Go beyond HubSpot’s standard quote templates and create
something that’s on-brand and covering all your needs.
We can take your brand guidelines so that HubSpot quotes are personalized, including your logo, color palette, and fonts
Add custom fields, for instance, automatic generation of terms, such as those in a Master Services Agreement (MSA)
We can add custom modules to your quotes, going beyond the default HubSpot template to display any info required
Adding a particular product to a quote? Set up conditional terms and conditions based on the line items included
We can migrate your products and services from sites such as Shopify
We can build your product and service libraries in HubSpot, so line items can easily be added to quotes
Inbox helped us with sales log migration, HubSpot onboarding, and custom quote templates. Their team is extremely knowledgeable and was able to get us a solution up and running in no time.
The Inbox team has been incredibly responsive, always available when we need them, and goes beyond simply fulfilling our requests—they proactively suggest superior alternatives and continuously introduce us to new HubSpot features that enhance our operations.
Inbox's attention to detail is superb, ensuring that every campaign and strategy is meticulously planned and executed to perfection. What truly sets them apart is their deep understanding of our business coupled with their extensive experience in marketing.
We combine over a decade of technical HubSpot expertise with strategic understanding of business processes into undeniable results.
Our strategists begin every project by holding sessions to understand what you need from HubSpot quotes.
Our team works with your brand identity to design a sleek template that your team will be proud to send out to prospects.
Our strategists add the custom elements that your quotes need in HubSpot. We'll be available to show your team how to get the best out of their new quote setup.
Quotes are a tool in HubSpot's Sales Hub. They enable you to select products and services from a library, display the overall costs alongside any discounts, lay out purchase conditions, and send them to prospects for review and approval.
A HubSpot custom quote template is tailored to your business' brand and design. Custom quote templates include features that go beyond the offering of the default HubSpot quote template.
Yes, once created, a HubSpot quote template can be used by the entire team. Additionally, individual salespeople can personalize the template for their respective prospects, ensuring flexibility and consistency across the organization.
Key features include custom modules based on what needs to be displayed, inclusion of deal properties and data points specific to your requirements, an on-brand professional look, and dynamic terms and conditions.