates will appear.
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