No-Code Sales Quotes Template Designer for HubSpot
Create and customize polished sales quotes in HubSpot without code, developers, or long template projects.
Quotivity gives your team a visual quoting solution for building branded quote templates, updating sales quotation layouts, and sending proposals faster.
A Smarter Way to Manage Sales Quotes in HubSpot
Quotivity's Template Designer is a no-code quote builder designed specifically for HubSpot users.
It gives RevOps and sales teams a better way to handle quotation management, so they can create new templates, send polished sales quotes, and update a revised quote without waiting on developers.
Core Capabilities
Use Template Designer to control how pricing, line items, discounts, and terms appear on every quote, including revised quote versions after rate negotiations or pricing changes.
One-click template generation
Skip the setup. Start with a ready-to-use template in one click so your team can build clean, professional sales quotes without starting from a blank page.
Visual Editor
Use the visual editor to build your sales quotation layout inside HubSpot. Add sections, adjust structure, and manage quote content without touching HubL.
Easy customization
Update colors, logos, text, and structure as your sales process changes. When rate negotiations lead to a revised quote, your team can keep the layout clean, consistent, and ready to send.
Live Quote Preview with Real Data
Preview sales quotes with real deal, line item, and pricing data before sending. This helps teams review pricing structure examples, discounts, totals, and quote terms before the customer sees them.
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 when your team needs to send a revised quote after pricing, scope, or terms change.
Better Sales Quotes Without More Template Work
Sales quotes should help deals move forward, not create more admin work.
With Quotivity Template Designer, your team can manage templates, show pricing clearly, send a revised quote when terms change, and keep every sales quotation consistent inside HubSpot. That gives sales, RevOps, and finance a cleaner quoting solution without another manual template process.
A HubSpot-Native Quoting Solution for Sales Quotes
Template Designer works inside your existing HubSpot workflow, so your team can build, preview, publish, and send sales quotes without adding another system.
For teams thinking beyond the quote itself, cleaner quote templates also support the handoff into order processing, sales orders management, and the broader quote cash workflow.
- 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 for Sales Quotes
Most teams don't need another template project. They need a faster way to manage sales quotes, make updates, and keep every revised quote consistent as pricing, products, and messaging change.
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 products, pricing structures, and rate negotiations become more complex.
Built for the Teams Managing Sales Quotes
Template Designer is built for HubSpot admins, RevOps leaders, Sales Ops teams, and GTM teams responsible for sales quotes, proposals, and quotation management. It gives them a quoting solution they can update without pulling in developers for every layout, pricing, or branding change.
Built from real customer feedback:
“Creating quote templates is way too hard.”
Template Designer solves that problem—without adding new complexity.
Frequently Asked Questions About Sales Quotes
What is a request a quote workflow?
A request a quote workflow is the process a buyer or sales rep uses to ask for pricing, build the quote, review terms, and send the final sales quote.
In HubSpot, Quotivity helps teams turn that request into a polished quote template faster.
What does order processing mean after a quote is accepted?
Order processing means turning an accepted quote into the next steps needed to fulfill the sale.
That can include confirming products, quantities, pricing, terms, approvals, and the handoff to finance or operations.
What is the meaning of the sales process?
The sales process is the path a deal follows from early interest to a signed agreement.
For teams with complex pricing, sales quotes are a key step because they show the buyer what they are buying, what it costs, and what happens next.
How do sales quotes support sales orders management?
Sales quotes support sales orders management by clearly showing products, quantities, pricing, discounts, and terms before the order moves forward.
Better quote templates reduce confusion during the handoff from sales to operations.
What pricing structure examples can appear in a sales quote?
Common pricing structure examples include one-time fees, recurring fees, volume pricing, tiered pricing, discounts, add-ons, services, and bundled products.
Quotivity helps teams present those details clearly in HubSpot quote templates.
What is a revised quote?
A revised quote is an updated version of a sales quote after pricing, products, quantities, terms, or scope changes.
Template Designer helps teams keep revised quotes clean and consistent without rebuilding the template.
