Set theme in a Product Quote - Online Editor

Use our all-in-one document editor to set theme in Product Quote in minutes.

DocHub allows you to set theme in Product Quote swiftly and conveniently. No matter if your document is PDF or any other format, you can effortlessly modify it using DocHub's intuitive interface and robust editing capabilities. With online editing, you can alter your Product Quote without downloading or installing any software.

DocHub's drag and drop editor makes customizing your Product Quote simple and streamlined. We safely store all your edited paperwork in the cloud, allowing you to access them from anywhere, anytime. In addition, it's straightforward to share your paperwork with parties who need to go over them or add an eSignature. And our native integrations with Google products help you transfer, export and modify and sign paperwork directly from Google applications, all within a single, user-friendly platform. Additionally, you can easily transform your edited Product Quote into a template for repeated use.

How do you set theme in Product Quote with DocHub?

First, upload your Product Quote to DocHub.
Next, pick ADD NEW > Select from Device or transfer your document yourself from the cloud.
Once opened, you can start making tweaks using features in the top and right-hand panels. In these panels, you can find the possibility to set theme in your Product Quote.
Choose Done at the top and then select one of the methods in the right-hand menu of the DocHub dashboard to save your document: download, combine and divide, reorder pages, convert formats, etc.

All executed paperwork are safely stored in your DocHub account, are easily handled and shifted to other folders.

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How to set theme in the Product Quote

4.8 out of 5

53 votes

hey there Ash here from quota and today were going to look at our product configurator and how you can pre-build items that enable your sales people to offer volume discounts percentage-based add-ons and other features with a few clicks without making any errors so that your pricing remains accurate on all of your quotes Im going to start with a brand new quote and use a template that has no line items on it already now you could pre-build line items onto this template to save yourself more time if you are regularly quoting the same line items Ill quickly look up a person in my PSA CRM or in quota now lets add some line items so the first thing Im going to add is an on-site visit maybe were doing an installation we need to make sure that we can bring our security cameras to their location and identify how much its going to cost to them so Ill look up visit here to find that line item and Ill close the pop-up right away you can see that weve added two line items actually so t

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Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

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How do you quote a price to customer template?

To create a quote template, create a document with a large table with fields for the following information: Your company name and contact details. Your logo. Customer name and contact information. Quote number. Job details. Cost for each aspect of the job. Quote total. Tax amounts.

How do I customize my HubSpot quote template?

In your HubSpot account, click the settings settings icon in the top navigation bar. In the left sidebar menu, navigate to Objects Quotes. Click the Quote templates tab. Click Customize quote template.

How do I change the quote theme in HubSpot?

In the left sidebar menu, navigate to Objects Quotes. Click the Quote templates tab. Click Customize quote template. Hover over the template you want to start with, then click Choose.

Can you create Quotes in HubSpot?

You can create quotes to share with contacts interested in buying a product or service from their company. Use the quotes tool to create a web page that includes pricing information for line items. If youre using the HubSpot and Shopify integration, you can add products created through the integration.

What is a custom quote?

Custom Quote . The actual price for the service to be developed on a case by case basis.

What is the difference between HubSpot theme and template?

A theme is a set of files for your website, including: Coded templates: a set of templates for your website, including a homepage, about page, landing page, and blog templates. These templates are custom coded by a developer, but the content and layout can be customized in the content editor.

What is quote template?

A quote template is a customizable document or framework businesses use to deliver cost estimates, pricing details, and specific product or service terms to potential customers. Using a standardized format helps you deliver this information faster and makes it easier for customers to understand your offer.

How do you make 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.

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Set theme in the Product Quote