Last updated: July 11, 2023
Depending on your HubSpot subscription, you can customize quote templates as follows:
Please note: in all HubSpot subscription plans, you can use the design manager to create and edit quote templates. However, a Sales Hub Professional or Enterprise subscription is required to use the templates for creating quotes. Learn more about developing a custom CMS quotes theme in HubSpot's developer documentation.
HubSpot provides a set of three default quote templates that you can use as-is, or create new templates from. When you create a customized quote template, it will be saved as a new template, leaving the default template in its original state.
To create a new customized 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.
In your quote template settings you can manage your existing default and customized quote templates, including cloning, deleting, and creating new quotes from a template.
If you’re using HubSpot's free or Sales Hub Starter tools, you can edit the theme settings of the default quote templates included in your account. Learn more about your subscription limits in HubSpot’s Product & Services catalog.
In the Default quote templates section, you can manage the three templates that come with your account. To view template options, hover over the default template, then click the Actions dropdown menu and select an option:
In the Your customized quote templates section, you can manage previously created customized quote templates. To view template options, hover over the customized quote template, then click the Actions dropdown menu and select an option: