Deals

Use quotes

Last updated: September 17, 2018

Applies to:

Sales Hub Professional, Enterprise

Quotes is a feature for Sales Hub Professional and Enterprise users who wish to give buyers a web page containing pricing information for products

Create quotes

  • In your HubSpot account, navigate to Sales > Deals.
  • In the Quotes card on the left side of the deal record, click Create quote

Please noteproducts need to be added to the deal before a quote can be created. If you are using the Shopify integration with HubSpotyou cannot create a quote for deals synced from Shopify. You will not see a Quotes card on the deal record in this case. 

create-quote-from-deal-record

Then walk through the steps of creating your quote:

Details 

Enter the details of your quote: 

  1. Quote name: title of your quote. 
  2. Expiration date: the date your quote expires. When a quote expires, your prospects can't access the link, but can see your contact information.
  3. Comments to buyer: any additional information that will be useful for your buyer to know. Click Insert snippet to select a snippet.
  4. Terms: any rules or regulations your buyer should be aware of. Click Insert snippet to select a snippet.
  5. Branding: your company logo and color, set in your branding settings of your HubSpot account. 

Click Next after customizing your quote's details.

quotes-detailsBuyer Information 

Select a contact and a company the quote is for:

  • Click Add contact. In the dialog box, check the box(es) beside the contact(s) you wish to appear in the quote. Then click Save.   
  • Click Add company. In the dialog box, search for a company and then click Select beside the company you wish to appear in the quote. 
  • Click Next after selecting a contact and a company.

add-contact-quote

Your Information 

Verify that the information about you and your company is accurate. Then, click Next.

quotes-your-infoProducts 

Review the products that will show on your quote's page.

  • To add additional products, click Add product
  • To edit a product, hover over it and click Actions > Edit.
  • To remove a product, click Actions > Remove.

Any changes made here will update the products listed on the deal record. 

In the Totals section, you have the option of adding taxes and fees. 

  • To add a tax, click +Add tax. Enter a name for the tax and a value in the USD field on the right. 
  • To add a fee, click +Add fee. Enter a name for the fee and a value in the USD field on the right. 

You can remove any taxes or fees you add by clicking the trash can icon to the right of the USD field. The total is calculated automatically by adding the subtotal and the taxes and fees.

When you're done, click Next.

quotes-products-taxes-fees

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 - use a digital signature to sign a quote. 
If you select Use eSignature, determine which signatures are needed from your prospect's team and who from your team needs to countersign the quote: 
  • Select the checkbox next to the contact's email whose signature is required. 
  • Click the Countersigners dropdown menu and select a team member's name.  e-signature-required-sig-countersigners

After configuring your signature options, 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.

Preview 

After reviewing the quote preview, click Finish quote. If you have the All quotes require approvals setting enabled, click Request quote

finish-quote

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.

Share quotes

You can share your quote a few different ways: 

  • In the dialog box, click Copy to copy the quote page's URL. You can then paste the URL in a new browser to see the quote page and send the URL to others who you wish to see the quote page. 
  • In the dialog box, click Write email with quote. You'll be brought to the contact's timeline in HubSpot, and the Email tab with a link to the quote page will be opened automatically. 

quote-copy-email

  • From a contact, company, or deal record record, click the Email tab. Then 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 or print the quote.

Export quotes 

You can export all of your existing quotes from HubSpot:

  • 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, then click Export.export-quotes
  • In the dialog box that appears, click the File format dropdown menu and select which type of file you want to receive. Enter your Email, then click Export.
  • A download link with your quote data will be sent to the email address specified.

eSign quotes (Sales Hub Enterprise only)  

An electronic signature, or an e-signature, is a person's electronic expression of agreement to the terms of a particular document. E-signatures are valid and legal in the United States, Canada, the European Union, the UK, and many other countries. They have the same legal weight as written signatures. 

HubSpot’s e-sign feature is powered by HelloSign. Users do not need to create an account with HelloSign in order to use e-sign as part of the regular quote creation process within HubSpot.

To e-sign a quote, open the quote link in your browser or access the quote directly from the deal record: 

  • In your HubSpot account, navigate to Sales > Deals.
  • Click the name of the deal. 
  • In the Quotes card on the left, locate the quote that needs a signature and click Actions Countersigncountersign-quote
  • Click Sign at the bottom of the quote. click-sign-on-quote
  • In the dialog box, click Verify next to your email address. verify-email-dialog-box
  • A verification email will be sent to your inbox. Sign into your email account and locate the verification email. Click Verify and signverify-and-sign-quote
  • Scroll to the bottom of the quote and click the signature field next to your name. Or, click Get started in the top-right corner, then click the signature field
  • In the dialog box, create your signature. Then click Insertsign-quote-with-hello-sign
  • Click Continue
  • Review the terms of agreement then click I agree
  • Click Close

To check to see if your prospect has signed the quote, navigate to the Quotes card on the deal record. Click Actions Download signed quote to download and print a copy of the signed quote. If you are waiting on signatures, click Actions View signatures to see who still needs to sign. 

Please note: each user can use 30 e-signatures per month in their HubSpot account. 

Approve Quotes (Sales Hub Enterprise only - BETA)

Sales managers may want to review the terms of a quote or approve the discount rate before it's sent to a prospect. Enable the quotes approval setting to require a user's approval before sharing the quote with your prospects. This feature is currently in beta

  • 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. 
  • Click to toggle the Require approvals on all quotes switch on. all-quotes-require-approvals
  • In the dialog box, click the Approver dropdown menu and select a user to approve all quotes. 

Please note: only Sales Hub Enterprise users can approve quotes, and there can only be one approver per HubSpot account.

  • Click Set approver and create workflowschoose-a-quotes-approver

When you enable this setting, three active workflows will be automatically added to your account. The workflows are named: When quotes require approvalWhen changes are requested on a quote, and When quotes are approved.

On the quotes setting tab, click View workflows to be taken to the workflow tool, or follow the steps below to customize the quotes-based workflows:

  • In your HubSpot account, navigate to Automation > Workflows.
  • Select Quote workflows in the left sidebar menu. 
  • Click the name of a workflow to open the editor. 
  • Here you can customize and automate the quotes approval process. You can create tasks, clear property values, and set new property values based on the quote's approval status. 

Once your quotes-based workflows are customized to your liking, you can request changes or approve quotes directly from the quote. All tasks and property value updates will happen automatically via workflow automation. To request changes or approve a quote:

  • In the top corner of the quote, click Request changes.
  • In the dialog box, enter comments in the text field then click Request changes.   request-changes-dialog-box
  • When the quote is adjusted and ready to be published, click Approve and publish in the top-right corner of the quote.  

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