BETA

Create and use custom quote templates (BETA)

Last updated: May 6, 2021

In Beta

Applies to:

Sales Hub  Professional, Enterprise

Users with Super admin permissions can create a custom quote template that your team can select when creating a quote to send to a prospect. 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 Marketing Hub or CMS Hub Professional and Enterprise accounts with Edit code templates & modules permissions can create templates from scratch or make edits to the coded template in the design manager. 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: 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 icon settings in the main navigation bar.
  • In the left sidebar menu, navigate to Objects > Products & Quotes.
  • Click Quote templates.
  • Click Create quote templates.
  • 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.
  • In the left panel, click a module and edit the contents of the module.

edit-custom-quote-modules

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

select-modules-to-edit

  • 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.
  • To select a custom domain for the quote's URL, click the Domain dropdown menu and select a domain. By default, the content slug uses a unique date and quote ID and does not need to be customized.

select-custom-quote-template

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

custom-quote-template-used