No More Excel, Word, Google Docs or Third Party Sales Quoting Tools.

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

Are you looking for a way to transition from manual Microsoft Excel quotes to Hubspot digital quotes? Or do you need the standard template changed to fit your brand or business requirements?



  1. Contact me for a short consultation where you show me what you are currently using for quotes 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 quote 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 quote as you require. The quote will not look good yet but we will improve that in the next step.
  5. Now that the quote 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.


Work Examples & Testimonials

Contact me if you would like to see samples.

Need a custom HubSpot Quote/Proposal Template Developer or Designer?

Contact me using the form below.

Frequently asked questions

How do I customize my HubSpot quote template?

You can do some minor customization to your HubSpot quotes using the design manager. For more advanced customization, you would need to have Sales Hub Professional or Enterprise in order to use a fully custom quote template. This would require a HubSpot developer to create a custom template for your business. Read Knowledgebase Article

How do I create a custom quote in HubSpot?

HubSpot provides a starter quotes theme you can install into your HubSpot account using their CLI tool. Once the theme is installed, you can clone a default template and customize to fit your brand and requirements. Once your template is created, you will then need to select the new quote template when creating a new quote using the HubSpot quotes tool. Read Knowledgebase Article

How do I add boilerplate text or terms and conditions to a HubSpot quote?

When you create a quote there is text box titled "notes to the buyer". You can use snippets to quickly insert commonly used messages or terms and conditions. Another approach, is to bake this boilerplate text into the template itself. That way you don't need to remember to add it manually.

How much does HubSpot quote template customization cost?

It depends on the scope of changes you would like to make. Some companies require multiple quote templates to use for different brands and business unites. A rough range is $1,000 - $5,000.

Schedule a Consultation

HubSpot Quote Templates Customization Service
Located in Metro Detroit, Michigan

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

HubSpot Quote Templates Customization 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.