Manage quotes

After creating quotes, you can manage them from the quotes index page. Filter quotes by status or owner, or search for a specific quote to review or edit. You can also open the quotes detail page to download, clone, recall and edit, or delete the quote.

In your account settings, you can download all quotes or set a default expiration period for quotes. Learn more about reporting on quotes in the custom report builder.

Manage quotes

You can manage quotes with a Draft status, or quotes that have been published, whether they have been e-signed, are awaiting payment, or not.

Manage draft quotes

To manage draft quotes:

• In your HubSpot account, navigate to Commerce > Quotes.
• Hover over a draft quote and click the Actions dropdown menu, then select one of the following options:
  • Edit: edit the quote. In the quote editor, finish setting up your quote, then click Create.

• • Clone: clone the quote.
  • Delete: delete the quote. 

Please note: drafted quotes can beenrolled in workflows.

Manage published quotes

You can manage published quotes from the quotes index page. Published quotes can have different statuses:

• Published: a published quote that doesn't have e-signature or online payments turned on.
• Pending signature: a quote awaiting e-signatures of signers, or counter signers.
• Awaiting payment: a quote with online payments enabled that's awaiting payment.
• Paid: a quote with online payments enabled that's been paid.

To manage published quotes:

• In your HubSpot account, navigate to Commerce > Quotes.
• Hover over a published quote and click the Actions dropdown menu. Depending on a quote's status and configuration, you can select from the following quote management actions:

• • View quote: view the quote in a new browser tab.
  • Details: view the details of the quote, including reference number, quote amount, expiration date, associated contacts, associated company, and associated deal. To manage a quote from its details page, click the Actions dropdown menu in the upper right and select an action. 

• • Copy link: copy the URL link of the quote.
  • Send by email: open the Send quote dialog box to send the quote via email.
  • Download: download a PDF version of the quote.
  • Countersign: when the quote requires an e-countersignature, select to open the quote and verify your countersignature.
  • Mark signed: when the quote requires a written signature, you can manually mark the quote as signed.
  • Convert to invoice: create an invoice using the quote information, including associated line items. You'll then be taken to the invoice editor to configure invoice details.
  • Clone: clone an existing quote to use the same quote again. Cloned quotes include the original quote's record associations and the property values of the line items, including price, terms, and discount.
  • Recall & edit: make changes and revisions to a quote that has already been published. After making your edits, the updated quote content will display whenever a contact views the quote.

Please note: quotes that have been e-signed by all parties, or have been paid, cannot be recalled and edited, or deleted. If a quote has multiple e-signatures, and not all parties have e-signed the quote, it can be recalled, edited, or deleted.

• • Archive: mark a quote as archived to unpublish it and hide it from your default index page view. You can view your archived quotes by filtering the index page by archive status, but buyers won't be able to access archived quotes. This action can't be undone. Learn more about archiving quotes. 
  • Delete: delete the quote to permanently remove it from your account and prevent buyers from accessing the quote. Learn more about deleting quotes. This action can't be undone.

Archive and delete quotes

As you create quotes, you may want to clean up your index page, remove unused quotes, or prevent buyers from seeing them. To do so, you can archive and delete quotes. 

When a quote is deleted or archived it cannot be restored. 

• Archive a quote: archiving a quote will set the quote status to Archived, removing it from your default index page view and preventing buyers from accessing the quote. You can still view, download, clone, and delete the quote in your account. 
  • Quotes that have been paid, are processing a payment, or are partially signed, can't be archived.

• • You can view archived quotes by using the Archive status at the top of the table on the quotes index page. 

• Delete a quote: deleting a quote will remove it permanently from your HubSpot account. Users will no longer be able to view the quote in HubSpot and buyers will no longer be able to access the quote. Quotes that have been paid can't be deleted.

To archive or delete a quote:

• In your HubSpot account, navigate to Commerce > Quotes.
• Hover over the quote, click the Actions dropdown menu, then select Archive or Delete.