Custom HubSpot quote templates designed for your business
Adapting HubSpot quotes to align with your brand identity has never been more seamless. Starting from $1,800.
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
Satisfied clients
We help customers all around the globe to achieve their goals using the full power of HubSpot.
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.
WX is great, hands down!
My experience with WX is that they
are hands down one of the best experiences I have had...
Excellent agency experience
They're consistent, timely, and communicative. They're easy to work with and genuinely care about your brand. Highly recommend.
Working with WX
We combine a decade of technical HubSpot expertise with strategic understanding of business processes into undeniable results.
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Understanding your requirementsOur strategists begin every project by holding sessions to understand what you need from HubSpot quotes
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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
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Custom quote set up
Our strategists add the custom elements that your quotes need in HubSpot. We’ll be at hand to show your team how to get the best out of their new quote set up.
Frequently Asked Questions
Quotes are a tool in HubSpot's Sales Hub. They enable you to select products and services from a catalog, display the overall costs alongside any discounts, lay out purchase conditions, and send them to prospects for review and approval.
A HubSpot Custom Quote Templates is tailored to your business' brand and design. Custom quote templates include features that go beyond the offering of the default HubSpot quote template.
A HubSpot Custom Quote Templates 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 salespersons can personalize the template for their respective prospects, ensuring flexibility and consistency across the organization.
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 to hone in on your onboarding needs
Director, Strategy
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