Deals

Create and share quotes

Last updated: October 8, 2019

Applies to:

Sales Hub  Professional, Enterprise

Users with an assigned Sales Hub Professional or Enterprise seat can create quotes in their account to share with buyers. Use the quotes tool to create a web page that includes pricing information for products.


Create quotes

  • In your HubSpot account, navigate to Sales > Deals.
  • Click the name of the deal you want to create the quote for.
  • In the right panel, in the Quotes section, click Create quote.

Please note: 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 template: click the dropdown menu and select a template.
    2. Quote name: enter a name for your quote.
    3. 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.quote-details-screen
  • To update the default color and logo that display, edit your sales tool branding in your account settings. 
  • Click Next.

Please note: if you want to finish your quote at a later time, click Save, then click Exit in the bottom left to leave the quote editor. You can save the quote as a draft at any step, then access the quote draft for editing directly from the deal record.

2. Buyer Information

Add contact record(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 of their name.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 include 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 include 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 based on 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.

  • If you haven't added any products to your deal, you can do so from the quote editor. To add existing products to the quote, click Add from library. To create a new product specifically for this quote, click Add product.add-product-from-quote-line-item-editor
    • If you select Add from library, in the Add Products panel, select the product(s) to add to the quote, then click Add
    • If you select Add product, enter your new product's details in the panel on the right, then click Save or Save and add another. This allows you to create a product that is unique to the individual quote. Products created from the line item editor will not be added to your product library.
  • To edit a product included on the quote, 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, then decide if you want to publish the quote, save it as a draft, or submit it for approval:
    • If you want to review and edit your quote at a later time, click Save, then click Exit in the bottom left to leave the quote editor.
    • To publish the quote, click Finish quote.

Please note: after saving a quote as a draft, you cannot edit the esignature options in the Signature & Payment step.

After submitting a quote for approval, you can't edit the quote unless it is rejected by your account's quote approver.

    • If your quote requires approval, 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

Edit a quote draft

To revisit and publish your quote draft:

  • In your HubSpot account, navigate to Sales > Deals.
  • Click the name of the deal where your quote draft is saved.
  • In the right panel in the Quotes section, click Edit next to the quote draft.
  • Finish setting up your quote, then click Finish quote on the Preview step.

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, it cannot be deleted.quotes-delete-quote
  • In the dialog box, click Yes, delete quote.