Save Time by Keeping Your Contacts, Deals, and Proposals All Inside HubSpot.

Are you looking for a way to transition from Word, Google Docs, or PandaDocs to Hubspot digital proposals? Or do you need the standard template changed to fit your brand or business requirements?

If you require more customization, HubSpot users with a Sales Hub Professional or Enterprise plan can use the design manager to create proposal templates from scratch or make edits to the coded template.

If you are new to HubSpot, this could be used as a business services proposal template to streamline your process and dependence on tools like Microsoft Excel.

hubspot custom quote templates examples jake lett

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Here are some benefits of using custom HubSpot proposal templates:

viewing a mobile friendly sales quote created in HubSpot sales quote tool
  • Optimized for Mobile Devices: Your proposals can be viewed, signed, and paid by your customers on their mobile devices. This drastically speeds up the buying process and avoids having to use third-party e-signature and payment tools.
  • Consistency: HubSpot proposal templates help you to create consistent proposals for all of your customers. This shows that you are a professional and reliable business.
  • Accuracy: HubSpot proposal templates help you to avoid errors in your proposals. This is important because errors can lead to lost revenue and customer dissatisfaction.
  • Efficiency: HubSpot quote templates can help you to save time by automating the proposal creation process. This allows you to focus on other tasks, such as selling and serving your customers.

 

Generate Polished, Branded Sales Proposals Using the HubSpot Quoting Tool

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Use cases for HubSpot custom proposals

  • Business services quote and proposal template
  • B2B services proposal template

Overall, HubSpot proposal templates are a great way to create professional-looking, accurate, and efficient proposals for your customers.

 

My Proposal Template Development Process

  1. Contact me for a short consultation where you show me what you are currently using for proposal and what you would like to create inside HubSpot.
  2. If it makes sense to proceed, I will then provide a proposal of how I plan to solve your problem.
  3. Next, I would create a sandbox environment in your account where I can create the customized proposal templates and not interfere with your current flow.
  4. The next step would be to create a functional prototype. The goal is to get the data on the proposal as you require. The proposal will not look good yet but we will improve that in the next step.
  5. Now that the proposal template has the correct data on the page, the next step is to make visual refinements. The design phase could be quick or require more time to achieve your brand and business’s desired look and feel.
  6. Once everything is approved, I will apply the templates to your primary account and provide training on making updates yourself.
  7. I typically also provide one month of support after the launch to fix any bugs or add new features if they come up. Often, you can’t think of every scenario and use case so this step helps with that.

 

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Custom HubSpot Proposal Template Examples & Testimonials

hubspot custom quote templates examples jake lett

Contact me if you would like to see PDF samples of previous client projects.

HubSpot custom quote template review

HubSpot Proposal Customization Demo Video

In the video below, I demonstrate how to create a custom product description property to enable having rich text in sales proposal. The default product description is just plain text and I wanted to be able to add links and bullet points. This same process can be used for other pieces of data you would like to add to your proposal.

 

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Pricing

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So how much does a customized HubSpot proposal template cost? A typical range is $2,000—$10,000 depending on the scope of the changes.

Need a custom HubSpot Proposal Template Developer or Designer?

Contact me using the form below.



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Custom HubSpot Proposal Template Design & Development Service
Located in Metro Detroit, Michigan

HubSpot Certified (8 years experience), Hybrid Skillset (web design, development, SEO)

HubSpot Consultant Jake Lett Detroit Michigan

Jake Lett
HubSpot Inbound Marketing & Sales Consultant

 


Custom HubSpot Proposal Template Design & Development Service

Serving the Metro Detroit, Michigan Area: Troy, Birmingham, Sterling Heights, Warren, Southfield, Ann Arbor, Auburn Hills, Utica, Rochester, Detroit, Lansing, Grand Rapids, Traverse City, Flint, Dearborn, Livonia.