Change chart in the Construction Quote Template

Aug 6th, 2022
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How to change chart in the Construction Quote Template

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Hi Im Jake Lett in this video im going to demonstrate how to create a custom HubSpot quote using a custom product property for the description field and its going to be a rich text field this will allow us to add bullet points and links if we need to so lets get started okay here i am logged in inside the HubSpot and im currently working on a quote for a customer and i wanted to show you something i ran into where im trying to do some formatting for the inside of the description text and it doesnt allow you a lot of formatting options. If i zoom in you can see how the second line of text is aligned below the bullet i would like to add some padding so the text is left aligned i also like the option to add links if i need to before i can make this layout adjustment i need to create a new description property that supports rich text and not just multi-line text so in order to add a new property you need to go to your site settings so you click on this g

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Youll need to include the obvious details of both parties involved, The name of your company. The name of the contractor. The name of the project. Site of work. A price. Conditions. A section for parties to sign off or accept the quote.
Project details: Make sure you include your customers contact details, a quote number and date, and a project description or title. Scope of Work: Provide a breakdown of the tasks, phases and activities, as well as a description of the work that will be performed.
Material Quotation Format Name and address of your business in the header section. Put your logo alongside your business name, if you have one. Clients name and contact details. Description of product or service. Per unit price and quantity. Details of applicable taxes. Net amount. Terms of payment and other conditions.
To make your construction quotation format stand out from your competitors, consider including additional information, such as the estimated completion time and any unique services or materials you offer. You can also add visual aids such as images or charts to make the quotation more visually appealing.
Step-by-step guide on how to make a quote Choose a quotation template. Enter business-related information. Add a quote number. Include the date of issue and expiry. Provide a detailed list of your products and services. Mention specific terms and conditions. Provide a timeline. Add other business or client details.
Tips for how to build a construction quote template. Build a structured template with sections for client info, project details, cost breakdown, and terms. Populate the template with specific client and project details. Insert signature lines for both the client and company, whether physical or electronic.
Introduction to writing a quotation for building work A quotation outlines the cost of a project and the terms and conditions that apply to the work. Its important to write a clear, detailed quotation. It must accurately reflect the scope of the project and the requirements of the client.

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