How To Create And Use Customized Quote Templates In HubSpot (2026 Easy Guide)
Learn how to create and use customized quote templates in HubSpot to send professional, branded quotes faster. This step-by-step tutorial walks you through template setup, customization, and publishing.
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Timestamps:
0:00 – Introduction
0:22 – Navigating to Quote Templates in Settings
0:52 – Creating a New Quote Template
1:28 – Customizing Layout, Branding, and Sections
2:18 – Publishing Your Template
2:32 – Creating a Quote from a Deal Record
3:05 – Selecting Your Custom Template
3:25 – Reviewing and Publishing the Quote
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