Generate quotes with Breeze Assistant

Summary

Use Breeze Assistant to generate quotes based on your CRM data and predefined templates. By entering a prompt, you can create a draft quote that includes relevant deal or company information, such as line items, pricing, and terms. Then, refine the quote using follow-up prompts before opening it in the quote editor to review and finalize details.

Please note: you can manage AI feature access in your AI settings and configure what data is shared. Review HubSpot's AI Trust FAQs and AI Model Cards for detailed information on AI security controls, data use, and compliance.

Before you get started

Before you generate quotes with Breeze Assistant, review the requirements and considerations.

Understand requirements to use Breeze Assistant

• To use Breeze Assistant, turn on Give users access to Breeze Assistant in your AI settings.

Understand limitations & considerations when using Breeze Assistant

• For an overview of configuring your account for AI features, review how to set up a HubSpot account to adopt AI features.

How to generate quotes with Breeze Assistant

Breeze Assistant evaluates your prompt to select the correct quote template, pulls in relevant deal or company information, and generates a drafted quote for you to review.

1. In the top navigation bar, click breezeSingleStarIcon Assistant in the top right.
2. Enter your prompt. Provide as much detail as possible, including the template and line items. If no template is specified, Breeze Assistant uses your most recently used template. For example:

Create a quote for CompanyXYZ using My Quote Template. Set the term to 12 months.

Create a quote for Example Deal using My Quote Template. Include the Installation line items.

3. Click the breezeSendIcon send icon.
4. Breeze Assistant will generate a quote outline based on the prompt you provided. To edit additional quote details, enter a prompt and then click the breezeSendIcon send icon. For example:

Apply a 15% discount to all line items.

Update the term to 5 months.

5. After confirming the quote details in the outline, enter Proceed to create quote and then click the breezeSendIcon send icon
6. Breeze Assistant will generate the drafted quote.
7. Click Go to quote to continue building your quote in the quote editor.