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DELIVERY MODULE About 1 week

Commerce Hub・Quote Template Build

Builds a branded quote template in HubSpot, with configured fields, line item display and signature workflow, so the sales team can generate professional proposals directly from deals.

Delivery module

AU$400

About 1 week

Enquire About This Module Enquire About This Module

What this module actually does

Included

Client has a branded quote template in HubSpot that the sales team can use to generate professional proposals directly from deals.
Quotes include accurate product pricing, company information, and terms.
The full flow from deal to quote to client-facing document works reliably.
E-signature or countersign is configured and tested (if applicable).

Not included

Quote content writing (terms and conditions, legal disclaimers, boilerplate text)
Quote approval workflows (manager approval before sending)
Multiple currency configurations
Custom coded quote modules or advanced template customisation beyond HubSpot's native builder
Payment collection setup (covered by Commerce Hub・Payments & Invoicing Setup)
Ongoing template updates or maintenance after delivery
Quote snippet or saved text block creation
Quote automation (auto-generating quotes from deal stage changes)

How it runs

Kickoff

We confirm exactly what the module needs to do and sort out the access we need, so there's no delay once work starts.

Build

We build and configure the module in your portal, working from the scope we agreed.

Handover

You get it tested, documented, and walked through with your team.

What we need from you

A HubSpot subscription that includes custom quote templates (Professional or Enterprise), needed before Kickoff
Partner Admin access to HubSpot, or a user with Manage quote templates permission, needed before Quote Template Build
Company logo in high resolution (PNG or SVG preferred) and brand colour hex codes, needed before Quote Template Build
Company details to show on quotes (company name, ABN, address, phone, email), needed before Quote Template Build
Default payment terms and quote expiry period, needed before Quote Template Build
Terms and conditions text or legal disclaimers, written by you, needed before Quote Template Build
Whether quotes need e-signature, print and sign, or countersigning, and who countersigns, needed before Quote Template Build
Which line item columns to show (for example quantity, discount, tax), needed before Quote Template Build

What do I actually get at the end?

A part of your HubSpot portal that's built, tested, and documented, plus a handover so your team knows how to use it.

How long does it take?

The timeline shown above is a rough guide for this module, counted in weeks from the point scope and access are confirmed. It moves with how quickly your team can give us access and sign-offs.

Can this be combined with other modules?

Yes. Modules are often bundled into one Build Project, so if you need more than one, we scope them together.

Want this module in your scope?

Enquire and we'll come back with timing and how it fits with everything else you need.

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