Custom quote templates
One of the greatest sales functions in HubSpot is the option to send a quote directly from the platform to a prospect or customer. Even so, the templates for your quote might not completely suit your needs. If that's the case, a custom quote template is the perfect solution.
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Adapting HubSpot quotes to match your own corporate style couldn't be easier. Updating your logo, the colours and the font can all be done in an instant. But sometimes, this still won't do, and you're left longing for the sleek design you're using on your website, or you're missing that little bit of content or data that is absolutely crucial to your customers. With a custom quote template, it's easy to show extra information, lift your design to the next level or format data to make it much easier to read for your recipients.
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Custom quote templates
In a custom quote template, we can use all of the standard modules available in HubSpot, but we've also got the option to add custom modules. That way, we can create truly unique quotes. What’s more, we can also format data, move away from the standard labels used by HubSpot or generate new data based on a deal or line items.
To put it briefly, with a custom quote template, you can show the information you want to show, exactly as you want it.
Want to get more out of your sales efforts with a custom quote template?
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