Create and send quotes

After setting up quotes, create and send them using the quote editor.

Build branded quotes incorporating deal information, personalized cover letters, line items, including products with flat-rate or tiered pricing. Add specific terms, e-signature or click-to-accept acceptance, billing, and payments. When the quote is ready, send it to your buyer to review, accept, and pay.

Create quotes

Create quotes from deal records, or the quotes index page.

Create a quote using Breeze Assistant

Learn how to create a quote using Breeze Assistant.

Create quotes from a deal

Create a quote from the deals index page, a deal record, or from the board views of the deals index page or sales workspace. Deals created through e-commerce integrations, such as Shopify, can't be associated with quotes.

The quote's currency will match the associated deal's Currency property. Learn about the supported currencies when using HubSpot payments or Stripe as your payment processing option.

To create a quote from the deal index page:

1. In your HubSpot account, navigate to CRM > Deals.
2. If the Deal dataSyncRight Quote column isn't added to the index page:
   • In the upper right, click Edit columns.
   • Select the Deal dataSyncRight Quote checkbox and click Apply.
3. In the Deal dataSyncRight Quote column, click Create quote.
   
   
4. In the right panel, if quote templates have been created, click the Select a quote template dropdown menu and choose a template.
5. Build your quote.

To create a quote from a deal record:

1. In your HubSpot account, navigate to CRM > Deals.
2. Click the name of the deal you want to use for the quote.
3. In the right sidebar, on the Quotes card, click + Add. If you can't see the Quotes card, learn how to add it to the right sidebar.
   
   
4. In the right panel, if quote templates have been created, click the Select a quote template dropdown menu and choose a template.
5. Build the quote.

To create a quote from a board view:

1. Access the board view:
   • In your HubSpot account, navigate to CRM > Deals. In the upper left, click the grid board icon.
   • In your HubSpot account, navigate to Sales > Sales Workspace.
     • Make sure you're enrolled in the Kanban Board for Deals Now in Sales Workspace beta. If you're a Super Admin, learn how to opt your account into the beta.
     • At the top, click the Deals tab.
2. Hover over a deal and click the Create a quote quick action.
   
   
3. In the right panel, if quote templates have been created, click the Select a quote template dropdown menu and choose a template.
4. Click Create quote.
5. Build the quote.

Create quotes from the quotes index page

1. In your HubSpot account, navigate to Commerce > Quotes.
2. In the upper right, click Create quote.
3. In the right panel:
   • Click the Associate with a deal dropdown menu and select a deal.
   • If quote templates have been created, click the Select a quote template dropdown menu and choose a template.
4. Build the quote.

Navigate the quote editor

Use the quote editor to build your quote:

• Edit the quote by clicking each section of the quote preview and editing within the quote builder, or using the module editor in the left sidebar menu. If you can't see the module editor, click the siteTree site tree icon in the upper left. Changes you make will autosave.
  
  
• Show or hide sections on the quote in the left sidebar menu:
  • Click the view view icon to hide a section.
  • Click the hide hide icon to show a section.

• To move modules, click on the module and drag it to a new position.
  
  
• Edit in desktop or mobile preview by clicking the desktop or mobile icons at the top of the preview.
  
  
• In the upper right, click Preview to view the quote as the buyer will see it once it has been shared.
• Click the breezeSingleStar Breeze icon in the upper right of any module, or the breeze icon in the collaboration sidebar to use Breeze to help populate the module.
  
  

  Please note: do not include any sensitive information when you interact with our AI. Always remember to double-check AI responses for accuracy.

  
  

Please note: code snippets added to the site header or site footer in settings will display on quotes, if the header and footer is applied to all domains or applied to the same domain as used for quotes. This applies across all published templates. If you want to use the same domain that's used for your website to also host quotes, and don't want the site header and footer to display on quotes, it's recommended to connect a subdomain as a hosting domain for quotes.

Build your quote

Use the quote editor to build your quote, ready to send to your buyer. Changes will autosave as you make updates.

Please note: do not include any sensitive information when you interact with our AI. Always remember to double-check AI responses for accuracy.

Edit the cover letter

1. Click the cover letter module in the quote editor.
2. Enter the cover letter text. Use the formatting toolbar at the top to personalize the text, and add links, emojis, and snippets. Click the breezeSingleStar Breeze icon in the upper right of the module, or in the formatting toolbar to generate text using AI.

3. To change the title, click the cover letter title and enter a new title.
4. Add attachments to add further context to the cover letter. Learn more about attachments. To add an attachment to the cover letter module:
   • Click the Cover letter module in the left sidebar.
   • Click Add an attachment in the Attachments section.
     
     
   • In the right panel:
     • In the right panel, locate your file:
       • Use the search bar to search for a file that is already uploaded to the files tool. Once found, click the file to select it, then click Insert files to add them to the quote.
       • Under Recently updated, click the checkboxes next to files you'd like to add. Click View all to view all files. Click Insert files to add the files to the quote.
       • Click Upload to upload files from your device.
     • Click Insert files to add them to the quote.
   • In the left sidebar:
     • If you'd like the attachment to be part of the signing envelope, select the In signing checkbox.
     • To rename, remove, or download the attachment, click Actions, then select an option. Files renamed or removed won't be renamed or removed in the files tool. Downloaded files will remain in the files tool.

Edit the executive summary

1. Click the executive summary module in the quote editor.
2. Enter the executive summary text. Use the formatting toolbar at the top to personalize the text, and add links, emojis, and snippets. Click the breezeSingleStar Breeze icon in the upper right of the module, or in the formatting toolbar to generate text using AI.

3. To change the title, click the executive summary title and enter a new title.
4. Add attachments to add further context to the executive summary. Learn more about attachments. To add an attachment to the executive summary module:
   • Click the Executive summary module in the left sidebar.
   • Click Add an attachment in the Attachments section.
     
     
   • In the right panel:
     • In the right panel, locate your file:
       • Use the search bar to search for a file that is already uploaded to the files tool. Once found, click the file to select it, then click Insert files to add them to the quote.
       • Under Recently updated, click the checkboxes next to files you'd like to add. Click View all to view all files. Click Insert files to add the files to the quote.
       • Click Upload to upload files from your device.
     • Click Insert files to add them to the quote.
   • In the left sidebar:
     • If you'd like the attachment to be part of the signing envelope, select the In signing checkbox.
     • To rename, remove, or download the attachment, click Actions, then select an option. Files renamed or removed won't be renamed or removed in the files tool. Downloaded files will remain in the files tool.

Edit the header

The Header module displays the logo, quote reference, issue date, expiration date, and currency of the quote. A default expiration period can be configured in settings.

To edit the header:

1. Click the Header module in the quote editor. 
2. Click the breezeSingleStar Breeze icon in the upper right of the module to update the summary using AI.
3. To edit the quote reference, issue date, expiration date, and currency, in the left sidebar, on the Details tab:
   • Under Quote reference:
     • In the Label field, edit the label displayed above the quote reference. 
     • Toggle the Quote reference switch off to hide it. 
   • Under Issue date:
     • In the Label field, edit the label displayed above the issue date. 
     • Toggle the Issue date switch off to hide it. 
   • Under Expiration date:
     • Click the date picker and select an expiration date.
     • In the Label field, edit the label displayed above the expiration date.
     • Toggle the Expiration date switch off to hide it. 
   • Under Currency:
     • In the Label field, edit the label displayed above the currency.
     • The quote's currency will match the associated deal's Currency property.
   • Under PO number:
     • Toggle the PO number switch on to display a purchase order number on the quote. When switched on, you can add the PO number before sending it to the buyer. The PO number will be stored in the PO number quote property.
     • In the PO number field, enter the PO number. You can leave it blank and select the Allow buyer to edit PO number checkbox to allow the buyer to enter the PO number when reviewing the quote. If you add a PO number and leave this checkbox selected, the buyer can edit the entered PO number.
     • In the Label field, edit the label displayed above the PO number.
4. The quote will automatically use the logo and colors set on the template, or the logo and colors set in your branding settings if none have been set on the template. To edit or remove the logo, in the left sidebar, click the Logo tab. Toggle the Use brand kit logo switch off.
   
   • To show the company name instead of a logo, click Show more settings. Toggle the Show company name when logo isn't set switch on. The company name is set in account settings.
   • To update the logo:
     • Click Upload to upload an image from your device.
     • Click Browse images to show images uploaded to the files tool.
       • In the right panel:
         • Use the search bar to search for an image that is already uploaded to the files tool. Once found, click the image to use it as the quote logo.
         • Under Recently updated, click a folder to view the images within it, or click View all to view all files.
         • Click the image to add it as a logo.
         • To add an image from a URL, design an image with Adobe Express, or design an image with Canva, click the downArro down arrow on the Upload button and select an option.
         • Click X in the top right of the right panel when you've added your images.

Edit the parties of the quote

The Parties  module displays the seller's details, the buyer contacts and company, and the billing contact and company associated with the quote.

• Seller details are based on the quote creator, even if the deal has a different owner. If the deal owner creates the quote, they'll be set as the seller on the quote.
• Seller details, including phone number, are populated from the user profile of the user creating the quote. The seller company is populated from the account's company information.
• The seller's name, phone number, and company information can be updated. If you update the seller's details, only the individual quote is updated, not the deal, user profile, or company information.
• A quote must have a seller's email address and company name to be created.
• The contact and company of the buyer is populated from the associated deal.
• A quote must have one buyer contact, but more buyer contacts can be added.
• A quote can have a maximum of one buyer company, one billing contact, and one billing company associated. 

1. Click the Parties module in the quote editor. 
2. Click the breezeSingleStar Breeze icon in the upper right of the module to add parties using AI.
3. To edit the seller details, in the left sidebar, on the Seller tab:
   • In the Heading field, enter the heading to display above the seller's contact and company details.
   • To update the company details, hover over the company and click the edit Edit icon. Update the details in the right panel, then click Save. Changes made to the seller company details only update the quote, not your account settings.
   • To update the contact details, hover over the contact and click the edit Edit icon. Update the details in the right panel, then click Save. Changes made to the seller contact details only update the quote, not your HubSpot user profile.
   • In the Label field, edit the label to display above the seller's contact details.
     
     
4. To edit the buyer details, in the left sidebar, click the Buyer tab:
   • If a company isn't associated to the quote, click + Add buyer company. 
     • Search for a company and select the checkbox next to an existing company record you want to add to the quote, then click Next. Add association labels, then click Save.
     • Click the Create new tab to create a new company record to use on the quote.
       • In the right panel, enter the properties of the company. Once you've filled in the company's name or domain name, additional fields will appear. To customize the properties that appear, in the top right, click Edit this form.
       • In the Associate company with section, search for and select records the company is related to. To customize the associations that appear, click Edit this form at the top.
       • Once you've filled in the company information, click Create at the bottom.
   • If a company is associated to the quote, click the company name, update the details in the right panel, then click Save. Updates made on the quote will also update the company record.
   • Under Buyer permission, select the Allow buyer to update buyer company checkbox to allow the buyer to update their company details. 
     
     

     Please note: with this setting on:

     • When a company is added to the quote, with or without an address, the buyer can edit the address details, but not the company name. However, if a company isn't added to the quote, the buyer can add the company name and address.
     • If a company is added to the quote, if the buyer updates the address when accepting the quote, the updated address details will update the existing company record in HubSpot.
     
     
   • If contacts aren't associated with the quote, click + Add buyer contact.
     • • Search for contacts and select the checkboxes next to existing contact records you want to add to the quote, then click Next. Add association labels, then click Save.
       • Click the Create new tab to create a new contact record to use on the quote.
         
         

         Please note: it is not recommended to add contacts to your account without an email address because HubSpot uses the email address to deduplicate contacts and automatically associate contacts with companies.

         • If you've turned on data privacy settings in your account, click the Legal basis for processing contact's data dropdown menu and select an option. Learn more about legal basis' for processing.
         • If your account has marketing contacts, select the Set this contact as a marketing contact checkbox to set the contact as Marketing. If you don't select this while creating the contact, you can set the contact as a marketing contact later.
         • Once you're done, click Create. To save and create another contact, click Create and add another.
   • If contacts are associated to the quote, click a contact name, update the details in the right panel, then click Save. Updates made on the quote will also update the contact record.
   • Select or clear the checkboxes next to contacts to add or remove them from the quote.
   • Click + Add another contact to add another contact to the quote.
   • In the Label field, edit the label to display above the buyer's contact details.
     
     
5. To edit the billing details, in the left sidebar, click the Bill to tab.
   • Toggle the Bill to switch on to show the billing details (contact, company, address, and tax IDs).
   • In the Heading field, enter the heading to display above the billing information.
   • If a billing contact isn't associated with the quote, under Billing contact click + Add billing contact.
     • Search for contacts and select the checkbox next to existing contact records you want to add to the quote, then click Next. Add association labels, then click Save.
     • Click the Create new tab to create a new contact record to use on the quote.
       
       

       Please note: it is not recommended to add contacts to your account without an email address because HubSpot uses the email address to deduplicate contacts and automatically associate contacts with companies.

       
       
       • If you've turned on data privacy settings in your account, click the Legal basis for processing contact's data dropdown menu and select an option. Learn more about legal basis' for processing.
       • If your account has marketing contacts, select the Set this contact as a marketing contact checkbox to set the contact as Marketing. If you don't select this while creating the contact, you can set the contact as a marketing contact later.
       • Once you're done, click Create.
   • To replace the billing contact, hover over Contact and click the replace replace icon.
   • If a billing company isn't associated to the quote, under Billing company click + Add billing company.
     • Search for a company and select the checkbox next to an existing company record you want to add to the quote, then click Next. Add association labels, then click Save.
     • Click the Create new tab to create a new company record to use on the quote.
       • In the right panel, enter the properties of the company. Once you've filled in the company's name or domain name, additional fields will appear. To customize the properties that appear, in the top right, click Edit this form.
       • In the Associate company with section, search for and select records the company is related to. To customize the associations that appear, click Edit this form at the top.
       • Once you've filled in the company information, click Create at the bottom.
   • If a billing company is associated to the quote, click the billing company name, update the details in the right panel, then click Save. The billing address details will be stored in the following quote properties: Buyer billing address, Buyer billing street address 2, Buyer billing city, Buyer billing state/region, Buyer billing state/region code, Buyer billing country, Buyer billing country code.
   • To replace the billing company, hover over the company and click the replace replace icon.
   • To delete the billing company, hover over the company and click the delete delete icon.
   • Under Billing address, select the Same as billing company checkbox to use the billing company address for billing on the quote.
   • To add a separate billing address, click + Add billing address. In the right panel, enter the billing address and click Save. Changes made to the billing address details only update the quote, not the company record.
   • Toggle the Tax IDs switch on to add up to three tax IDs on the quote. You can edit existing tax IDs by clicking the billing company name, then, in the right panel, click the Tax IDs tab. Add seller tax IDs via invoices.
   • Under Buyer permissions:
     • Select the Allow buyer to update billing contact, company, and address checkbox to allow the buyer to update the billing details. 
     • Select the Allow buyer to update tax IDs checkbox to allow the buyer to add their tax IDs. Buyers can add up to three tax IDs to the quote.

Edit the summary

The Summary section includes the agreement date, term length, discounts, and total contract value. To edit the summary:

1. Click the Summary module in the quote editor.

2. Click the breezeSingleStar Breeze icon in the in the upper right of the module to generate text using AI.

3. In the left sidebar:
   • Under Effective date:
     • Click the Effective dropdown menu and select one of the following options:

• • • • On agreement: the default setting. This is the date the quote moves to Accepted, either through e-signature, or by a HubSpot user marking the quote as signed.
      • Custom Date: when billing is enabled, the date must be in the future. When billing is disabled, you can set a quote’s Effective date to a past date. When using a past date, the Expiration date will be treated as the buyer’s sign-by deadline. This means the buyer can still sign any time up to the expiration date, even if the Effective date is in the past. After selecting this option, use the date picker to select the effective date.
      • Delayed start (days): delay the billing start date by a number of days after checkout. After selecting this option, enter a number into the field.
      • Delayed start (months): delay the billing start date by a number of months after checkout. After selecting this option, enter a number into the field.
    • In the Label field, edit the label displayed above the effective date. 
    • Toggle the Effective date switch off to hide it.

• • Under Term length:
    • In the Label field, edit the label displayed above the term length.

• • • Toggle the Term length switch off to hide it.

• • Under Total discount:

• • • Click the Format dropdown menu and select an option:

3. • • • Show as amount: show the discount amount in the quote currency.
       • Show as percentage: show the discount as a percentage.
       • Show as percentage and amount: show the discount as a percentage and as an amount in the quote currency.
     • In the Label field, edit the label displayed above the total discount.
     • Toggle the Total discount switch off to hide it.

3. • Under Total contract value:
     • In the Label field, edit the label displayed above the total contract value.

3. • • Toggle the Total contract value switch off to hide it.

Customize line item table properties

Add or remove line item properties from the line items table to customize the line item information the buyer sees on a quote. The line item table can have up to seven columns. Additional properties can be displayed as rows below each line item.

To customize the properties displayed:

1. Click the line items module in the quote editor.
2. In the left panel:
   • Existing properties will be displayed under Table columns and Item rows. 
   • To edit the label for the property, and its placement, click the edit edit icon. Under Display as, select Table column or Item row. In the [Placement] label field, enter a label name. Click Back to save your changes.
   • Click the X next to a property to delete it.
   • Click the Add a line item property dropdown menu and select a property. 
   • To reorder the properties, click and drag a property using the dragHandle drag handle.
3. Selected properties will display as columns and rows in the line item table of the quote.
   
   

Add, edit, or delete line items

Line items are inherited from the associated deal, but the line items on the quote have their own record IDs, separate to the deal line item record IDs. Learn more about line item behavior. If the associated deal doesn't already have line items you can add them. Or, you can add additional line items and edit the existing line items of the quote.

Please note: when using Stripe as a payment processing option, the total amount due must be more than $0.50, or the equivalent minimum of the settlement currency. Learn more about Stripe's minimum charge amounts.

Add line items

1. Click the breezeSingleStar Breeze icon in the in the upper right of the line items module to add line items using AI.

2. If no line items are added, click Select from product library in the line items module of the quote editor. In the right panel, select the product checkboxes and click Add. 
3. To add additional line items, click the line items module in the quote editor, then, in the upper right, of the line items module, click Add line item. In the right panel, select the product checkboxes and click Add.
4. To edit line items in an expanded view, click the line items module in the quote editor, then in the upper right of the line items module, click Edit in expanded view.
   • To add a line item, in the upper right, click Add line item, then select an option:
     • Select from product library: add a line item based on a product in your product library, including line items created using the HubSpot-Shopify integration. 
       • After selecting this option, search by product name, product description, or SKU, or click Advanced filters to refine your search. Select the checkboxes in the right panel next to the products you want to base your line item on. 
       • If selecting tiered pricing line items, click View tiers to view the different tiers for the product, before adding the line item.
         
         
     • Create custom line item: if you have Create custom line items permissions, a new custom line item will be created that's unique to this individual quote. After selecting this option, use the right panel to enter your line item details, and choose whether to save the custom line item to your product library. Click Save or Save and add another. 

Please note the following behaviors when adding a line item with a recurring billing frequency:

• If setting a recurring billing frequency (e.g. monthly), a subscription will be created for the buyer.
• If the quote includes one line item with recurring billing frequency, and one, one-time line item, a subscription will be created for the recurring line item, and an invoice will be created separately for the one-time line item. Learn more about subscriptions.

Edit line items
To edit line items, including deleting, click the line items module in the quote editor, then in the upper right, click Edit in expanded view. The product library won't be affected when editing a line item.

1. Edit the line items in the editor by adjusting the values of each column. To edit the columns displayed, including choosing to freeze columns so they will always display when scrolling the line items table, in the upper right of the line items table, click Edit columns. Learn more about editing and freezing columns.
   
   
2. When editing line items with tiered pricing, the pricing will update based on the tier as you edit the quantity. Click View tiers to edit the quantities alongside the tier table to understand the tier the pricing falls into.
   
   
3. By default, billing for one-time and recurring line items will start at the time of checkout (On effective date). To charge your buyer for a line item later, click the Billing start date dropdown menu, then select one of the following options:
   • Custom Date: a specific date in the future. After selecting this option, in the right panel, click the date picker and select a start date, then click Save.
   • Delayed start (days): delay the billing start date by a number of days after checkout. After selecting this option, in the right panel, enter a number into the Delayed billing start by days field, then click Save.
   • Delayed start (months): delay the billing start date by a number of months after checkout. After selecting this option, in the right panel, enter a number into the Delayed billing start by months field, then click Save.

Please note: Stripe payment processing can process recurring line items due at a later date, as long as there is at least one line item due at checkout on the quote. For example, line item 1 is due at checkout, and line item 2 is due in 30 days.

4. Click the Tax Rate dropdown menu to set tax rates on line items. If you can't see the Tax Rate column, learn how to add it. Automated sales tax collection can only be applied to legacy quotes.
5. In the Unit Discount column, click the dropdown menu and select percentage or currency. The currency in the dropdown menu will match the quote currency. Enter the discount amount. Discounts can be set on individual line items, but not on the entire quote.
6. To edit the line item's details, or to clone or delete a line item, hover over the line item, click Actions, then select an option:

   • Edit: edit the line item for this quote only. The product library won't be affected.

   • Clone: create a new line item with the same details.

   • Delete: delete the line item.

7. To reorder the line items, click and drag a line item using the dragHandle drag handle.

8. The Summary section shows how your buyer will be charged. Learn how to display a breakdown of the quote total.

   • The Subtotal will show only the items due at checkout. Any items that'll be charged at a later date will appear in the Future payments total.
   • All items, regardless of payment due date, will be totaled next to Total.
9. When you've made your updates, in the bottom left, click Save.

Display a breakdown of the quote total

Display the breakdown of the quote total, including discount and taxes to buyers. To display the breakdown:

1. Click the line items module in the quote editor.
2. In the left panel:
   • Click the Totals tab.
     
     
   • Toggle the Totals switch on.
   • The subtotal amount is the total net price (after discounts) for all one-time and recurring line items beginning on the same effective date. To customize how its displayed, under Subtotal:
     • Click the Format dropdown menu and select a format. The Subtotal with breakdown format will show a breakdown of one-time and recurring line items with the same effective date.
     • In the Label field, edit the label displayed next to the subtotal amount.
   • The subtotal includes the total discount amount, calculated for all one-time and recurring line items beginning on the same effective date. For example:
     • Line item 1: $100
     • Line item 2: $50 with a 50% discount ($25).
     • Total before discount: $150
     • Subtotal after discount: $125
     • Total discount percentage: 17% (25/150)
   • Under Discount included in the subtotal:
     • Click the Format dropdown menu and select a format.
     • In the Label field, edit the label displayed next to the discount total.

• • • Toggle the Discount included in the subtotal switch off to hide it.
  • The total tax amount is calculated for all one-time and recurring line items beginning on the same effective date. Under Taxes:
    • In the Label field, edit the label displayed next to the total taxes.
    • Toggle the Taxes switch off to hide them.
  • The total due on effective date amount is the total post-tax amount due on the effective date. It doesn't include payments starting at a later date. Under Due on effective date:
    • In the Label field, edit the label displayed next to the due on effective date total.
    • In the Description field, enter a description to help explain the effective date total to your buyer.
  • The total contract value (TCV) is the total value over the contract term, including all one-time charges and recurring charges that have defined billing terms. TCV doesn’t include recurring charges billed indefinitely. Under Total contract value (TCV): 
    • In the Label field, edit the label displayed next to the TCV.
    • Toggle the Total contract value (TCV) switch off to hide it.

Edit the terms

1. Click the Terms module in the quote editor.
2. Enter the terms. Use the formatting toolbar at the top to personalize the text, and add links, emojis, and snippets. Click the breezeSingleStar Breeze icon in the upper right module, or in the formatting toolbar to generate text using AI.

3. To change the title, click the terms title and enter a new title.
4. Add attachments to add further context to the terms. Learn more about attachments. To add an attachment to the terms module:
   
   • In the left sidebar, click Add an attachment in the Attachments section.
   • In the right panel, locate your file:
     • Use the search bar to search for a file that is already uploaded to the files tool. Once found, click the file to select it, then click Insert files to add them to the quote.
     • Under Recently updated, click the checkboxes next to files you'd like to add. Click View all to view all files. Click Insert files to add the files to the quote.
     • Click Upload to upload files from your device.
   • Click Insert files to add them to the quote.

3. • In the left sidebar:
     • If you'd like the attachment to be part of the signing envelope, select the In signing checkbox.

3. • • To rename, remove, or download the attachment, click Actions, then select an option. Files renamed or removed won't be renamed or removed in the files tool. Downloaded files will remain in the files tool.

Edit billing and payment options

1. Click the Payments module in the quote editor.
2. Click the breezeSingleStar Breeze icon in the upper right of the module to update payment options using AI.

3. In the left sidebar:
   • On the Billing tab, set your billing options:
     
     • Click the Payment terms dropdown menu and select the payment terms (invoices can be due on receipt or have net payment terms). 
     • To turn off automatic creation of invoices and subscriptions, toggle the Enable billing switch off. With Enable billing turned on, automatic payments will be processed using the buyer's payment method on each billing date.
   • Click the Payments tab to set up payment options:
     • The Accept online payments toggle will be switched on by default if billing is enabled. The pre-filled choices on this screen reflect what's set up in payment settings. 
     • Select or clear the Accepted forms of payment checkboxes to choose the payment types to accept.
     • If you have set up fees, under Fees applied at checkout, select the checkboxes next to the fees you want to apply to the payment.
     • Select the Collecting billing address for credit card purchases checkbox to collect the billing address of your buyers.
     • Select the Collect shipping address checkbox to collect the shipping address of your buyers.
     • Clear the Collect your customer's payment details at checkout for future charges checkbox if you don't want to collect the buyers payment details at checkout. 

Edit the acceptance method

1. Click the Acceptance module in the quote editor.
2. Use the formatting toolbar at the top to personalize the text, and add links, emojis, and snippets. Click the breezeSingleStar Breeze icon in the upper right of the module, or in the formatting toolbar to generate text using AI.

3. In the left sidebar:
   • Under Acceptance method, choose from the following options:
     • Print and sign: leave space on the quote for the buyer to print and sign their name. If Print and sign is turned on, it's not possible to accept online payments. If you select Print and Sign and hide the Acceptance method section, you can manually mark the quote as signed on the quotes index page.
     • E-signature: use e-signatures to sign the quote. At least one buyer must be selected for this option to be available.
       • Under Buyer contacts required to sign, select the checkboxes next to the buyers required to sign the quote. Click + Add contact to add more contacts to the quote.
         • Search for contacts and select the checkboxes next to existing contact records you want to add to the quote, then click Next. Add association labels, then click Save.
         • Click the Create new tab to create a new contact record to use on the quote, then click Create.

3. • • • • If you don't require an e-signature from certain contacts, clear the checkbox next to their name.
       • Click the Countersigners dropdown menu and select countersigners from your organization.

• • • Accept without signature: this is also referred to as click-to-accept, checkbox option, or checkbox agreement. Accepting a quote without signature allows you to accept a quote without requiring a formal e-signature. This can be useful in situations where a formal signature isn't needed, such as for purchase orders (POs). This option can be used with or without online payments on the quote, and a contact doesn't need to be added to the quote. Under Request acceptance from, select an option:
      • Do not specify: allow any contact to accept the quote.
      • [Contact name]: select a contact to set an expected acceptor of the quote. However, other contacts can accept the quote.
      • Click + Add contact to add more contacts to the quote.
        • Search for contacts and select the checkboxes next to existing contact records you want to add to the quote, then click Next. Add association labels, then click Save.
        • Click the Create new tab to create a new contact record to use on the quote, then click Create.

• • • • • To remove a contact or company from the quote, click the parties module in the quote editor. In the left sidebar, clear the checkbox next to their name.

Configure the closing agent for the quote

The closing agent is an agent powered by Breeze, HubSpot's AI, that uses contextual files to answer users' questions on quotes. Use it on the quote so buyers can ask the agent questions while viewing the quote.

The closing agent will be turned on by default if it has been set up and activated in settings. The closing agent must be set up and activated before it can be used on a quote.

Add quote-specific knowledge to the closing agent

1. If it isn't already, turn on the closing agent:
   • In the upper right of the quote editor, click Closing agent is off.
   • In the right panel, toggle the Turn on closing agent switch on.
2. In the right panel:
   • Click Closing agent configuration to navigate to the closing agent settings.
   • Next to Quote-specific knowledge click + Add file.
     • In the right slide-in panel, locate your file:
       • Use the search bar to search for a file that is already uploaded to the files tool. Once found, click the file to select it, then click Insert files to add them to the quote.
       • Under Recently updated, click the checkboxes next to files you'd like to add. Click View all to view all files. Click Insert files to add the files to the quote.
       • Click Upload to upload files from your device.
   • Click to expand the See files section to view the files the closing agent will use for the quote. Click x next to a file to remove it from the closing agent.
   • Under Knowledge score, click to expand the See details section to view common buyer questions and sample answers, based on the files added to the quote. Click Refresh scores after adding other files to get a new knowledge score.

Preview the closing agent before sending the quote

To preview and test the agent on the quote, before sending it to your buyer:

1. Build your quote.
2. In the bottom right, click the agent.
   
   
3. Enter a message and click send Send.
   
   
4. The agent will use the knowledge sources to find an answer. If it finds a relevant answer, it'll respond.
   
   
5. Click x to close the agent.

Turn off the closing agent

1. In the upper right, click Closing agent is on.
2. In the right panel, toggle the Turn off closing agent switch off.
3. Click Save.

Set the quote language and locale

1. Click Settings in the upper right of the quote editor.
2. Click the Language dropdown menu and select a language.
3. Click the Locale dropdown menu and select a locale. Locale will change the date and address display format for your quote. The quote's currency format is inherited from the deal record's currency, so changing the quote's locale settings won't update the currency.

Share your quote

Finalize and share your quote with the buyer. 

Share a quote that doesn't need approval

1. If the quote doesn't need approval, in the upper right, click Share to finalize the quote.

Please note: when you click Share, the quote moves into a shared state, even if it hasn't been sent to the buyer yet. Make sure to send the quote to your buyer.

2. To copy a link to send the quote, or download a PDF:
   • In the dialog box, in the Copy link, download PDF tab. A preview of the quote will display in the right panel.
   • Click Copy link to copy a link to the quote.
   • Click Download PDF to download a PDF of the quote.
   • Click the X in the upper right, or Close when you are done.
     
     
3. To send the quote via email:
   • In the dialog box, click the Send quote email tab.
   • The To field will automatically be filled with the email address of the contact associated with the quote. To change this address, click the dropdown menu and select a contact. You can also enter a new email address and HubSpot will automatically create a contact record after sending.
   • To add an email address to the Cc field, click Add Cc recipients. Click the dropdown menu, select the contacts, or enter custom email addresses. You can add up to nine email addresses in the Cc field.
   • If a default email address has been set up in the quote settings, the From field will automatically be filled with your personal email address. If a default email has been set, but the setting to allow users to send quotes from their personal email or other team emails they have access to has been turned on, you'll be able to select a different email.
   • If no default email address has been set, the email address you select will become the default address each time you send a quote, but can be changed before each time you send a quote.
   • Replies to this email will be routed to the From address. If you select an email address that's being used for a connected inbox, including shared team email inboxes, you can manage follow-up in HubSpot's conversations inbox.
   • In the Subject field, edit the subject of the email.
   • In the Write your message here... field, enter your email message. Use the formatting toolbar at the bottom to format your text, insert links, and insert snippets.
   • As you update the fields, a live preview will display in the right panel.
   • To send the email, click Send quote email. The buyer will receive an email containing the quote details with a link to view the quote in their browser, along with a PDF version of the quote as an attachment.
   • To instead manually compose a one-to-one email with a link to the quote, click Create custom email in your CRM.

Share a quote that needs approval

1. In the upper right, hover over Request approval and click View approval conditions to view the reason for approval requirement.
2. To submit the quote for approval, in the upper right, click Request approval.
3. Enter any notes for the approver in the Notes to approver field, then click Request approval.
4. The quote will move to a Pending approval state. The approvers can then approve the quote. 
5. To view the approval activity:
   • In your HubSpot account, navigate to Commerce > Quotes.
   • Hover over the quote and click Preview.
   • Quote approval progress will display under Activity. 
     
     
6. You'll receive a notification in HubSpot, and an email notification if changes have been requested. Learn more about configuring your notifications. 
   
   
   • Click View quote, then in the upper right of the quote, click Edit quote to edit the quote and re-submit for approval.
   • If there's more than one approver, and one approver request changes, every approver will need to approve the quote again when the quote is re-submitted.
7. You'll also receive a notification in HubSpot, and an email notification when the quote has been approved. Learn more about configuring your notifications.
   
   

Quote attachments

Add attachments to the quote to give your buyer additional information, such as a branded cover letter, extended terms, or quote-specific information.

• You can add up to ten files as attachments to a quote. Files are uploaded to the files tool. Files renamed, removed, or downloaded from the quote remain in the files tool in their original format.
• Attachments can be in PDF, DOC, or DOX format, with a maximum file size of 40mb.
• Attachments can be marked as In signing to be included in the signing envelope of an e-signature. If an attachment is marked as In signing, e-signature must be used for the quote.

Buyer experience

Buyers can access the quote via the link shared.

Please note: online payments require an acceptance method of E-signature or Accept without signature. Print and sign isn't a valid acceptance method with online payments.

Quotes with online payments turned on

If online payments are turned on, the buyer must accept the quote, then set up payment.

1. The buyer accepts the quote with, or without a signature, depending how the quote was configured:
   • For acceptance without signature:
     • The buyer clicks Accept quote on the quote.
     • In the Enter your full name to confirm acceptance field, they enter their full name.
     • They click Accept quote.
     • The quote is accepted, but not paid. At the top of the quote, they should click Set up payment. They can close and revisit the quote later to set up payment.
     • The buyer can then continue with payment.
   • For acceptance using e-signature:
     • The buyer clicks Sign now at the bottom of the quote to begin the signing of the quote. If identity verification is turned on, they will need to click Verify identity to verify themselves via email first, before being able to sign.
     • A Dropbox Sign dialog box will open. They should click Get started.
     • They click Click to sign.
     • The buyer can draw, type, or upload their signature, then click Insert.
       
       
     • They then click Continue, and then click I agree.
     • After the document is submitted, they click Close.
   • The quote is signed but not yet paid. At the top of the quote, they should click Set up payment. They can close and revisit the quote later to set up payment.
2. The buyer can then continue with payment.

Please note: if the buyer closes the browser tab of the quote after e-signing, if they click the link to open the quote again, the quote will stay signed, and they'll be able to continue with payment.

Quotes with online payments turned off

If online payments are turned off, the buyer must accept the quote. The buyer accepts the quote with, or without a signature, depending how the quote was configured:

1. For acceptance without signature:
   • The buyer clicks Accept quote on the quote.
   • In the Enter your full name to confirm acceptance field, they enter their full name.
   • They click Accept quote.
   • The quote is accepted, but not paid. At the top of the quote, they should click Set up payment. They can close and revisit the quote later to set up payment.
2. The buyer can then continue with payment.
3. For acceptance using e-signature:
   • The buyer clicks Sign now at the bottom of the quote to begin the signing of the quote. If identity verification is turned on, they will need to click Verify identity to verify themselves via email first, before being able to sign.
   • A Dropbox Sign dialog box will open. They click Get started.
   • They click Click to sign.
   • The buyer can draw, type, or upload their signature, then click Insert.
     
     
   • They click Continue, and then click I agree.
   • After the document is submitted, they can click Close.
   • The quote is signed but not yet paid. At the top of the quote, they should click Set up payment. They can close and revisit the quote later to set up payment.
   • The buyer can then continue with payment.

Please note: if the buyer closes the browser tab of the quote after e-signing, if they click the link to open the quote again, the quote will stay signed, and they'll be able to continue with payment.

Next steps

• Manage quotes.
• Manage quote approvals.