Create legacy quotes

Use legacy quotes to create and share quotes directly from HubSpot, and collect payments using HubSpot payments or Stripe as a payment processing option. 

Before creating legacy quotes, consider configuring e-signatures for legacy quotes, setting up legacy quote approvals, and customizing legacy quote templates. 

Before you get started

This article references the legacy quotes tool, which is no longer available to new users. HubSpot's AI-powered CPQ offers enhanced quoting functionality and is available with a Commerce Hub Professional or Enterprise account. If you're using a Commerce Hub Professional or Enterprise account, learn how to create quotes.

Non-Commerce Hub Professional or Enterprise accounts created before Sept. 3, 2025 may have access to legacy quotes:

• Users in a Free account: access to legacy quotes if one or more quotes were created in the six months prior to Sept. 3, 2025.
• Users in a Sales Hub account: continue to have access to legacy quotes after Sept. 3, 2025.

If you're assigned a Commerce Hub seat, and the setting to allow legacy quote creation is turned off, you'll lose access to legacy quotes, including legacy quote templates. To regain access, you can either:

• Change your seat to a core or view-only seat.

• Ask your Super Admin to turn on the setting to allow legacy quote creation. You must have a Commerce Hub seat to use this option.

Create legacy quotes

Create legacy quotes to share with contacts considering buying a product or service from your company. Include contact and company information, the line items of the goods and services you're selling, and billing information. If you're using the HubSpot and Shopify integration, you can add products created through the integration.

To collect digital payments through legacy quotes, set up HubSpot payments or Stripe as a payment processing option.

Create a legacy quote from a record

To create a quote from a contact, company, or deal:

1. Navigate to your records:
   • In your HubSpot account, navigate to CRM > Contacts.
   • In your HubSpot account, navigate to CRM > Companies.
   • In your HubSpot account, navigate to CRM > Deals.
2. Click the name of the record you want to create the quote from.
3. In the right sidebar, in the Quotes section, click + Add. If the association card isn't displayed on the record by default, you can manually add it.

4. If the setting to allow legacy quote creation is turned on, and you have an assigned Commerce Hub seat, select Create quote (legacy) to create a legacy quote.
5. You can also create a quote from the line item editor of a deal.

Create a legacy quote from the index page

1. In your HubSpot account, navigate to Commerce > Quotes.
2. In the upper right, click Create quote.
3. If the setting to allow legacy quote creation is turned on, and you have an assigned Commerce Hub seat, select Create quote (legacy) to create a legacy quote.

Build a quote

Follow the steps below to build your quote. Add an associated deal, buyer information, your company information, line items, signature and payment billing details, and select a template before reviewing and sending your quote to the buyer.

The quote preview shown in the right panel is based on the last template used for creating a quote. Change the template in the preview by proceeding to the Template & Details step and selecting another template. 

Associate a deal

Start by associating your legacy quote with a new or existing deal. Deals created through e-commerce integrations, such as Shopify, can't be associated with quotes. 

To associate your legacy quote to a new or existing deal:

1. Click the Associate with a deal dropdown menu, and select an existing deal. Or, to create a new deal for the quote, click Create a new deal. Enter the deal details in the right panel and click Create.

2. Click Next.

Add buyer Information

Add buyer contacts and a buyer company to your legacy quote. HubSpot will automatically add contacts and the primary company associated with the deal to the quote.

1. To edit the contact details (e.g., job title) or company information (e.g., company address), click the contact name or company name, update the details in the right panel, then click Save. The updates will be saved to the contact and company records.
2. If a contact isn't associated with the deal that's associated with the quote, click Add contact.
   • Select the checkboxes next to each contact 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.
     
     • Enter the contact details.
     • 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 tracking 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.
     • Click Create. To save and create another contact, click Create and add another.

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.

3. If a company isn't associated with the deal that's associated with the quote, you can add a one. Click Add company.
   • Select the checkbox next to the company you want to add to the quote, then click Save.
   • Click the Create new tab to create a new company record to use on the quote.
     • Enter the company details.
     • Click Create.

Please note: the company country displayed in a quote is populated by the information in the company country default property. A custom default property can't be created to change this information.

4. To remove a contact or company from the quote, clear the checkbox next to their name.
5. Click + Add another contact to add another contact to the quote. In the right panel:
   • Select the checkboxes next to each contact 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.
     • Enter the contact details.
     • 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 tracking 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.
     • Click Create. To save and create another contact, click Create and add another.
6. Click Next.

Add seller Information

Review your personal and company information. By default, your personal information is populated by your profile and preferences. Company information is populated from your account settings. Updating your profile information won't update previously created quotes. To update the personal and company information on a created quote, you manually update your details.

To edit the Quote sender information for an individual quote:

1. Click your name.
2. In the right panel, update your personal information. Details added don't have to match a HubSpot user. Updates won't update your user profile in HubSpot. Click Save.

Please note: if you update the job title of a user, it will save the title for all future quotes. It can be edited again on future quotes.

3. To edit your company information, click your company name.
4. In the right panel, update the company information. Changes won't update the account settings. Click Save.
5. Click Next.

Add line items

You can add line items and include discounts, taxes, fees, and payment schedules on the legacy quote. Learn more about line items and how they're used in HubSpot. Tier-priced products can't be added to legacy quotes.

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

Any changes made in the line items section will update the line items listed on the associated deal record. If the deal record is associated with multiple quotes, only the line items from the most recently published quote will appear on the line item card of the deal record.

1. Click Add line item above the line items table in the upper right, then select one of the following:
   • Select from product library: add a line item based on a product in your product library, including line items created using the Shopify integration.
     • Search by product name, product description, or SKU. Click advancedFilterAdvanced filters to refine your search.
     • Select the checkboxes next to each product you want to add, then click Add. The products in your product library won't be affected.
   • Create custom line item: if you have Create custom line items permissions, this option creates a new custom line item unique to the credit memo.
     • In the right panel, under Line item information, enter the line item details. 
     • If you've set up tax rates in your tax library, under Adjustments and Tax, click the Tax rate dropdown menu and select a rate.
     • Under Price, select the pricing model, and enter the unit price, quantity, and unit cost.
     • Select the Save line item to the product library checkbox to add the custom line item to your product library. Learn more about adding products to your product library.
     • Click Save, or Save and add another.
       
       
       
2. You can edit the columns displayed in the line item table, or if you're a Super Admin, you can set which columns to display to all users by default. Learn how to edit columns.
3. Edit individual line item details in each column, such as unit price, quantity, or unit discount. Enter the updated value in the corresponding column. Learn more about unit discounts.

Please note: up to six decimal places are supported when setting a line item's unit price in any currency and discounts are rounded based on the currency's precision at checkout. For example, if a line item has a price of $11.90 USD, and a 15% discount is applied, the discounted amount of $1.785 will be rounded to $1.79, and the total that the buyer pays will be $10.12.

4. To edit, clone, or delete a line item, hover over the product, click Actions, then select an option:
   • Edit: edit the line item for this quote only. The product library won't be affected.
   • Delete: delete the line item.
   • Clone: create a new line item with the same details.
   • To reorder the line items, click and drag a line item using the dragHandle drag handle.
5. You can edit the columns displayed in the line item table, or if you're a Super Admin, you can set which columns to display to all users by default. Learn how to edit columns.
6. Click the Billing frequency dropdown menu to set the billing frequency of the line item. The frequency can be set to one-time, weekly, every two weeks, monthly, quarterly, semi-annually, annually, or every two, three, four, or five years. If you set a recurring billing frequency (e.g., monthly), a subscription will be created for the customer. Learn more about subscriptions.

Please note: if you set a line item with a recurring billing frequency's Term value to 0 when with online payments enabled, the subscription will automatically renew until it is cancelled.

7. By default, billing for one-time and recurring line items will start at the time of checkout (At payment). 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 the number of days 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 the number of days 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.

Add discounts, fees, and taxes 

In the Summary section, you can add one-time discounts, fees, and taxes to the legacy quote total. These added elements won't be added to the associated deal's Amount property.

Taxes can also be managed in the following ways:

• Add tax rates to use across your products and services, rather than adding one-time taxes to your subtotal.

• Use automated sales tax when online payments are enabled on the quote.

1. Click + Add discount, fee, or tax and select an option.
2. Enter a name for the discount, fee, or tax and a value in the text field. The tax, fee, or discount value can be based on a specific amount, or a percentage (%) of the total.
3. To delete a discount, fee, or tax, click the delete delete icon to the right of it.

4. By default, the published quote will display the total that's due at checkout. Line items due in the future won't be included in the total. To display the total contract value, including future-dated line items, select the Display total contract value on the published quote checkbox. Configure the default behavior in your quote settings.
5. 
6. If you're using online payments, and have set up automated sales tax, toggle the Automated Sales Tax switch on to use automatically calculate the sales tax of the quote. 

Add a payment schedule

Turn on payment scheduling to split payments over time, allowing you to split a total legacy quote amount into multiple installments over a defined period. Each installment will have its own unique due date, payment amount, and name.

For example, if you're quoting $5,000 for a machine installation, you could structure this with a payment schedule into three payments over six months:

Payment one (due on acceptance): $2,500
Payment two (due in three months): $1,250
Payment three (due at project sign-off): $1,250

When collecting payment using HubSpot payments or a connected Stripe account, the first installment is payable through the quote and all other installments will be created as draft invoices.

Payment schedules can't be configured on quotes with recurring line items or future billing start dates.

To set up a payment schedule:

1. Under Payment Schedule toggle the Payment Schedule switch on.
   
   
   
2. Click the Amount dropdown menu, and select Amount or Percentage (%) to split the installment by amount or percentage.
   
   
   
3. Enter an installment name, amount or percentage, and due date.
   • The first payment is due upon receipt. In the Due date field, enter a due date description.
   • To set a future payment to be due on a specific date, click the dropdown menu in the Due date column, then click the date picker and select a date.
   • To set a future payment to be due based on a milestone, click the dropdown menu in the Due date column, select Milestone, then enter a milestone in the text field.
4. Click + Add another installment to add another payment installment.
5. When viewing the quote, the buyer will see the total and each installment, along with when they are due.
   
   
   
6. When the buyer pays for the quote, draft invoices for future payments will be created. The invoices won't automatically be sent to the buyer, and future payments won't be automated. Edit the draft invoices before sending them to your buyer.

Review the legacy quote summary

Review the Summary section to understand how your buyer will be charged, including discounts, fees, and taxes.

• The Subtotal will show only the items due at checkout. Any items that'll be charged later will appear in Future payments.
• All items, regardless of payment due date, will be totaled in Total contract value.
• One-time discounts, fees, and taxes will only be applied to items due at checkout, not to items charged later.

To proceed to configuring the quote's signature and payment options, click Next.

Configure signature and payment options

Decide how you want to collect signatures and payments for your quote. You must be enrolled in HubSpot payments, or connected Stripe as a payment processing option to accept online payments.

1. Under Signature options, select a signature option:
   • No signature: a signature isn't required to authorize the quote.
   • Include space for a written signature: use a handwritten signature on a printed copy of the quote. You can manually mark the quote as signed to confirm acceptance. To include space for a countersignature, select the Include space for a countersignature checkbox.
   • Use e-signature: users with an assigned Sales Hub seat can configure the quote to include an e-signature.
     • Under Required signatures, select the checkboxes next to the contacts who will e-sign the quote.
     • Under Countersigners, click the Countersigners dropdown menu and select the HubSpot users who will countersign the quote.

Disclaimer: HubSpot's implementation of Dropbox Sign should be eIDAS compliant, as Dropbox Sign is eIDAS compliant. This is not intended to be legal advice and should not be a substitute for professional legal advice, for which you should consult a licensed attorney.

2. To turn on online payment collection, toggle the Accept online payments switch on. Select or clear the Accepted forms of payment checkboxes to choose the payment types to accept.
3. If you have set up fees, select the Fees applied at checkout checkboxes next to the fees that should be applied to the payment.
4. Select the Collecting billing address for credit card purchases checkbox to collect the billing address of your buyers.
5. Select the Collect shipping address checkbox to collect the shipping address of your buyers.
6. 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. 
7. Click Next.

Configure the legacy quote template and details

At this step, select a template, enter a quote name, select a domain, choose the expiration date, select the language and locale, and add any comments and terms for your buyer.

1. Click the Quote template dropdown menu and select a template. To manage your quote templates, click Manage quote templates.
2. Enter a name for your quote in the Quote name field.
3. The Domain setting will be available if the quote is using a customized quote template. By default, the content slug uses a unique date and quote ID and doesn't need to be customized. To update the domain and slug:
   • Click the domain dropdown menu and select a domain.
   • Enter a custom slug in the Content slug field.
4. Click the Expiration date dropdown menu and select an option. Or, click Custom to set a custom date, then click the date picker and select an expiration date. Users in a Sales Hub Professional or Enterprise account can set a default quote expiration period in account settings. When a quote expires, your contacts can no longer access it and will be prompted to contact your team.

Please note: quotes won't expire once payment is made. For quotes using e-signatures, all signers must have signed the quote to prevent it from expiring. This includes countersigners. For example, if the buyer signs the quote before the expiration date, but the countersigner doesn't, the quote will expire. In these cases, you must clone the quote to restart the signing process.

5. Click the Quote language dropdown menu and select a language. If you're using a customized quote template, the language will be automatically set to the template language and can't be changed.
6. Click the Locale dropdown menu and select a locale. The locale sets the date and address display format for your quote. If you're using a customized quote template, the locale will be automatically set to the template locale and can't be changed. Changing the quote's locale settings won't update the currency.
7. In the Comments to buyer field, enter comments for your buyer. Use the formatting options at the bottom to modify the text or insert a link. Click the textSnippet snippets icon to enter a short, reusable block of text.
8. In the Purchase terms field enter any terms. Use the formatting options at the bottom to modify the text or insert a link. Click the textSnippet snippets icon to enter a short, reusable block of text.
9. Click Next.

Review and send the quote

Preview your quote content and publish or submit the quote approval. 

Please note: after saving a quote as a draft, you cannot edit the e-signature options in the Signature & Payment step. If you have quote approval workflows set up, keep in mind that quotes with a draft status can be enrolled in the workflow.

To publish the quote:

1. In the bottom right, click Create. If your quote requires approval: 

• • In the bottom right, click Request approval.
  • Your account's quote approver must approve the quote before you can publish and send it to your contacts. Learn how to make requested changes to a quote.

Please note: after submitting a quote for approval, you can't edit the quote unless it is rejected by the quote approver.

2. If your quote doesn't need approval, a dialog box will display with sending options. To send the quote via email:
   • On 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. If you enter a new email address, HubSpot will automatically create a contact record once the quote is sent.
   • 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 the default email address. Otherwise, it'll 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 can select a different email.
   • If a default email address hasn't been set, the email address you select will become the default address each time you send a quote, but it can be changed before each time you send a quote.
   • Replies to the quote 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, 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.
   • The live preview will update as you make changes.
   • To send the email, click Send quote email.
     • If your account is enrolled in the Preview and Customize Quote Emails beta, the buyer will receive an email containing the quote details with a link to view the quote in their browser, and a PDF version of the quote as an attachment. 
     • If you're a Super Admin, you can opt your account into the Preview and Customize Quote Emails beta.
   • To manually compose a one-to-one email with a link to the quote, click Create custom email in your CRM.
3. To copy a link to send the quote, or download a PDF of the quote:
   • In the dialog box, click the Copy link, download PDF tab. 
   • Click Copy link to copy a link to the quote.
   • Click Download PDF to download a PDF of the quote.
   • Click the X or click Close when you are done.
     
     
     

Learn how to manage draft and published quotes.

Make requested changes to a legacy quote

If the quote approval setting has been turned on, and the approver has requested changes, you can make the requested changes, and re-submit the quote for approval. When a requested change is submitted, a task is automatically created, including any comments from the approver. Set up notifications to receive an alert for when you're assigned a task. 

1. In your HubSpot account, navigate to CRM > Tasks. 
2. The task title format will be Changes requested: [Deal name]. Hover over the task and click Edit. 
3. In the right panel, under Notes, view the notes from the approver.
4. In your HubSpot account, navigate to Commerce > Quotes.
5. Click the name of the quote.
6. Update the quote based on the requested changes.
7. At the final step, in the bottom right, click Request approval.
8. The quote will be sent for approval.

Share published legacy quotes

If you didn't share the quote after creating it, there are other ways to share a legacy quote after it has been published:

• Email a quote from a CRM record.
• Copy the URL of a published quote that hasn't yet expired.
• Share a quote from the HubSpot mobile app.
• Insert a quote using the HubSpot mobile keyboard.

Learn more about each method below.

Please note: published quotes cannot be redirected from one domain to another. For example, if you host your quotes on www.website.com, but later redirect that domain to www.new-website.com, quotes that were hosted on the original domain will not be redirected and will instead become error pages.

To email a legacy quote from a record:

1. In your HubSpot account, navigate to your records:
   • In your HubSpot account, navigate to CRM > Contacts.
   • In your HubSpot account, navigate to CRM > Companies.
   • In your HubSpot account, navigate to CRM > Deals.
2. Click the name of a record.
3. In the left panel, click the email Email icon.
4. In the pop-up window, click the Quotes dropdown menu and select a quote. To share a quote via email, there must be a quote created for the deal associated with the contact or company record.

To copy the URL of a published legacy quote:

1. In your HubSpot account, navigate to Commerce > Quotes.
2. Hover over the published quote, then click Actions and select Copy link.
3. Using the URL, the contact can view the quote in their browser, download the quote, or print the quote.

To view, delete, or share legacy quotes on the HubSpot mobile app on your Android device:

1. Open the HubSpot app on your Android mobile device.
2. Tap Deals in the bottom navigation menu.
3. Tap the deal name.
4. On the deal record, tap the Quotes tab.
5. The quotes associated with the deal will display. The status and expiration date will be listed below the quote name. Tap the quote to view more details.
6. To copy a quote link, download the quote, share the quote from the app, recall the quote, view line items or delete the quote, tap the verticalMenu menu icon next to the quote name.

You can also share a legacy quote using the HubSpot mobile keyboard on your Android or iOS device. Learn more about turning on the HubSpot keyboard in your device's settings, then access the HubSpot keyboard while using the HubSpot mobile app. 

Next steps