Industry: Workflow Automation
Goal: Streamline sales closing with a branded, editable, and scalable quote system
Solution: Custom HubSpot Quote Template – “SmartQuote”
The client—a fast-growing SaaS provider—had a clear pain point: their quotes looked like generic PDFs. No branding, no personalization, no control. Sales reps were relying on static templates or manually editing docs, leading to inconsistencies, delays, and missed opportunities.
They needed a quoting solution that:
Integrated natively with HubSpot CRM
Reflected their brand visually and tonally
Allowed conditional content (terms, add-ons, disclaimers)
Could be edited by sales reps without dev involvement
Was scalable across multiple teams and geographies
Out-of-the-box HubSpot quote templates offer a solid starting point—but the client wanted more:
Custom layout design matching their brand guidelines
Smart visibility logic: certain sections (e.g., terms, discounts) should appear only when needed
Integration with deal, contact, and company tokens in real time
Support for tiered pricing, volume discounts, and multi-currency logic
Editable sections that didn’t require HubSpot CMS experience
The challenge was not just building a quote—it was building a sales-ready document that felt like a web page, not a PDF.
I designed and built a custom HubSpot quote template named SmartQuote, entirely inside HubSpot’s CMS ecosystem using HubL, HTML/CSS, Jinja, and JavaScript (where needed).
Custom Modules: Each section—Scope of Work, Deliverables, Pricing Table, Next Steps—was built as a separate module, editable by the sales team through the HubSpot UI.
Dynamic Personalization: Pulled real-time CRM data such as , {{deal.amount}}, , and even region-specific legal clauses.
Conditional Rendering: Sections like “Discount Breakdown” or “Payment Terms” only appear when those fields are set in the deal.
Responsive Design: The quote looks sharp on mobile, tablet, or desktop.
Branded Theme: Incorporated company typography, color palette, and layout grid, giving the quote a polished marketing feel.
Multi-language Prep: Field keys and default strings were wrapped for translation-readiness, to support future expansion into EMEA/APAC.
After implementation, the sales team saw an immediate lift in both speed and professionalism:
Quote delivery time reduced by 70% – no more back-and-forths with design or ops
Consistent branding across all proposals, globally
Editable inline sections empowered reps to close without CMS training
Improved conversion on quoted deals due to clearer pricing, legal, and CTA formatting
Sales ops reduced support load, as most quote-related requests became self-service
This wasn’t just a “template” – it was a sales enablement tool. By combining technical flexibility with UI/UX simplicity, the quote felt like an extension of the brand—not just a transactional doc.
Because it was built natively in HubSpot, it plugged seamlessly into:
Deal workflows (for quote approvals)
Contact segmentation (for CRM-driven personalization)
Reporting dashboards (tracking quote views, time-to-close, etc.)
The client is now exploring:
Stripe integration for direct payment on quote view
Multi-tier templates based on deal size
A/B testing quote designs to optimize engagement
A quote isn’t just a summary of services. It's often the first real impression of your business's attention to detail and design. This project proved that with the right CMS mindset and dev approach, a quote can do more than inform—it can convert.
If you're working with HubSpot and still sending dull, disconnected PDFs to your clients—there’s a better way.