Set up the quotes tool

Using HubSpot quotes you can create and share quotes directly from HubSpot, and get paid using Stripe payment processing or HubSpot payments. Using quotes, your buyers can expect a similar checkout process to invoices and payment links. Additionally, users in Sales Hub Professional and Enterprise accounts can customize quote templates, to personalize the quote experience for buyers.

Below, learn how to get set up to start creating quotes. Before you begin, make sure the user who needs to update any of the following settings has Super Admin permissions.

Configure general quote settings

To get started, configure the following quote settings:

• Add a logo to your HubSpot brand kit: invoices will automatically pull in the logo set in your HubSpot brand default settings. Users in Sales Hub Professional and Enterprise accounts can adjust this by customizing quote templates.
  • Quotes will use the brand kit's colors.
  • Updating your logo won't update existing published quotes, only currently drafted quotes and quotes created after updating.

• Set default payment options: optionally, you can set which payment methods your quotes will accept by default in your payments settings. You can also customize this on each quote during creation.
• Connect your domain to HubSpot: by default, quotes are hosted on the primary domain connected to your account. When creating a quote, you can also select from any of your connected domains. If you haven't yet connected a domain, or would like to connect a separate subdomain for hosting invoices (e.g., billing.website.com), learn how to connect a domain to HubSpot.

Set up default quote settings

Set a default expiration period for quotes (Sales Hub Professional and Enterprise only)

Users with Super Admin permissions in a Sales Hub Professional or Enterprise account can set a default quote expiration period for all quotes created in the account. After updating the default expiration period, any new quotes that you create moving forward will automatically have the set expiration date.

• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar menu, navigate to Objects > Quotes.
• Next to the Set a default expiration period setting, click the dropdown menu and enter a default expiration time period.
• Click Update.

Allow payment of unsigned quotes (Sales Hub Professional and Enterprise only)

Users with Super Admin permissions in a Sales Hub Professional or Enterprise account can turn on an option to allow quotes that aren't signed, to be paid:

• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar menu, navigate to Objects > Quotes.
• Click to toggle the Allow payment of unsigned quotes switch on.

Download published quotes

In your account settings, you can download published quotes:

• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar menu, navigate to Objects > Quotes.
• Next to the Download published quotes setting, click Download.

Display total contract value on quotes (Sales Hub Professional and Enterprise only)

By default, published quotes will only display the total of the line items that are due at checkout, meaning that line items that are due in the future won't be included in the total. When creating a quote, you can set the quote to include future-dated line items, but you can also configure the default behavior in your quote settings.

To display total contract value on quotes by default:

• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar menu, navigate to Objects > Quotes.
• Click to toggle the Display total contract value on quotes switch on.

Default quote value (Sales Hub Professional and Enterprise only)

Users with Super Admin permissions in a Sales Hub Professional or Enterprise account can set a default quote value of Quote amount or Total contract value (TCV).

• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar menu, navigate to Objects > Quotes.
• Next to the Default quote value setting, click the dropdown menu and select Quote amount or Total contract value (TCV).

Delete quotes on contact deletion

By default, when data privacy settings are turned on, if a contact is deleted, any quotes associated with that contact are not removed after thirty days. Turn on the Delete quotes on contact deletion setting to delete the quotes after thirty days.

Please note: all quotes will be deleted when your HubSpot account is closed.

To turn on quote deletion upon contact deletion:

• If they aren't already, turn on data privacy settings.
• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar menu, navigate to Objects > Quotes.
• Click to toggle the Delete quote on contact deletion switch on.