Organizing Items by Type in HubSpot Quotations

Other Questions HubSpot
1

I’m working with HubSpot and have items that include a custom property called “Item Type” with options like:

  • Type X
  • Type Y
  • Type Z

When I create quotations, I want to organize all items based on their type. The goal is to have quotations where items from the same type appear together, showing subtotals for each type and a final total.

I’ve looked into HubSpot quotation templates but didn’t see a built-in way to group items by type. I tried manually creating sections in the quote editor, but this doesn’t work automatically and becomes too much work for big quotes. I also checked customization settings but I’m stuck on how to group items using the “Item Type” field to get the layout I need.

Is there any method to make this grouping work in HubSpot? Maybe through customization, coding, or some feature I missed?

2

HubSpot’s native quotation system doesn’t support automatic grouping by custom properties unfortunately. However, there’s a workaround I’ve been using that might help your situation. You can create separate line item categories in your product catalog that correspond to your item types. This requires some initial setup where you duplicate your products under different categories, but once done, HubSpot will automatically group items by category in quotes with subtotals. Another approach I’ve seen work is using HubSpot’s API to pull quote data and generate custom PDF templates through third-party tools like PandaDoc or DocuSign, which integrate well with HubSpot and offer much more flexible formatting options. The API route requires some technical knowledge but gives you complete control over quote layout and grouping.