How to Add Your Terms of Service or Conditions to a Quote in HubSpot?

Do you want to know which HubSpot Sales Hub tool you can use to add your terms of service to your quote? Three ways you could accomplish this Add a snippet of your terms of service to the quote each time you generate a quote Pros: Easy to setup and the snippets are nicely organized…. Read more »

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Category: Articles

List of Management, Marketing, & Sales Abbreviations

There are so many abbreviations used in the business world. After meetings, I often google search for the ones I don’t know. Below is a list of common abbreviations for management, marketing, and sales. Management Abbreviations AM Account Manager AP Accounts Payable AR Accounts Receivable B2B Business to Business B2C Business to Consumer B2G Business… Read more »

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Category: Common Questions

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

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… Read more »

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Category: Newsletter

How to Print HubSpot Sales Quotes in Landscape Mode

Are you looking for a way to print your HubSpot sales quotes in landscape mode instead of portrait? Or do you want to remove the white margins when printing or download the quote pdf? HubSpot sales quote templates use CSS print styles to format the PDF and printed document. This gives you an opportunity to… Read more »

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Category: Common Questions