HubSpot Quote Templates: Customize Beyond the Defaults

HubSpot quote templates let you brand and structure quotes generated from deals. You can choose a template, add your logo, colors, company details, comments and terms, and, with developer access, build custom quote templates using HubSpot’s CMS tools. For fully custom layouts in Word, conditional terms, approvals and ERP order creation, teams often add a document generation platform.

Customizing HubSpot quotes natively

In HubSpot, quotes are created from deals and include line items, buyer and seller details, terms and optional signature and payment.

Without coding, you can typically:

• Choose from default quote templates.
• Set branding: logo, colors and company information.
• Add comments to the buyer and purchase terms.
• Include e-signature and payment options where your subscription supports them.
• Set quote expiration dates.

The exact settings depend on your HubSpot subscription and may change, so check HubSpot’s knowledge base for current steps.

Building custom HubSpot quote templates

HubSpot allows developers to create custom quote templates using its CMS developer tools (HubL, HTML and CSS). This unlocks custom layouts, modules and styling, but requires developer skills and ongoing maintenance.

Limits teams run into

Alternative: Word-based quote templates

Many teams prefer to design quotes in Word because:

• Sales ops and legal already know Word.
• Conditional sections are easier to manage.
• The same template system works for quotes, order forms and contracts.

A document generation platform fills the Word template with HubSpot deal and line item data, then sends it for e-signature.

Example quote process with HubSpot

1. Rep adds line items to the deal.
2. Rep clicks “Generate quote” or a workflow triggers it.
3. Discounts above a threshold route to a manager.
4. The quote is generated from the Word template with line items and terms.
5. The buyer signs and, if enabled, pays.
6. The deal moves to Closed Won, the signed PDF is logged and a sales order is created in the ERP.

Quote template checklist

• Quote number, issue date and expiry date.
• Buyer company, contact and billing details.
• Line items with descriptions, quantities, prices, discounts and totals.
• Taxes and shipping.
• Payment terms.
• Terms and conditions.
• Signature block.

How Noca helps

Noca generates fully branded quotes from HubSpot deals with Word templates, applies approvals, collects e-signatures and creates orders in your ERP. See the Noca sales quote template or the Noca HubSpot integration.

Related guides

• Salesforce Quote PDF Templates: How to Customize Them

Frequently Asked Questions

How do I customize a quote template in HubSpot?

In HubSpot’s quote settings, you can choose templates and set branding, such as logo, colors and company details, plus comments and terms. For deeper layout changes, developers can build custom quote templates with HubSpot’s CMS tools. Check HubSpot’s knowledge base for current steps.

Can I create a custom HubSpot quote template without coding?

You can adjust branding and some content without coding, but fully custom layouts usually require developer work with HubSpot’s CMS tools. Alternatively, a document generation platform lets you design quotes in Word and fill them with HubSpot data without code.

Do HubSpot quotes support e-signature?

HubSpot offers e-signature on quotes in eligible subscription tiers. Buyers can sign the quote online, and the signed quote is logged on the deal. Check your HubSpot subscription to confirm availability and any limits.

Can HubSpot quotes collect payment?

HubSpot supports collecting payments on quotes through its payments features or supported processors in eligible regions and plans. Check HubSpot’s current documentation for availability and requirements in your account.

What are the limits of HubSpot quotes?

Common limits include restricted design flexibility without developers, difficulty handling complex conditional terms, quotes not suited to long contracts and the need for integrations to create orders in ERPs. Many teams add document generation tools for these needs.

Can a HubSpot quote create a sales order in NetSuite?

Yes, with an integration. Platforms such as Noca can create a NetSuite sales order when a HubSpot quote is signed, including customer, items, quantities and prices, so finance does not need to rekey the order.