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Replace Text Sales Quote Template

Replace Text Sales Quote Template

Aug 6th, 2022

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Replace Text Sales Quote Template and save adjustments.
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How to Replace Text Sales Quote Template

4.6 out of 5

75 votes

In this video, Jake Lett demonstrates how to create a custom quote in HubSpot using a custom product property for the description field, which will be a rich text field. This rich text field allows for enhanced formatting, including bullet points and links. He discusses the limitations of the standard description formatting, particularly the alignment of text and the lack of options for adding links. To resolve this, he explains the process of creating a new description property that supports rich text instead of just multi-line text, starting with accessing site settings.

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