Skip to content

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

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

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

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

Dynamic terms & conditions 

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

Migrate products

Migrate products 

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

Your business’ products

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


Satisfied clients

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

Group 1

Looking forward to more!

I love working with WX Agency. They make sure to put the right people on the job and communication with them is always transparent and clear.

Boyan Demortier
Group 2

WX is great, hands down!

My experience with WX is that they
are hands down one of the best experiences I have had...

James Jordan
Group 3

Excellent agency experience

They're consistent, timely, and communicative. They're easy to work with and genuinely care about your brand. Highly recommend.

Jake Cohn

Working with WX


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

1-3 2-3 3-3

Frequently Asked Questions

What are Quotes in HubSpot?
What is a HubSpot Custom Quote Template?
Why should I be using HubSpot Quotes?
Can HubSpot Quote Templates be used by an entire team?
What are the key features that differentiate HubSpot Custom Quotes
from the HubSpot default quote template?

Get started today

Book a free strategic consultation to hone in on your onboarding needs

Pieter Cortebeeck (1)
Pieter Cortebeeck

Director, Strategy

Alice Brocket

Director, Client Success

Martijn van Dooren


1. Google Partner
ActiveCampaign Certified badge-3