HubSpot Custom Sales Quote Templates

Contact me for a short consultation where you show me what you are currently using for quotes and what you would like to create inside HubSpot.

If it makes sense to proceed, I will then provide a proposal of how I plan to solve your problem.

Next, I would create a sandbox environment in your account where I can create the customized quote templates and not interfere with your current flow.

The next step would be to create a functional prototype. The goal is to get the data on the quote as you require. The quote will not look good yet but we will improve that in the next step.

Now that the quote template has the correct data on the page, the next step is to make visual refinements. The design phase could be quick or require more time to achieve your brand and business’s desired look and feel.

Once everything is approved, I will apply the templates to your primary account and provide training on making updates yourself.

I typically also provide one month of support after the launch to fix any bugs or add new features if they come up. Often, you can’t think of every scenario and use case so this step helps with that.