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?
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 units.
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.
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
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
Default and customized quote templates offer various actions for management. The default quote templates section provides options to handle the three templates that come with your account. By hovering over the default template, you can access the Actions dropdown menu. From there, you can perform the following actions:
In the case of customized quote templates, found in the Your customized quote templates section, you have additional management options. Upon hovering over a customized quote template, you will find the Actions dropdown menu. Here are the available actions for customized quote templates:
By utilizing these actions, you can efficiently manage both default and customized quote templates to suit your specific needs.
To manage your existing default and customized quote templates, follow these steps:
By following these steps, you will have full control over managing both default and customized quote templates in your HubSpot account.
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