Viewing your quote and purchasing HubSpot

If you are buying HubSpot through the HubSpot sales team, once you are ready to complete your purchase, you'll be required to confirm your subscription through an online checkout. This article covers the various elements of your quote and the checkout experience.

Please note: this article covers the checkout experience if you are buying HubSpot. If you want to customize the checkout experience for when your customers are purchasing your products and services, that have been set up in HubSpot, refer to this article.

Viewing your quote

You'll be sent a link to your quote. To view your quote:

• Click the link.

• Your quote will load, allowing you to review the quote details, including the quote expiry date, term commitment, billing cycle, associated costs, renewal information, subscription details, total amount due, taxes due, and legal terms. Taxes are calculated after the company address is added. 

• To download a PDF of the quote, click Download quote.

Checkout using a credit or debit card

If you are paying using a credit or debit card:

• Depending on the quote, there are two ways in which you may need to checkout.

  • Using an existing HubSpot login: if you have an existing HubSpot login, click Checkout and you will be prompted to log in to HubSpot. Login with your credentials to continue checkout.

  • Guest checkout: if you don’t have a HubSpot login, you will be prompted to enter your email address in the dialog box. Enter your email, then click Send purchase link. To turn on guest checkout, contact your sales representative. 

Please note: the link will expire 15 minutes after sending.

• • • You'll receive an email with the quote link. In the email, click View in HubSpot.

• If a HubSpot partner has been included as part of the quote:
  • Click I am purchasing HubSpot for my company if you are purchasing for the company, then click Continue.
  • Click I am an affiliated partner purchasing and paying for HubSpot on behalf of the client if you are a partner purchasing on behalf of your client, then click Continue.
• Add your company details, then click Save & Continue. You can include a purchase order number if applicable.

• Select Card.

• Add your card information.

• If you’d like to use a different billing address, clear the Use my company address checkbox and enter new address details. 

• Click Save & Continue.

• Review the terms and conditions that apply to your subscription and indicate your agreement by selecting the I agree to these terms checkbox.

• If e-signature is required, click Click to sign.

• • Enter your name and your job title, and click Consent to E-Sign.

• Click Complete purchase.

  • If a HubSpot partner has been included as part of the quote, you'll need to confirm their information before receiving confirmation. On the One more thing... page, check the partner details and click Confirm.

• A confirmation page will display and a receipt will be emailed to you.

Checkout using ACH bank debit

ACH bank debit payments are available to U.S. customers only. To pay using ACH bank debit:

• Depending on the quote, there are two ways in which you may need to checkout.
  • Using an existing HubSpot login: if you have an existing HubSpot login, click Checkout and you will be prompted to log in to HubSpot. Login with your credentials to continue checkout.
  • Guest checkout: if you don’t have a HubSpot login, you will be prompted to enter your email address in the dialog box. Enter your email, then click Send purchase link. To turn on guest checkout, contact your sales representative. 

Please note: the link will expire 15 minutes after sending.

• • • You'll receive an email with the quote link. In the email, click View in HubSpot.

• If a HubSpot partner has been included as part of the quote:
  • Click I am purchasing HubSpot for my company if you are purchasing for the company, then click Continue.
  • Click I am an affiliated partner purchasing and paying for HubSpot on behalf of the client if you are a partner purchasing on behalf of your client, then click Continue.

• Add your company details, then click Save & Continue. You can include a purchase order number if applicable.

• Select Bank Account.

• Add your bank account information.

• If you’d like to use a different billing address, clear the Use my company address checkbox and enter new address details. 

• Click Save & Continue.

• Review the terms and conditions that apply to your subscription and indicate your agreement by selecting the I agree to these terms checkbox.

• If e-signature is required, click Click to sign.

• • Enter your name and your job title, and click Consent to E-Sign.

• Click Complete purchase.

  • If a HubSpot partner has been included as part of the quote, you'll need to confirm their information before receiving confirmation. On the One more thing... page, check the partner details and click Confirm.

• A confirmation page will display and a receipt will be emailed to you.

Checkout when issued an invoice

If you've been issued an invoice for payment, to checkout:

• Depending on the quote, there are two ways in which you may need to checkout.

  • Using an existing HubSpot login: if you have an existing HubSpot login, click Checkout and you will be prompted to log in to HubSpot. Login with your credentials to continue checkout.

  • Guest checkout: if you don’t have a HubSpot login, you will be prompted to enter your email address in the dialog box. Enter your email, then click Send purchase link. To turn on guest checkout, contact your sales representative. 

Please note: the link will expire 15 minutes after sending.

• • • You'll receive an email with the quote link. In the email, click View in HubSpot.

• If a HubSpot partner has been included as part of the quote:
  • Click I am purchasing HubSpot for my company if you are purchasing for the company, then click Continue.
  • Click I am an affiliated partner purchasing and paying for HubSpot on behalf of the client if you are a partner purchasing on behalf of your client, then click Continue.

• Add your company details, then click Save & Continue. You can include a purchase order number if applicable.

• Under Add your Payment Details, view the net terms of your invoice.

• If you’d like to use a different billing address, clear the Use my company address checkbox and enter new address details. 

• Click Save & Continue.

• To download the review page, click Download review pdf.

• Review the terms and conditions that apply to your subscription and indicate your agreement by selecting the I agree to these terms checkbox.

• If e-signature is required, click Click to sign.

• • Enter your name and your job title, and click Consent to E-Sign.

• Click Complete purchase.

  • If a HubSpot partner has been included as part of the quote, you'll need to confirm their information before receiving confirmation. On the One more thing... page, check the partner details and click Confirm.

• The order Order Form will display and a receipt will be emailed to you.