smith_ppc SM

customising quote templates in hubspot to match our branding

The default quote template looks nothing like our proposals. I want our own layout, a proper terms section and a logo that isn't squished. Doable in the template editor, or does this need a developer?
hubspot quote templates
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alex_ads Nov 09, 2026
smith_ppc
Make a test quote on a dummy deal and download the PDF before you roll it out, the preview and the PDF don't always match. Long line item names and the logo size were what broke for us. Once it looks right, rename or delete the old template so the reps stop picking it out of habit.
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kate_81 Oct 13, 2026
smith_ppc
set the logo and colours in your account's branding settings first, the quote templates pull from there. then in the quotes settings you can customise a template, toggle sections on and off, and change wording. if you need the layout itself to look different, that's a coded quote template built in the design manager, and I think that needs a paid Sales Hub tier, so check yours before you plan around it.
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