HubSpot Custom Quote templates

Custom quote templates

Bright digital werknemer zit aan bureau aan haar haar en werkt aan HubSpot

One of the greatest sales functions in HubSpot is the option to send a quote directly from the platform to a prospect or customer. Even so, the templates for your quote might not completely suit your needs. If that's the case, a custom quote template is the perfect solution.

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Custom quote templates

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Get the most out of your HubSpot quotes

Adapting HubSpot quotes to match your own corporate style couldn't be easier. Updating your logo, the colours and the font can all be done in an instant. But sometimes, this still won't do, and you're left longing for the sleek design you're using on your website, or you're missing that little bit of content or data that is absolutely crucial to your customers. With a custom quote template, it's easy to show extra information, lift your design to the next level or format data to make it much easier to read for your recipients.

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BRIGHT MAKES IT HAPPEN

Custom quote templates

In a custom quote template, we can use all of the standard modules available in HubSpot, but we've also got the option to add custom modules. That way, we can create truly unique quotes. What’s more, we can also format data, move away from the standard labels used by HubSpot or generate new data based on a deal or line items.

To put it briefly, with a custom quote template, you can show the information you want to show, exactly as you want it.

Accreditaties

Officially HubSpot Accredited

At Bright Digital, quality comes first. We are therefore constantly developing the knowledge in our teams. We regularly have this knowledge tested by HubSpot in the form of HubSpot Certificates and HubSpot Accreditations. An Accreditation is a formal recognition from HubSpot that indicates that an organization or team has proven experience and has carried out successful projects in a certain area. Bright Digital has the following HubSpot Accreditations:

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“Their process for our website redesign was very structured and clear, which gave me peace of mind. Especially because every mockup design was spot on. Bright really listened to our needs and delivered a great looking website with easy to use modules. The final product looks completely new, yet it exactly fits our brand identity. Thanks!”

Dook de Vries, Nmbrs

Financial services

"The experts' knowledge and expertise have allowed us to get much more out of HubSpot than we previously knew. They've also created beautiful new web pages based on the branding. We appreciate Bright's approach: practical, sharp, attention to detail, and simply fun to work with!"

Anouk Minnes, Great Place To Work

Business services

"We had a great experience working with Vet and now Bright Digital. They assisted us in improving our CRM processes, aligning our sales and marketing objectives, and supporting us through a smooth website migration. Their in-depth knowledge of HubSpot was invaluable in optimizing our workflows, increasing efficiency, and ensuring better information flow and collaboration across departments. From start to finish, their team was professional, responsive, and dedicated to delivering high-quality results. I would highly recommend working with them to any business looking to streamline operations and get the most out of HubSpot!"

Antonia Dobreva, Amflow

E-bikes

"In our search for a HubSpot partner who could also handle the design of our new website, we found Bright. We were immediately impressed with the Bright team, the process went smoothly, and we experienced excellent project management throughout, all of which was pleasant. Above all, we are very happy with the final result (our new website), which marks the start of a future collaboration with Bright."

Sandra Somford, JASA Packaging Solutions

Manufacturing

“Good agency. Very happy with them. Bright did the implementation of HubSpot and guided us well. Short lines, clear explanations and always very helpful. They come up with smart solutions. Because of Bright my knowledge of HubSpot has developed quickly. A lot of knowledge is shared and well documented.”

Christian Gramkow, Drukwerkdeal.nl

E-commerce

“Reliable, fast turnaround speeds and great listeners. We've migrated the Sales & Marketing teams away from a Microsoft platform. Although we're just at version one, it's already a much better experience overall. Bright Digital helped us map our requirements and implement processes, migrated data from our old system, built a coexistence with our finance and ERP environment, and onboarded the team. The process was smooth, fast, and enjoyable. Highly recommended.”

Sander van Dijk, Wajer

yacht building and water sports