How to Edit HubSpot Quote Templates – Create a Rich Text Line Item Product Description

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Want to add a HubSpot rich text property to the product description line item in a HubSpot sales quote?

In this video, I demonstrate how to customize a sales quote template to support rich text for a product description. The default product description property is multi-line and does not support bullets, links, and other rich text features. I show the steps I took to swap out the default field with a new one by creating new property and applying it to a custom HubSpot quote theme.

Need help customizing your HubSpot quote templates?

Custom HubSpot sales quote template development

In this HubSpot CMS tutorial you’ll learn:

  • 0:48 – Add a new rich text property to the product CRM object
  • 2:37 – Default HubSpot sales quote do not see this new property
  • 3:12 – HubSpot CMS developer to add custom CMS quote theme
  • 3:30 – Modify the line_items_table module to recognize new rich text property
  • 4:15 – Create a new custom quote template and update the line items module properties selected
  • 5:05 – Add bullet and link text and then test the results

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Written by: Jake Lett
I share digital marketing tips and HubSpot tutorials to help marketers and business owners grow their business.

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