Youcan 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 access to this closed beta and be a super admin in either a Marketing Hubor CMS Hub Starter, Professional or Enterprise account and a user in a Sales Hub Professional or Enterprise account.
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 iconsettings in the main navigation bar.
In the left sidebar menu, navigate to Objects > Products & Quotes.
Navigate to the Quote templates tab.
Click Create quote templates.
Hover over the template you want to use and click Choose.
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.
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.
When you're done customizing your quote template, click Save.
If you only want you custom quote templates to appear in the dropdown menu when a user is creating a quote, on the Quote templates tab in the Standard quote templates section, hover over the standard templates and click Hide in quotes.
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 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.