- 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 Customise quote template.
- Hover over the template you want to start with, then click Choose.
- At the top, click the edit pencil icon and enter a name for the quote template.
- To edit the modules content, in the left panel, click a module and edit the module contents.
- To edit the line items table, click the Line items table module:
- To rearrange the order of the line items properties, drag and drop the properties to another position.
- If you don't want the subtotals, fees, or totals to appear on the quote, clear the checkboxes next to the value.
- Continue to navigate the editable modules in the left panel, making changes to the images, text, and headings included in the quote template. On the right, access a preview of your changes.
- To edit the template in the design manager, click Edit CMS template.
- When you're done customising your quote template, click Save.
Your team can now select the custom quote template when creating a quote. After publishing your quote, learn how to share your quote with your contacts.