Introducing the Quotivity Template Designer (Beta)

Over the past several months, we’ve heard the same challenge from many of our customers: Creating quote templates is way too hard.

You’d think it would be simple: tweaking a layout, updating line items, adding branding. But instead of using a visual editor, a lot of these “easy” things actually require digging into HubL code. For most sales teams, that means relying on developers or partners just to make basic design changes.

Teams end up spending hours trying to get quote templates looking polished and ready to send.

Meanwhile, quotes aren’t getting to customers, and time to revenue is getting delayed.

You asked for an easier way to create professional quotes– without the design headaches.

So we built one.

Today we’re excited to introduce the Quotivity Template Designer (Beta). 

Our goal was simple: make it easy to create a beautiful, professional quote in minutes.

With the Quotivity Template Designer, you can generate a clean, polished quote template with a single click and start using it immediately. If you want to customize it further, you can easily adjust layout, styling, and branding to match your exact needs.

Most importantly, this new capability helps your team:

• Create beautiful quotes, fast, without coding.
• Maintain consistent, on-brand quotes across your entire sales team
• Adapt quote layouts as your products, pricing, or messaging evolve
• Send quotes to customers faster by eliminating hours of setup and formatting
• Reduce time to revenue by getting proposals in front of customers sooner

We built the Template Designer directly in response to customer feedback, and this beta is the next step in continuing to refine it with your input.

The Quotivity Template Designer will be included in every Quotivity plan once it launches fully.

Get Beta Access

This is a beta release, so we're asking for feedback from customers and partners like you. We think what you'll see in the template designer today is amazing – and we're adding even more in the next few weeks leading up to our full release. If you’d like early access to the beta, email help@quotivity.com and our team will get you set up.

We’re excited to hear what you think as we continue improving the experience ahead of the full release.

👉 Get Beta Access 👈