Custom HubSpot Quote Templates Designed for Your Business

Adapting HubSpot quotes to align with your brand identity has never been more seamless. Starting from $1,300.

HubSpot Custom Quote Template

Why Custom Quotes are Important

Go beyond HubSpot’s standard quote templates and create
something that’s on-brand and covering all your needs.

  • On-Brand Quote Templates

    We can take your brand guidelines so that HubSpot quotes are personalized, including your logo, color palette, and fonts

  • Custom Deal Fields

    Add custom fields, for instance, automatic generation of terms, such as those in a Master Services Agreement (MSA)

  • Display What’s Needed

    We can add custom modules to your quotes, going beyond the default HubSpot template to display any info required

  • Dynamic Terms & Conditions

    Adding a particular product to a quote? Set up conditional terms and conditions based on the line items included

  • Migrate Products

    We can migrate your products and services from sites such as Shopify

  • Your Business’ Products

    We can build your product and service libraries in HubSpot, so line items can easily be added to quotes

Custom Quotes We’ve Designed

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Satisfied clients

We help customers all around the globe to achieve their goals using the full power of HubSpot. 

  • Great Team to Work With

    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.

    hubspot
    Bryce Cathcart, GCS
  • Amazing team to work with!

    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.

    hubspot
    Kylie Smithson, Fuel Me
  • Excellent Marketing Partner

    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. 

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    Nelson Netzereab, NGen
 Understanding your requirements Custom Quote Design Custom Quote Setup

Working with Inbox

We combine over a decade of technical HubSpot expertise with strategic understanding of business processes into undeniable results.

 
 

Understanding your Requirements

Our strategists begin every project by holding sessions to understand what you need from HubSpot quotes.

Custom Quote Design

Our team works with your brand identity to design a sleek template that your team will be proud to send out to prospects.

Custom Quote Setup

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.

Frequently Asked Questions

What are quotes in HubSpot?

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. 

What is a HubSpot custom quote template?
 
Why should I be using HubSpot quotes?

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.

Can HubSpot quote templates be used by an entire team?

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.

What are the key features that differentiate HubSpot custom quotes from the HubSpot default quote template?

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.

Get started today

Book a free strategic consultation for your HubSpot custom quote template needs

Zapaer Alip

HubSpot Quote Template Team

Suki Lee

HubSpot Quote Template Team

Albert Diaz

HubSpot Quote Template Team