Customize Quotes with Branding and Templates in Hubspot
Branding your sales quotes in Hubspot helps you deliver a consistent, professional experience from first interaction to closed deal. By using themes, templates, and quote settings, you can control how quotes look, what buyers can do, and how your brand appears across every proposal.
This guide walks through the full process of setting up and managing quote branding so your sales team can generate polished, on-brand documents in a few clicks.
Hubspot quote customization overview
In supported editions, Hubspot lets you define a default theme and template, manage logos and colors, and choose what behavior buyers have on each quote. These settings live in your quote preferences and apply to all newly created quotes unless a user overrides them during quote creation.
You will work mainly in two places:
- Quote settings and defaults
- Branding tools, themes, and templates
Access to some options depends on your subscription level and user permissions.
Access your Hubspot quote settings
To start configuring how quotes look and behave:
- In your account, click the settings icon in the main navigation.
- In the left sidebar, open the section for objects, then choose the quotes area.
- Locate the quote preferences panel where you can adjust defaults and rules.
From here, you can update creation rules, allowed actions, and the appearance options that control your branding.
Control publishing and approval behavior in Hubspot
Before focusing on visual branding, confirm the quote workflow rules your team needs.
Hubspot quote creation and publishing rules
In the quote settings area you can decide whether users can publish quotes without approval or must follow an internal process. Typical options include:
- Allowing all users with quote permissions to publish directly
- Requiring manager or finance approval above certain amounts
- Limiting who can edit or clone existing quotes
Set these rules so that your branded quotes remain compliant with pricing and discount policies.
Buyer actions available in Hubspot quotes
You can also control what visitors can do on a published quote. Settings can include:
- Allow or disallow downloading a PDF version
- Enable or disable electronic signing
- Allow edits to quantities or optional items when supported
These options define the interaction model on your quote pages while keeping a consistent branded experience.
Configure default themes and templates in Hubspot
Once the workflow is set, configure how quotes look by choosing a default theme and template.
Select a Hubspot quote theme
The quote theme controls styling such as typography, layout, and certain design elements. To select a default theme:
- Open your quote settings page.
- Locate the theme or appearance section.
- Choose the theme you want as your default for new quotes.
The selected theme applies automatically whenever a sales user creates a new quote, though they may be able to switch themes if permissions allow.
Choose a default Hubspot quote template
The template manages structure and available sections, such as company details, line items, discounts, terms, and signatures. To set your default template:
- In the same quotes configuration area, find the templates section.
- Browse the available quote templates.
- Select a template that aligns with your sales process and branding requirements.
The default quote template becomes the starting point for most quotes, ensuring a consistent layout and content framework.
Brand your quotes with logos and company information
Visual consistency comes from correct logo usage and accurate company details. Make sure these elements are correctly configured.
Add or update your Hubspot logo
Depending on your subscription, you can set a logo that appears on quotes and other branded documents:
- Go to the account branding or logo settings area.
- Upload your primary logo image following the recommended size and format.
- Confirm how it displays on quote previews.
The logo you define here is pulled into the header of many system templates, including your quote theme, to present a unified brand.
Confirm company name and legal details in Hubspot
Accurate company identity is essential on any sales document. Verify:
- Public company name
- Registered address, phone number, and website
- Tax identifiers or registration numbers where required
These values appear throughout your quotes, especially in headers and footers, so review them regularly for accuracy.
Customize content sections in Hubspot quote templates
Many templates include configurable content areas for descriptions, notes, and legal language.
Edit introduction and summary sections
In your chosen template, you can often adjust introductory copy and summary text. Use this space to:
- Explain the scope of work
- Reinforce your value proposition
- Highlight timelines or key milestones
Keep content clear and concise so buyers immediately understand what they are reviewing.
Update terms, conditions, and legal text in Hubspot
Most quote templates support standard terms and legal language. Configure this once in the template so all quotes inherit the same foundation. Examples include:
- Payment terms and due dates
- Cancellation or renewal language
- Service level details and limitations
Work with your legal or finance teams to maintain compliant, up‑to‑date language across every quote.
Set up payment, e‑signature, and approvals in Hubspot
Modern quotes often include payment collection and electronic acceptance options.
Configure payment options on Hubspot quotes
When supported in your region and plan, you can connect payment tools so buyers can pay directly from a quote. In your quote or payment settings, you can:
- Connect supported payment providers
- Enable payment on selected templates
- Define currencies and accepted methods
Embedding payment actions directly into a branded quote reduces friction and accelerates deal closure.
Enable signatures and internal approvals
To streamline closing, configure e‑signature and internal approval behavior:
- Add signature fields for your company and buyer contacts
- Choose signing order if multiple signers are required
- Set approval rules that trigger before publishing high‑value quotes
These options convert your branded, on‑page document into a complete acceptance workflow.
Preview, test, and share Hubspot quotes
Before rolling changes out across your sales team, preview your branded templates.
- Create a test deal and open the quote creation flow.
- Confirm the selected theme, template, logo, and content sections.
- Preview the quote as your customer would see it.
- Adjust any spacing, labels, or text that looks unclear.
Once satisfied, publish sample quotes and share them with internal stakeholders for review.
Ongoing maintenance and optimization in Hubspot
Branding and quote processes evolve as your business grows. Schedule periodic reviews to:
- Update logos or colors after any brand refresh
- Revise legal text when policies change
- Retire outdated templates and themes
- Monitor how often each template is used by the team
Regular improvements help keep your quotes aligned with both your brand and your current sales strategy.
Helpful resources for advanced Hubspot quote branding
For more advanced configuration options and the latest product changes, you can review the official guide on customizing quotes with branding and templates on the vendor’s knowledge base: View the official customization documentation.
If you need expert help implementing a full quoting system strategy across your CRM stack, analytics, and website, you can also contact a specialist consulting partner such as Consultevo.
By configuring themes, templates, logos, behaviors, and payment options, your sales team can generate consistent, professional quotes in Hubspot that build trust and help close deals faster.
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