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 standard 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 edit a standard 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 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 edit a quote in HubSpot?
In your HubSpot account, navigate to Sales Quotes.To edit your information for an individual quote: Click your name or company name. In the right panel, update your personal information. 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 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 quote in Salesforce?
Create and Manage Quotes Click New Quote on the Quotes related list on an opportunity. The Subtotal , Discount , Total Price , and Grand Total fields show values from the opportunity. Complete the fields. Save your changes. A unique quote number is added.
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.
