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BETA

Create and use custom quote templates (BETA)

Last updated: November 15, 2021

In Beta

Applies to:

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.

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 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.

Create a custom 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 > Products & 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.

navigate-custom-quote-modules

  • To edit the domain, theme settings, or template, click the Settings tab. 
    • To set a default domain for the quote template, click the Domain dropdown menu. 
    • 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.

Use the custom template to create a quote

Your team can now select the custom quote template when creating a quote.

  • In your HubSpot account, navigate to Sales > Quotes.
  • In the top right, click Create quote.
  • Click the Associate with a deal dropdown menu and select a deal.
  • Click Next.
  • Click the Quote template dropdown menu and select the custom quote template.
  • The quote's domain is set by the quote template you selected. By default, the content slug uses a unique date and quote ID and does not need to be customized, but you can edit the page slug in the Content slug text field if needed. 

select-a-custom-quote-template

After publishing your quote, learn how to share your quote with your contacts.

custom-quote-template-used

Manage custom quotes

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.

  • 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.
  • 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 custom quotes and unhidden standard quote templates will appear.