A collection of professionally designed Proposals, Estimates & Quotes templates available for Word, PDF, and Excel. Download, customize, and send in minutes.

Send price quotes to potential customers with our free Price Quote Word & PDF template. Download for a professional way to present your services and costs.

Pitch your business ideas successfully with our Business Proposal template. Convince clients, investors, and partners with our free Word & PDF template.

Get backing for your project with our free Budget Proposal Word & PDF template. Download to present detailed and persuasive budget plans to stakeholders.

Dec 19, 2023 · Custom Quote Templates - You can create a custom quote template in HubSpot with a Sales or Service Hub Professional or Enterprise subscription with Super Admin Access. I'd recommend taking a look through this step-by-step guide on creating custom quotes in …

Sep 24, 2024 · Here is a proposal workflow template to copy: https://app.portant.co/templates/tmp_ghMRT4zF7KdDL0 For example, Portant can: source and use any data connected to your HubSpot Deal and customise a proposal with it (custom properties and objects included).

May 12, 2024 · Create a customized quote template (Sales Hub Professional or Enterprise only) HubSpot provides a set of three default quote templates that you can use as-is, or create new templates from. When you create a customized quote template, it will be saved as a new template, leaving the default template in its original state.

Get the green light for your idea with our free Word & PDF Project Proposal template. Download to craft compelling proposals that showcase your project. Logo - Full (Color)

Want to define a scope of work for all project stakeholders? Use HubSpot’s free scope of work template for Word and PDF to get started immediately.

The only way to get new data into the quote template when generating the quote is by using custom properties on either the deal or product objects. Below is a video showing how I used a custom product property to add a rich text product description field.