Genesis Quote Template
Modules
Feature modules included with the Genesis template
The Genesis template ships with a set of modules you can enable/disable as needed. Each module page explains how it works, limitations, and customisation options. The template uses a mix of HubSpot default modules and custom modules.
Buyer details
Show buyer company, contacts, and address
Sender details
Show sender company, name, email, and address
Line items
Display products and pricing with totals and discounts
Line item taxes
Single tax row for line item taxes
Subtotals
Subtotals grouped by billing frequency
Total
Main total with optional Due now and TCV
Fees
Other fees and discounts list
Print
Print button for the quote
Download
PDF download button and error handling
Payment schedule
Installments schedule table
Payment
Payment CTA and status messages
Signature
Collect signatures via e‑signature or print blocks