Create and use customized quote templates

Depending on your HubSpot subscription, you can customize quote templates as follows:

• In Sales Hub Professional and Enterprise accounts, users with Super Admin permissions or Manage quote templates permissions can create and edit customized quote templates that can then be used when creating quotes. With editable modules, you can modify the template’s design and content to match your business needs.
• Using HubSpot's free or Sales Hub Starter tools, you can edit the theme settings applied to the default quote templates included in your account, but can't create customized quote templates.
• Within all HubSpot subscription plans, you can use the design manager to create and edit quote templates. But, a Sales Hub Professional or Enterprise subscription is needed to use the templates for creating quotes. Learn more about developing a custom CMS quotes theme in HubSpot's developer documentation.

Create a customized quote template (Sales Hub Professional or Enterprise only)

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'll be saved as a new template, leaving the default template in its original state.

No-code customization

Below are some common examples of customizations you can make without coding, when a template is using one of the default CMS templates:

• Adding text or personalization tokens from contact, company, deal objects to quote (e.g., a VAT number, either as text or as a deal-property).
• Adding default terms and conditions (which can be protected from editing during quote creation).
• Editing logo, fonts, and colors.
• Hiding modules.
• Removing a column from the line items table, or adding a column.
• Removing the Total or Subtotal sections from the line item table.

Customization requiring a developer

Below are some common examples of things it's not possible to customize with the no-code template editor, but are possible if a developer creates a custom CMS template for quotes:

• Creating a custom template from scratch.
• Adding or removing modules to the template.
• Adding a column to the line item table for a custom product property.
• Having a personalization token pull in multiple values (e.g. a line item token will pull in the value of first associated line item).
• Automatically adding line items to a quote.
• Automatically adding taxes, fees, or discounts to a quote.
• Creating multiple line item tables.
• Adding sections to the line item table (e.g., if selling software and hardware, having all the software in one section and all the hardware in another section).
• Customizing the subtotals or total.
• Hiding the e-sign module.

Create a customized quote template with the no-code template editor

Before proceeding, ensure the user who's creating a customized quote has Super Admin permissions. To create a new customized quote template:

• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar menu, navigate to Objects > Quotes.
• Click the Quote templates tab.
• Click Customize quote template.
• Hover over the template you want to start with, then click Choose.

• At the top, click the edit pencil icon and enter a name for the quote template.
• To edit the module content, in the left panel, click a module and edit the module contents.

Please note: when using personalization tokens in a quote, HubSpot will not render them dynamically. Instead, the token is rendered at the time of publishing the quote, and will not update upon signing. For this reason, you should not use personalization tokens for properties that are updated after a quote is published, including: Payment status, Payment date, e-sign date, and e-sign completed signatures.

• To edit the line items table, click the Line items table module:
  • To rearrange the order of the line items properties, drag and drop the properties 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.

• 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.

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.

• Click the Settings tab.
• To set a default domain for the quote template, click the Domain dropdown menu.
• To select a default language for module titles and labels in the template, click the Language dropdown menu. Keep in mind that any customized content you've already included in the template will be removed when changing the language. In the dialog box, click Remove content.

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.

• Depending on the language you select, you can also set the default locale to format dates and addresses in. Click the Locale dropdown menu and select a locale.

• To edit the color, font, button, and banner styles, click Edit theme settings. 
  • To edit the global colors used in the quote theme, click to expand the Global colors section. You can also edit the button colors or banner text colors by clicking to expand the Button settings or Banner settings section. Set your color by entering a hexadecimal value, or by clicking the color picker. 
  • To edit the global font used in the quote theme, click to expand the Global fonts section, then click the dropdown menus to select a font. 
• To edit the template in the design manager, click Edit CMS template.
• When you're done customizing your quote template, click Save.

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.

Manage quote templates

Super Admins can manage existing default and customized quote templates in the quote template settings, including cloning, deleting, and creating new quotes from a template.

If using HubSpot's free plan or Sales Hub Starter, Super Admins can edit the theme settings of the default quote templates included in the account. If using Sales Hub Professional or Enterprise, Super Admins can edit the default quote templates, and the customized quote templates in the account:

• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar menu, navigate to Objects > Quotes.
• Click the Quote templates tab.

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:

• Preview: view what a quote created from the template would look like.
• Edit theme: edit the template's theme. The default templates use the same theme, so any changes made will affect all three templates.
• Use template: create a new quote from the template.
• Hide in quotes: prevent the template from appearing as an option when creating a new quote. You can later switch this back by selecting Show in templates in the dropdown menu.

• Edit: edit the quote template. In the template editor, you can also edit the template's theme in the Settings tab.
• Clone: create a copy of the quote template.
• Use template: create a new quote from the template.
• Hide in quotes: prevent the template from appearing as an option when creating a new quote. You can later switch this back by selecting Show in templates in the dropdown menu.
• Delete: delete the template.