No-Code HubSpot Quote Template Designer
Create and customize HubSpot quote templates in minutes. No code, no developers, no delays.
Quotivity Template Designer gives your team a fast, visual way to build polished, on-brand quotes directly within your HubSpot workflow. Design visually, update instantly, and send proposals in minutes instead of days.
A Smarter Way to Build Quotes in HubSpot
Quotivity Template Designer is a no-code quote builder designed specifically for HubSpot users.
Instead of editing code or submitting dev tickets, your team can visually build and update quote templates in minutes—keeping deals moving and proposals consistent.
Core Capabilities
One-click template generation
Skip the setup. Start with a ready-to-use template in one click so your team can skip setup and start customizing right away.
Visual Editor
Design your templates using a simple, visual interface inside HubSpot. Structure layouts, arrange sections, and build quotes exactly how you want. Without HubL.
Easy customization
Easily update colors, logos, text, and structure to match your brand. Keep every quote consistent and professional across your entire team.
Live Quote Preview with Real Data
Preview templates using real deal and quote data before sending.
Accurate Line Items & Pricing
From discounts to advanced pricing structures, Quotivity handles pricing logic behind the scenes so every quote is accurate, consistent, and reliable.
Fast Updates, Zero Rework
Update layouts, pricing, or messaging in seconds—without rebuilding templates or relying on developers.
Built Natively for HubSpot
Template Designer works directly within your existing workflow—no new tools required.
- Design templates using HubSpot’s CMS editor
- Configure modules and content in Quotivity
- Preview quotes with real deal data
- Publish and send quotes without changing your process
No disruption. Just a better way to build and manage quotes.
How It Works
A streamlined workflow designed for speed and simplicity:
1. Create a template
Start from scratch or generate one instantly with Quick Start.
2. Design in HubSpot
Use the visual editor to build your layout and structure.
3. Configure in Quotivity
Define content, logic, and module behavior in a simple interface.
4. Preview and publish
See your quote with real data, then publish and start sending.
Behind the scenes, Quotivity handles rendering, data injection, and formatting—so your templates stay reliable and consistent.
Why Teams Choose Template Designer
Move Faster
Create and update templates in minutes, not hours or days.
Stay Consistent
Ensure every quote is on-brand and professionally formatted.
Scale with Confidence
Easily adapt templates as your products, pricing, and messaging evolve.
Built for Sales & RevOps Teams
Designed specifically for:
- HubSpot admins
- RevOps and Sales Ops leaders
- GTM teams responsible for quotes and proposals
Built from real customer feedback:
“Creating quote templates is way too hard.”
Template Designer solves that problem—without adding new complexity.