How Do I Customize Quote Templates in HubSpot?

Рет қаралды 6,361

Күн бұрын

Do you want to send branded quotes to your clients without creating an entire quote? You can customize quote templates in HubSpot. Get more tips like this on our weekly newsletter: hubs.ly/Q016Xfn-0
In this video, we’ll help you create your own custom quote template in HubSpot.
In this video we’ll cover:
- Customizing quote templates in HubSpot
- How to use custom quotes in HubSpot
- HubSpot quote properties
00:00 Introduction
00:32 Start Customizing Quote Templates in HubSpot
00:59 Default Quote Templates in HubSpot
01:25 Override Default Settings in HubSpot Quote Templates
01:46 Edit Theme Settings for HubSpot Quote Templates
02:47 Choose What Info to Show on Your HubSpot Quote Template
03:04 Personalize Quotes in HubSpot
03:15 HubSpot Quotes Can't be Created without Deals
03:53 Different Ways to Use HubSpot Quotes
04:12 Line Items Table in HubSpot Quotes
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🎬ABOUT HUBSPOT HACKS:
HubSpot Hacks is a weekly KZfaq series hosted by HubSpot Agency SimpleStrat.com. It's full of tutorials, featuring tips, tricks and how-to's from marketers and sales professionals just like you. Whether you need a quick tip or in-depth details about how to put the tool to work, these HubSpot tutorials are sure to help.
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💬QUESTIONS OR FEEDBACK?
Have a topic idea or a question that needs answered? Drop a comment on the video or tweet at us! Don't forget to subscribe to the channel and share on social!
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#hubspot #hubspotquotes #hubspotpartner

Пікірлер: 11

@HubSpotHacks Жыл бұрын

Join the HubSpot Hacks Newsletter for the latest tips, tricks, and tutorials: hubs.ly/Q01HtXmk0

@TillWeyer Жыл бұрын

Hi there, do you know if it's possible to extract the quantitiy of items in the Terms "a total of [quantitiy identifier]". I couldn't find such an token. And if that's possible - can I also use this Variable to sync with my Deal? Thanks a lot !

@HubSpotHacks Жыл бұрын

We haven't found a way to do that but maybe this is something we will see in a future update!

@user-sq7mg1eg6p 9 ай бұрын

Can you please create a video for customizing quotes using files and custom modules?

@HubSpotHacks 8 ай бұрын

Hi there - thanks for checking out HubSpot Hacks! We will add this to our list of requested videos. If you are looking for help building a quote template we might be able to help. Check us out at simplestrat.com/hubspot/

@SuzanF-p7q 19 күн бұрын

Hi is it possible to add optional items into the quote so that the client can add quantities or select the 'add-ons' they want to include?

@HubSpotHacks 16 күн бұрын

Hi there, thanks for checking out HubSpot Hacks! This currently isn't possible with the quotes tool, but can be done with HubSpot payment links! Check out my other tutorial video: kzfaq.info/get/bejne/pMh0ldhhq6jGZmg.htmlsi=qSWm8N4uOnawsMCQ

@SuzanF-p7q 14 күн бұрын

@@HubSpotHacks Great thanks!

@HubSpotHacks 14 күн бұрын

@@SuzanF-p7q you're welcome!

@user-rx8go3ls9b 9 ай бұрын

THE quote section is very strict, no much usefull, we send our proper quotes cuz the hubspot tool have less customize optiones than microsoft paint Paint

@HubSpotHacks 8 ай бұрын

Hi there, thanks for checking out HubSpot Hacks! We love the quotes tool and as HubSpot releases new features we're confident it will get to a point where you will love it too. Happy HubSpotting!