HubSpot empowers businesses to streamline sales processes with powerful tools. One such feature is the ability to create custom quote templates. But what if you have numerous products categorized by families, and your quotes need to reflect this organization? This article guides you through developing custom quote templates in HubSpot that group products by Product Category/Family, enhancing clarity and efficiency for both your sales team and your clients.

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Benefits of Grouped Product Quotes:

Grouping products by category offers several advantages:

• Improved Readability: Quotes become more visually appealing and easier for clients to navigate. Category headings break down the product list, making it easier to identify specific items.
• Reduced Errors: Proper grouping minimizes the risk of accidentally omitting or duplicating products within a specific category.
• Enhanced Sales Efficiency: Sales reps can quickly add and remove products within each category, streamlining the quote creation process.

Understanding HubSpot's Quote Templates:

HubSpot provides pre-built quote templates, but customization allows you to tailor them for your specific needs. Here's a breakdown of the key elements:

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• Line Items: These represent the individual products or services included in the quote.
• Default Properties: These pre-defined details, like product name, description, and price, populate automatically for each line item.
• Rich Text Modules: These text boxes allow you to include custom messaging, disclaimers, or terms and conditions within the quote.

Creating a Grouped Quote Template:

• Navigate to Templates: Within your HubSpot account, navigate to Settings > Objects > Quotes and select the Quote templates tab.
• Create a New Template: Click Customize quote template and choose a pre-existing template as a starting point (optional) or select Create new template.
• Line Items Section: Locate the line items section within the template editor. This is where you'll build the product grouping structure.
• Insert a Table: Click the Insert button and choose Table. Configure the table with the desired number of columns (typically two: one for category and one for product details).
• Group Headers (Optional): While not strictly necessary, consider adding a table header row. In the first column, list your product category names.

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Customizing Line Items for Grouping:

• Default Property Mapping: Within the template editor, access the default property settings for your line items (usually under a gear icon).
• Product Category Property: Identify or create a custom property specifically for "Product Category" or "Product Family." Map this property to a relevant field within your product library (e.g., "Product Category" or a custom field).
• Line Item Merge Fields: Back in the line item section, click on a line item to access its properties. Utilize merge fields to populate the product details dynamically. Insert the merge field for the "Product Category" property you mapped earlier into the category column of your table.
• Conditional Formatting (Optional): Consider using conditional formatting to visually distinguish product categories within the table. For example, highlight category headers with a different background color.

Additional Tips:

• Save and Test: Once you've built your grouped product structure, save the template and test it by creating a sample quote. Ensure the categories and products populate correctly.
• Template Duplication: If you have multiple variations of grouped product quotes, consider duplicating your template and customizing them for specific needs.
• HubSpot Resources: Refer to HubSpot's official documentation and knowledge base articles for in-depth guidance on customizing quote templates:

https://knowledge.hubspot.com/quotes/create-custom-quote-templates

Conclusion:

By creating custom quote templates with grouped product categories, you can significantly improve the clarity and efficiency of your sales quotes in HubSpot. This approach benefits both your sales team by streamlining quote creation and your clients by providing a well-organized and easy-to-understand document. Remember, this is a general guide, and exploring HubSpot's features and resources can further enhance your customization capabilities.