Deals

Create and share quotes

Last updated: May 9, 2019

Applies to:

Sales Hub  Professional, Enterprise

Sales Hub Professional and Enterprise users can use quotes to provide buyers with a web page containing pricing information for products.

Create quotes

  • In your HubSpot account, navigate to Sales > Deals.
  • On the right side of the deal record, in the Quotes section, click Create quote.

Please note: products need to be added to the deal before a quote can be created. If you are using the Shopify integration with HubSpot, you cannot create a quote for deals synced from Shopify and will not see a Quotes section on those deal records.  

quotes-create-quote

  • Continue setting up your quote following the steps below.

1. Quote Details

  • Enter the details of your quote:
    1. Quote name: enter a name for your quote.
    2. Expiration date: select an expiration date. By default, quotes will expire within 90 days of quote creation. You can also adjust this time limit to 30 days, 60 days, or a custom date. When a quote expires, your contacts can no longer access it and will be prompted to contact your team.

Please note: if you want to view the quote after it expires, in the dialog box, click View quote to view a PDF version. 

    1. Comments to buyer: enter any additional information that will be useful for your buyer. Use the formatting options at the bottom of the editing window to modify the text or insert a link. Click the snippets icon to enter a short, reusable block of text.
    2. Purchase terms: enter any rules or regulations your buyer should be aware of. Use the formatting options at the bottom of the editing window to modify the text or insert a link. Click the snippets icon to enter a short, reusable block of text.
    3. Branding: view your company logo and color, which is set in your branding settings of your HubSpot account.
quote-details-screen
  • Click Next.

2. Buyer Information

Add contact(s) and a company record to this quote to use as contact information. Contacts and companies will appear here by default; to remove them from the quote, clear the checkbox to the left.quote-buyer-information

To add a new contact or company:

  • Click Add contact. In the dialog box, select the checkbox(es) next to the contact(s) you want to appear in the quote. Then, click Save.
  • Click Add company. In the dialog box, search for a company, then click Select beside the company you want to appear in the quote.

add-contact-quote

  • Click Next.

3. Your Information

Verify that your personal information and company information is accurate. By default, your personal information is pulled from your profile and preferences and your company's information is set in your account settings. To edit your information for an individual quote:

  • Click your name or company name.
  • In the right panel, update your personal information.
  • Click Save. quotes-edit-personal-information
  • Click Next.

quotes-your-info4. Products

Review and edit the products that will appear on your quote. Any changes made here will update the products listed on the deal record:

  • To add additional products, click Add product.
  • To edit a product, hover over the product and click the Actions dropdown menu, then select Edit. You can also edit the product's term, price, and quantity directly from the product line item. quotes-edit-a-line-item
  • To remove a product, hover over the product and click the Actions dropdown menu, then select Remove.
  • To reorder the products, drag and drop each product line item.

In the Totals section, you can add taxes, fees, and discounts. 

  • To add a tax, fee, or discount, click +Add tax/fee/discount.
  • Enter a name for the tax and a value in the USD field.quotes-add-fee-tax-discount
  • Remove any taxes, fees, or discounts by clicking the trash can icon next to the USD field. 
  • Click Next.

5. Signature & Payment

  • Select a signature option for your quote:
    • No signature: no signature is required to authorize the quote.
    • Include space for print signature: use a handwritten signature on a printed copy of the quote.
    • Use eSignature (Sales Hub Enterprise only): use a digital signature to sign a quote. If you select this option, learn how to esign your quote
      • Select the checkbox next to the contact's email whose signature is required.
      • Click the Countersigners dropdown menu and select a HubSpot user's name. e-signature-required-sig-countersigners
  • If you are using the Stripe integration to bill your customers directly from the quote, click to toggle the Use a connected Stripe account switch on.
  • Click Next

6. Preview

  • Review your quote. If you want to review and edit your quote at a later time, click Save draft

Please note: after saving a quote as a draft, you cannot edit the esignature options in the Signature & Payment step. Additionally, after submitting a quote for approval, you will no longer have the option to save a quote as a draft. 

  • When you're ready to publish the quote, navigate to the quote's deal record and click the quote's name. Click through each step until you reach the Preview page, then click Finish quote
save-quote-as-draft
  • If you have the All quotes require approvals setting enabled, click Request quote. Your account's quote approver must approve the quote before you can publish it and send it to your contacts. 

Please note: the quote preview will appear in your account language, but a visitor will see the quote based on their browser language preferences. For example, if a visitor's browser language preference is French, they will see a quote generated in French on the quote page.

  • To share your published quote:
    • Click Copy in the dialog box to get the quote's page URL. Paste this URL in a new browser to view the quote, or send the URL to others. 
    • Or, click Write email with quote. You'll be brought to the contact's timeline in HubSpot, and the Email pop-up box will open automatically with a link to the quote page.quotes-write-email-with-quote

You can also share the quote from a contact, company, or deal record:

  • In your HubSpot account, navigate to contacts, companies, or deals.
  • Click the name of a record.
  • In the left panel, click the Email icon email 
  • In the pop-up window, click the Quotes dropdown menu and select a quote. In order to see the quotes in the dropdown menu, there must be a quote created for the deal(s) associated to that contact or company record.select-quote-from-crm-communicator
  • With the quote page URL, the contact can view the quote in their browser, download the quote, or print the quote.quotes-download-quote-or-print-quote

Manage quotes

Export quotes

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, navigate to Sales > Products & Quotes.
  • Click the Quotes tab.
  • To receive an email with a download link to the exported file, click Export.export-quotes

Delete quotes

  • In your HubSpot account, navigate to Sales > Deals.
  • Click the name of the deal you created a quote for.
  • In the right panel in the Quotes section, click the Actions dropdown menu next to the quote and select Delete. If the quote has been signed or has been paid, you will not be able to delete it.quotes-delete-quote
  • In the dialog box, click Yes, delete quote.