Learn how to enhance your HubSpot Quotes with custom properties to better tailor your sales process.
When managing your sales process in HubSpot, having detailed and specific information about your products can be crucial. Imagine this scenario: you have products in your product library with unique custom properties that are essential for your clients to see on their quotes. These could include specifications like size, material type, or custom configurations that your customers want to see.
However, when you attempt to generate a quote within HubSpot, you quickly discover that these custom properties aren't available to display. The standard templates don't support showing your custom product properties, leaving you at a loss. You need those custom properties to ensure your quotes are comprehensive and tailored to your client's needs.
Another scenario would be hiding discounts and showing the net price. HubSpot automatically adds some lines of texts including information about the old price and new price after discount and maybe you don't want to show the customer how much discount you are giving for each product. This will be covered in another tutorial because you will need to mess with code and can be a little bit tricky if you don't have any programming knowledge, but just wanted you to know this is possible.
This is where creating a new HubSpot Quotes Theme comes into play. By customizing your theme, you can hide default elements or include custom essential product properties, ensuring that your quotes contains all the information that your customer needs.
When creating your theme, you can also customize various aspects such as the header, footer, fonts, colors, and more. This allows you to align the quotes with your brand identity and create a consistent experience for your customers.
By creating a new HubSpot Quotes theme and applying it to your quotes, you can ensure that the custom properties you add are displayed in a visually appealing and cohesive manner.
To create a new HubSpot Quotes theme, go to the Design Manager, right click on @hubspot -> Clone Theme.
This will create a new theme with all the files required:
Now you can change the name of the new theme you just created, this is optional, but go ahead of this helps you. To change the name of a theme you have to do it in two places, one is the folder name that you can change by right clicking on it and click on "Rename", and the other one is on the theme.json file:
Remember to click on the "Publish changes" button.
To add custom properties to HubSpot Quotes, you will need to modify the line-items-table module. This module is responsible for displaying the line items in your quotes, including any custom properties you want to include.
To modify the line-items-table module, navigate to the Design Manager in HubSpot and locate the module in the modules folder. You can then edit the module fields on the right side panel to add the new properties.
Go ahead and click on the "Select column property" field:
Now scroll down to the end of the list and click on "Add another choice". Here you want to make sure that the labels and internal names of the new properties are the same as your product custom properties.
Once you have added all your custom properties, we need to change the default limit of properties that we can show on the quote. By default, a maximum of 6 properties can be shown for each line item, you may want to change this to a higher number. Remember that adding more properties means adding more columns to the table and if you add to many, it may not look good.
To increase the number of properties allowed, click on the "Line Item Column" link on the top:
Now scroll down to the "Repeater options" section and change the max value to 10 (recommended):
Make sure to save your changes. Now that you edited the module, you need to do an extra step by adding them to the Quote's template UI.
Once you have modified the line-items-table module, you need to add the custom properties to the Quote's template UI. This step will make the properties available and show them in the quote in the order your choose.
Go to HubSpot Settings -> Data Management -> Quotes. Click on "Customize Quote Template".
Select your desired template, be sure to select one from the theme you created:
Click on Line items table and add the properties we created before as choices on the module. You can also change the order with drag and drop.
When you are done with your changes, remember to click "Save". This changes won't affect quotes that are already published.
Congrats, you have now successfully created and configured a custom HubSpot Quote Template. Now when you create a new quote, you can choose your custom template.
Creating a custom quote template in HubSpot allows you to tailor every detail to your specific needs. The possibilities for customization are vast, ranging from including custom properties to adjusting the design and format to reflect your brand's identity. What we've covered in this article is just a basic introduction to the capabilities at your disposal. With a custom quote template, you can ensure that all key pieces of information are present, providing a richer and more detailed experience for your clients.