Template modules reference

Every Quotivity module you can add to a quote template, what it puts on the quote, and where to configure it.

Overview

A quote template is assembled from Quotivity modules. You add the modules to the template’s HubSpot landing page, and you configure what each one does inside Quotivity Studio. This article lists every module and links to its settings.

Each module name below appears twice: once in HubSpot’s module picker (where you add it to the page) and once in Quotivity’s Template Modules panel (where you configure it).

The modules

In HubSpot’s module picker	In Quotivity	What it puts on the quote
Quote Title (Quotivity)	Quote Title	The quote’s title, with optional conditions
Quote Information (Quotivity)	Quote Info	Header details such as quote number, dates, and sender
Sender Company (Quotivity)	Sender Company	Your company’s name and address
Sender contact (Quotivity)	Sender Contact	The rep who sent the quote
Buyer company (Quotivity)	Buyer Company	The buyer’s company, from the CRM
Buyer contacts (Quotivity)	Buyer Contacts	One block per contact on the quote
Line Item (Quotivity)	Line Item Table	The products table and its totals
Payment Terms (Quotivity)	Quote Terms	The quote’s terms and conditions
Product Terms (Quotivity)	Product Terms	Terms that belong to individual products
Quote Signature (Quotivity)	Quote Signature	The acceptance and signature block
Quote Forms (Quotivity)	Quote Forms	HubSpot forms the buyer fills in
Quote Attachments (Quotivity)	Quote Attachments	Files the rep attached to this quote
Template Attachment (Quotivity)	Template Attachments	PDFs that ship with every quote from this template
Quotivity External Embed	Quote Embed	Embedded content from a CRM property
Comments (Quotivity)	Comments	The rep’s comments to the buyer
Print & Download (Quotivity)	Print and Download	Print and download buttons
Rich Text (Quotivity)	Rich Text	Free-form content with CRM tokens and conditions
Rich Text Group (Quotivity)	Rich Text Group	Several conditional sections in one placeholder
Page break (Quotivity)	Page Break	A page break for print and PDF
Custom Code (Quotivity)	Custom Code	A bespoke section built with HTML and LiquidJS (Enterprise)

How module configuration works

Every module is configured the same way, so these behaviors apply throughout the articles above.

Open the module. In the template editor, the Template Modules panel lists every module detected on the landing page, with its module type beneath the name. Hover a module to highlight where it sits in the preview, then click it to open its configuration panel.
Rename it. Click the module’s name in the panel to edit it. The name is internal — buyers see headings you set inside the module, not this name. The Quote Attachments, Template Attachments, and Quote Signature modules fall back to this name if you leave their heading empty.
Edit the settings. Changes save automatically a moment after you stop typing, and the preview refreshes as you go.
Hide a module with Hide Module at the bottom of the panel, or the eye icon in the module list. A hidden module stays on the landing page but is left out of the rendered quote — useful for a section you’re not ready to show.
Undo your edits with Reset, which restores the module to its last published state. Modules with unsaved-but-unpublished edits are flagged in the panel.
Publish the template when you’re done. Configuration changes only reach buyers after you publish.

Adding and removing modules

Modules live on the template’s HubSpot landing page. Click Edit Design to open the page in HubSpot, search the module picker for “Quotivity”, drag the module you want into the layout, and publish the page. Quotivity picks up the change and lists the module in the template editor.

Two modules can only be added once per template: Quote Signature and Template Attachment. Every other module can appear as many times as you need — several Line Item tables filtered to different products, or a Rich Text module between each section.

Tips

If a module you added in HubSpot doesn’t appear in Quotivity, publish the landing page — Quotivity only detects published modules.
Quotivity modules deliberately have no settings inside HubSpot. The fields you see there are placeholders; the real configuration is in Quotivity Studio.
Colors, fonts, and spacing come from the landing page, not from module settings. Change the look on the page and the content in Quotivity.