HubSpot Quote Template: A Complete Guide for Sales Teams

Creating professional, consistent and automated quotes is one of the most effective ways to accelerate deal closures. With HubSpot quoting tools, businesses can streamline the way they present pricing, proposals and agreements to prospects. A HubSpot quote template not only simplifies this process but also ensures every document reflects your brand identity and business rules.

As a HubSpot Web Design Agency, Mpire Solutions helps businesses design, implement and optimize HubSpot solutions that drive revenue growth. This guide explores everything you need to know about HubSpot quote templates, from setup and customization to advanced use cases with APIs.

What is a HubSpot Quote Template?

A HubSpot quote template is a customizable framework used to generate sales quotes directly within HubSpot CRM. Instead of manually drafting proposals for every client, sales teams can rely on pre-designed templates that automatically pull in:

• Contact information

• Deal details

• Product line items

• Payment terms and discounts

This ensures consistency, reduces manual errors and improves the customer experience during the sales process.

Why Use HubSpot Quote Templates?

1. Save Time and Improve Efficiency

Templates reduce repetitive work. A single quote can be generated within minutes by pulling existing CRM data.

2. Ensure Brand Consistency

Logos, fonts, disclaimers and payment instructions remain consistent across every client interaction.

3. Close Deals Faster

Digital signatures and integrated payment options mean prospects can approve and pay instantly.

4. Improve Sales Visibility

Since quotes are linked to deals in HubSpot, sales leaders gain real-time insight into pipeline value.

Types of HubSpot Quote Templates

HubSpot provides a set of standard templates but businesses can extend and customize them further:

• Default HubSpot Quote Templates – Basic templates included within HubSpot.

• Custom HubSpot Quote Templates – Modified to include branding, legal clauses or industry-specific sections.

• Advanced Templates with HubSpot Quote Template API – Fully customized templates created by developers to fit unique workflows.

How to Create and Customize a HubSpot Quote Template

Step 1: Access Templates in HubSpot

Navigate to Settings > Objects > Quotes to view available templates.

Step 2: Select or Duplicate a Template

Start with a default HubSpot template or duplicate an existing one for customization.

Step 3: Customize the Layout

Modify headers, footers and sections such as:

• Company branding

• Terms & conditions

• Optional sections for product bundles or add-ons

Step 4: Add Payment Integrations

Integrate with Stripe, PayPal or HubSpot Payments so clients can pay directly from the quote.

Step 5: Save and Assign to Sales Teams

Once finalized, publish the template so your sales team can begin using it in active deals.

HubSpot Quote Template Examples

Here are a few practical HubSpot quote template examples commonly used by businesses:

1. Simple Pricing Template – Ideal for startups or SaaS companies offering straightforward pricing plans.

2. Enterprise Proposal Template – Includes multiple sections for product bundles, service add-ons and payment schedules.

3. Subscription Quote Template – Designed for recurring billing with automated renewals.

4. Consulting & Services Template – Highlights project milestones, deliverables and service fees.

Each example can be modified to fit your branding and workflow.

Using the HubSpot Quote Template API

For companies with advanced requirements, the HubSpot quote template API offers deep customization. With API integration, businesses can:

• Generate quotes dynamically from external systems

• Apply conditional logic (e.g., pricing rules, discount approvals)

• Sync quotes with ERP or invoicing platforms

• Insert custom modules and content blocks

This makes HubSpot a powerful tool for organizations managing complex quoting workflows.

Best Practices for Managing HubSpot Quote Templates

1. Review Templates Quarterly – Ensure pricing, terms and branding remain up to date.

2. Involve Legal Teams – Add standard legal disclaimers to avoid compliance issues.

3. Enable Digital Signatures – Speed up deal closures with eSignature integrations.

4. Leverage Analytics – Track quote performance to see which formats convert best.

5. Train Sales Teams – Ensure everyone knows how to generate and send quotes effectively.

Conclusion

A HubSpot estimate template is more than just a document it is a powerful tool that enhances efficiency, professionalism and deal velocity. By standardizing your quoting process and leveraging HubSpot customization options (including APIs), your business can create a consistent sales experience while accelerating revenue.

At Mpire Solutions, we specialize in helping companies optimize HubSpot CRM, quoting and sales workflows. Whether you need guidance on building custom templates or advanced API integrations, our experts can support you every step of the way.

FAQs

1. Can I create multiple HubSpot estimate templates for different products or services?
Yes, HubSpot allows you to create and manage multiple templates tailored to various offerings.

2. Do HubSpot quote templates support digital signatures?
Absolutely. You can enable eSignatures so clients can approve quotes online instantly.

3. How do I integrate payment gateways with a HubSpot estimate template?
You can connect Stripe, PayPal or HubSpot Payments directly within the template setup.

4. Is it possible to use the HubSpot estimation template API without coding experience?
No, the API requires development skills. However, you can work with a HubSpot consultant or agency for implementation.

5. Are HubSpot estimate template examples available within HubSpot by default?
Yes, HubSpot provides standard templates and you can customize or build new ones based on your needs.

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