How Do I Customize Quote Templates in HubSpot?
Learn how to customize quote templates in HubSpot! Need hands-on help? Book a call with a solutions advisor: https://bit.ly/hs-quote-templates
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: https://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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HubSpot Hacks is a weekly YouTube 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?
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