Installing templates
Step-by-step guide to install HubSpot quote templates. Connect your portal, configure permissions, and deploy professional quote templates in minutes without coding.
Installing templates
Important
Do make sure you still have access to Legacy Quotes before attempting to install and use the templates.
From your dashboard, connect your HubSpot portal with the requested permissions.
Choose a template you’ve purchased to begin installation.
Follow the guided steps to install assets and configure basic settings in your portal.
Open HubSpot quotes and confirm the template appears and renders as expected.
Need help?
If installation fails, see Troubleshooting or contact support.