How do I create a quote in HubSpot?
Instructions In HubSpot, navigate to Deals (Sales Deals) and click the deal youd like to create a quote for. On the left side of your screen, scroll down to the quotes card, click Create quote. Add the Details of your quote, including Quote name, Expiration date, Comments to buyer, and Purchase terms, then click Next.
How do you set up a quote template?
Select a Quote Template. The easiest way to begin is by choosing a predefined, professional-looking template that covers all the standard elements of a quote. Add Client Details. Add an Itemized List of Services or Goods Provided. Specify Your Terms and Conditions. Include Any Extra Details.
How do I edit a quote template in Salesforce?
In the template editor, drag the elements that you want to the template, and then complete the details. To add: One or more Quote fields or fields from related objects, use a section and add fields to it. Text that you can edit and format, such as terms and conditions, use Text/Image Field .
How do I add an image to a Salesforce text template?
Go to the template content that you want to include your image.Next, upload an image to your quote. To show the rich text editor, select your rich text field. Click the Insert Image icon. Insert an image by uploading a file or listing a URL. Add text and format your image if needed, and then save your changes.
How do you add terms and conditions to quote templates in Salesforce?
Go to the quote term where you want to add a display condition. In the Use Conditions related list, click New Term Conditions. Use the term condition fields to create a logical condition. Salesforce CPQ evaluates this condition whenever it generates a quote document that references this quote term.
How do I update a salesforce quote template?
From Setup, enter Templates in the Quick Find box, then select Quote Templates (Lightning Experience) or Templates under Quotes (Salesforce Classic). Click New, and then select a template, such as Standard Template , on which to base your new template. Give your new template a name, and then click Save.
How do you create a quote template?
Select a Template. Creating winning quotes is a learning process. Add Client Information. Make sure you include who the quote is for. Enter the Quote Number. Include a Date of Issue. Enter Products or Services. Add Terms and Conditions. Include Notes. Add Optional Details.
How do I customize my HubSpot quote template?
6. Customize the quote template in HubSpot In your HubSpot account, click the settings settings icon in the main navigation bar. In the left sidebar menu, navigate to Objects Quotes. Click the Quote templates tab. In the upper right, click Customize quote template. Hover over your new template, then select Choose.
How do I edit a quote template in Salesforce?
In the template editor, drag the elements that you want to the template, and then complete the details. To add: One or more Quote fields or fields from related objects, use a section and add fields to it. Text that you can edit and format, such as terms and conditions, use Text/Image Field .
How do I add a field to a quote template in Salesforce?
Required Editions and User Permissions Drag a list from the palette to the template. Enter a title for the list. In the Object field, select the object whose fields you want to appear in the list. Use the Add and Remove arrows to move columns from the Available Fields list to the Selected Fields list. Click OK.
