Set up legacy quotes

Use legacy quotes to share pricing with buyers, collect signatures, and receive payments. Before creating legacy quotes, set your logo, colors, default payment settings, default expiration dates, approvals, e-signature configurations, and 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 your account was created after Sept. 3, 2025, or Sales Hub was added to your account after that date, legacy quotes aren't available and can't be enabled by a Super Admin, by changing seats, or by assigning partner seats.
• 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 be able to create both types of quotes.

Set up legacy quotes

Configure logos and branding

• The logo is based on the logo configured in your brand default settings.

• Users in Sales Hub Professional and Enterprise accounts can adjust the logo and branding by customizing quote templates.

• Updating your logo and branding won't update existing published quotes, only currently drafted quotes and quotes created after updating.

Set default payment options

Set which payment methods your legacy quotes will accept by default in your payments settings. Payment settings can be updated when creating legacy quotes.

Connect your domain to HubSpot

By default, legacy quotes are hosted on the landing page primary domain connected to your account. If you haven't connected a domain, or would like to connect a separate subdomain for hosting legacy quotes (e.g., billing.website.com), learn how to connect a domain to HubSpot.

Please note: code snippets added to the site header or site footer in settings will display on published legacy quotes, if the header and footer are applied to all domains or applied to the same domain as used for legacy quotes. To avoid displaying the site header and footer on legacy quotes hosted on your primary website domain, it's recommended to connect a dedicated subdomain for legacy quotes.

Allow payment of unsigned legacy quotes

Turn on the payment of unsigned legacy quotes setting so quotes that use e-signatures can be paid, even if they haven't been signed. This helps in cases where the buyer has different parties that sign and pay quotes.

1. In your HubSpot account, click the settings icon in the top navigation bar.
2. In the left sidebar menu, in the Data Management section, click Objects.
3. On the Objects page, click the Select an object dropdown menu and select Quotes.
4. Toggle the Allow payment of unsigned quotes switch on.

Display total contract value on legacy quotes

By default, published quotes will only display the total of the line items that are due at checkout. This means that line items that are due on a future date won't be included in the total. When creating a legacy quote, you can set the quote to display future-dated line items so the buyer has full visibility into what they're purchasing. Set this behavior as the default in your legacy quote settings.

To display total contract value on quotes by default:

1. In your HubSpot account, click the settings icon in the top navigation bar.
2. In the left sidebar menu, in the Data Management section, click Objects.
3. On the Objects page, click the Select an object dropdown menu and select Quotes.
4. Toggle the Display total contract value on quotes switch on.

Set a default email address to send legacy quotes from (BETA)

If you're a Super Admin, you can opt your account into the Preview and Customize Quote Emails beta. Once opted in, you can turn on the ability to set a default sending email address in settings.

Turn on the default email address setting to use a standardized email address to send quote emails from, providing a customized experience to your buyers. The email address can be a team email address or a personal email address. If no default email address is set, the legacy quote will be sent from the personal or team email address that the user chooses when sending the quote.

To set a default email address:

1. In your HubSpot account, click the settings icon in the top navigation bar.
2. In the left sidebar menu, in the Data Management section, click Objects.
3. On the Objects page, click the Select an object dropdown menu and select Quotes.
4. Click the Default from address dropdown menu and select the email address you'd like to use as the default.
5. If you want to allow users to manually send quotes from their personal email address, or other team email addresses they have access to when creating a legacy quote, toggle the Allow sending from other email addresses switch on.
6. Click Save.

Set a default expiration period for legacy quotes 

Turn on the default quote expiration period setting to use a default expiration period for all legacy quotes created in the account. This helps align with your internal processes on how long quotes are valid. Quotes created after the setting is turned on will use the default expiration period.

The expiration behavior for each signature method is as follows:

• No signature and no online payment option: the quote expires on the expiration date.
• No signature with online payments enabled: the quote won't expire if payment is received before the expiration date. The quote will remain accessible for one year from payment, and the quote can be countersigned during this period.
• Written signature or e-signature: the quote won't expire if all parties, including countersigners, have signed or e-signed the quote before the expiration date. The quote will remain accessible for one year from signing, and the quote can be paid for during this period.
  

To set a default expiration period:

1. In your HubSpot account, click the settings icon in the top navigation bar.
2. In the left sidebar menu, in the Data Management section, click Objects.
3. On the Objects page, click the Select an object dropdown menu and select Quotes.
4. Click the Set a default expiration period dropdown menu, and enter an expiration period in days. Click Update.

Default quote value

Set a default quote value of either Quote amount or Total contract value (TCV). This helps align quotes with your company’s revenue reporting, forecasting, and sales processes.

1. In your HubSpot account, click the settings icon in the top navigation bar.
2. In the left sidebar menu, in the Data Management section, click Objects.
3. On the Objects page, click the Select an object dropdown menu and select Quotes.
4. Click the Default quote value dropdown menu and select Quote amount or Total contract value (TCV).

Delete quotes on contact deletion

When data privacy settings are turned on, if a contact is deleted, any quotes associated with that contact are not removed after 30 days. Turn on the Delete quotes on contact deletion setting to delete the quotes after 30 days. This setting is only available when data privacy settings are turned on.

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

To turn on quote deletion upon contact deletion:

1. Turn on data privacy settings.
2. In your HubSpot account, click the settings icon in the top navigation bar.
3. In the left sidebar menu, in the Data Management section, click Objects.
4. On the Objects page, click the Select an object dropdown menu and select Quotes.
5. Toggle the Delete quote on contact deletion switch on.

Configure approvals for legacy quotes

Turn on approvals for legacy quotes to require quotes to be approved before they're sent to the buyer. One user in the account can be set up as an approver for legacy quotes. When turned on, all legacy quotes will need to be approved. Learn how to review and approve quotes.

Turning the setting on adds three active, quote-based workflows to the account:

• When quotes require approval.
• When changes are requested on a quote.
• When quotes are approved.

The workflows will create tasks and update property values when the Quote status property is updated. Updates to tasks and property values, based on quote approvals will happen automatically via these workflows.

Please note: if your account is downgraded from Sales Hub Enterprise to a lower subscription tier, the quote-based approval workflows will be deleted. Any quotes that are pending approval at the time of the downgrade will revert to draft status. This only occurs when the account is downgraded, not when individual users are unassigned from paid seats. Removing a single user's assigned seat will remove their approval permissions, but won't delete the approval workflows.

You can customize each of the workflows including adding actions. For example, update the stage of the associated deal when a quote is signed.

To add the quote-approval workflows to your account:

1. In your HubSpot account, click the settings icon in the top navigation bar.
2. In the left sidebar menu, in the Data Management section, click Objects.
3. On the Objects page, click the Select an object dropdown menu and select Quotes.
4. At the top, click the Approvals tab.
5. Toggle the Require approvals on all legacy quotes switch on.
6. In the dialog box, click the Approver dropdown menu and select an approver. The approver must have an assigned Sales Hub Enterprise seat and Edit permissions for deals.
7. Click Set approver and create workflows.

Access and edit the workflows from the workflows tool. If the When quotes require approval workflow is turned off, users will be able to publish quotes without approval. It’s recommended to adjust workflow permissions for users if you only want certain users to be able to view and edit the workflows.

Configure e-signatures for legacy quotes

Use e-signatures to get signed acceptance of a quote. An electronic signature, or an e-signature, is a person's electronic expression of agreement to the terms of a particular document. E-signatures are valid and legal in the United States, Canada, the European Union, the U.K., and many other countries. They have the same legal weight as written signatures. HubSpot’s e-sign feature is powered by Dropbox Sign (formerly HelloSign).

Before configuring e-signatures, keep in mind the following:

• You don't need to create an account with Dropbox Sign in order to use e-signatures on legacy quotes.

• Users with a core seat can't configure a quote with an e-signature, but can be set as the quote sender by another user, or as a countersigner.

Understand e-signature limits

Your HubSpot account has a pooled monthly e-signature limit based on the subscription and number of assigned users.

Use the table below to review e-signature limit examples:

• If one user used 15 e-signatures in a month in the Sales Hub Starter or Professional account, 5 e-signatures would remain, and could be used by either user in the account during the rest of the month. The limit would reset at the beginning of the next month.
• If one user used 50 e-signatures in a month in the Sales Hub Enterprise account, 100 e-signatures would remain, and could be used by any of the other users in the account during the rest of the month. The limit would reset at the beginning of the next month.

When e-signatures count towards limits

• An e-signature will count toward the limit as soon as the e-signature option is turned on for a published quote. The quote doesn't need to be signed to apply to the signature limit.
• A quote that requires multiple signatures counts as one e-signature toward your limit. For example, if a published quote with e-signatures requires three signatures, this only counts as one usage toward your limit, regardless of who has signed the quote.
• If a quote with an e-signature request expires or is recalled, resending the quote would count as an additional e-signature toward your limit (one e-signature for the first time the quote is sent, another when the quote is re-sent).

Review the e-signature limits for your subscription in HubSpot's Products & Services catalog and by checking your account's e-signature usage.

Monitor e-signature usage

In your quote settings, view how many e-signatures you've used this month so far, alongside your monthly limit. The monthly limit resets on the first of each month.

1. In your HubSpot account, click the settings icon in the top navigation bar.
2. In the left sidebar menu, in the Data Management section, click Objects.
3. On the Objects page, click the Select an object dropdown menu and select Quotes.
4. At the top, click the E-signature tab.
5. Your e-signature usage and limit is displayed under E-signature usage this month.

Increase e-signature limit

To increase the number of e-signatures available in your account, contact your customer success manager.

Manage e-signature identity verification settings

By default, e-signatures don't require identity verification during the quote signing process, but you can turn on this requirement. If you want to require buyer verification but don't need countersigner verification, turn the setting on and direct countersigners to sign from HubSpot.

To turn identity verification on:

1. In your HubSpot account, click the settings icon in the top navigation bar.
2. In the left sidebar menu, in the Data Management section, click Objects.
3. On the Objects page, click the Select an object dropdown menu and select Quotes.
4. At the top, click the E-signature tab.
5. To turn on verification, toggle the Identity verification switch on.

Learn how to e-sign legacy quotes.

Create customized legacy quote templates

HubSpot provides three default legacy quote templates. Use them as-is, or use as the basis for new, customized templates. When you create a customized quote template, it'll be saved as a new template leaving the default template in its original state.

Customize legacy quote templates based on your HubSpot subscription:

• Editable modules: Sales Hub Professional and Enterprise accounts can modify editable modules to customize the template’s design and content.

• Child themes: create child themes using HubSpot’s design tools. A Sales Hub Professional or Enterprise subscription is required to use customized themes when creating quotes. Learn more about child themes.

• Free tools and Starter limitations: with HubSpot’s free tools or a Sales Hub Starter subscription, edit the theme settings applied to default quote templates, including logos, colors, and fonts. You can’t create customized quote templates. 

• Design manager availability: in all HubSpot accounts, you can use the design manager to create and edit quote templates. A Sales Hub Professional or Enterprise subscription is required to use customized templates when creating quotes. Learn more about developing a custom CMS quotes theme in HubSpot's developer documentation.

No-code customization

Below are some common examples of customizations possible without coding, using one of the default CMS templates:

• Add text or personalization tokens from contact, company, or deal objects (e.g., a VAT number or tax ID held on a company record).
• Add default terms and conditions, which can be protected from editing during quote creation.
• Edit logo, fonts, and colors.
• Hide modules.
• Add or remove a column in the line items table.
• Remove the Total or Subtotal sections from the line item table.

Customization requiring a developer

Below are some common examples of customizations that aren't possible to implement with the no-code template editor. These customizations are possible if a developer creates a custom CMS template for quotes, or in some cases, a child theme of the CMS Quotes Theme:

• Create a custom template from scratch.
• Add or remove modules on a template.
• Add a column to the line item table for a custom product property.
• Use a personalization token to pull in multiple values (e.g., a line item token will pull in the value of the first associated line item).
• Automatically add line items to a quote.
• Automatically add taxes, fees, or discounts to a quote.
• Create multiple line item tables.
• Add sections to the line item table (e.g., if selling software and hardware, having all the software in one section and all the hardware in a separate section).
• Customize the subtotals or totals.
• Hide the e-sign module.

Create a customized quote template with the no-code template editor

1. In your HubSpot account, click the settings icon in the top navigation bar.
2. In the left sidebar menu, in the Data Management section, click Objects.
3. On the Objects page, click the Select an object dropdown menu and select Quotes.
4. At the top, click the Quote templates tab.
5. Under Legacy quote templates, in the upper right, click Customize quote template. In the dialog box, click Continue.
6. Hover over the template you want to customize and click Choose.
7. At the top, click the ediedit edit icon and enter a name for the quote template.
8. To edit the module content, in the left panel, click a module and edit the module contents.

Please note: when using personalization tokens in a quote, HubSpot will not render them dynamically. Instead, the token is rendered at the time of publishing the quote, and will not update upon signing. For this reason, you should not use personalization tokens for properties that are updated after a quote is published, including: Payment status, Payment date, e-sign date, and e-sign completed signatures.

9. To edit how the line items table looks to buyers, click the Line items table module:
10. To rearrange the order of the line items properties, click the dragHandle drag handle to drag and drop the properties to another position.
11. If you want to add products that'll appear by default on a template, use the design manager. Commerce Hub quote templates offer the option to add products to the line item table in the template editor.

Please note: when editing the Comments or Terms module, do not delete the Terms or Comments to buyers tokens that appear in these modules. If the tokens are deleted, any text that your users include in these modules in the quote editor will not populate on the published quote.

11. At the top, click the Settings tab.
12. To set a default domain for the quote template, click the Domain dropdown menu and select a domain.
13. To select a default language for module titles and labels in the template, click the Language dropdown menu and select a language. Any customized content you've already included in the template will be removed when changing the language. In the dialog box, click Remove content.

Please note: content added to the quote template in a rich text module will not be automatically translated. Sample data won't translate in the template preview.

14. To format dates and addresses based on country, click the Locale dropdown menu and select a country.
15. To edit the color, font, button, and banner styles, click Edit theme settingsk. In the left panel:
    • To edit the global colors used in the quote theme, click to expand the Global colors section.
    • To edit the global font used in the quote theme, click to expand the Global fonts section, then click the dropdown menus to select a font.
    • To edit the text of the quote theme, click Text. Click each header to edit the header font and color. Click Body to edit the body text font and color. Click Links to edit the link font and color.
    • To edit the banner style, click Banner. Click Background to edit the background color. Click Text to edit the text font and colors for headers, reference sections, and the body of the template. 
    • To edit the button, click Buttons. Click Text to edit the text font and colors. Click Background to edit the button color. Click border to edit the border color and width. Click Corner to edit the button corner radius. Click Spacing to edit the button padding.
    • Click Publish theme in the top right when you've finished updating the template.
16. To edit the template in the design manager, click Edit CMS template. Learn more about using the design manager.
17. Click Save in the top right when you're finished.

Your team can select the customized quote template when creating a legacy quote.

Manage legacy quote templates

Manage the legacy quote templates in your account, including editing, applying, hiding, and deleting them.

If using HubSpot's free tools or Sales Hub Starter, you can edit the theme settings of the default legacy quote templates included in the account. If using Sales Hub Professional or Enterprise, edit the default legacy quote templates and the customized legacy quote templates in the account:

1. In your HubSpot account, click the settings icon in the top navigation bar.
2. In the left sidebar menu, in the Data Management section, click Objects.
3. On the Objects page, click the Select an object dropdown menu and select Quotes.
4. Click the Quote templates tab.
5. Manage the three default templates in the Default quote templates section. To view template options, hover over the template, then click Actions and select an option:
   • Preview: view how a quote created from the template would look.
   • Edit theme: edit the template's theme in the theme editor. The default templates use the same theme. Any changes made will affect all three templates.
   • Use template: create a new quote from the template.
   • Hide in quotes: prevent the template from appearing as an option when creating a new legacy quote. Switch back by selecting Show in templates in the dropdown menu.
6. Manage previously created customized quote templates in the Your customized quote templates section. To view template options, hover over the customized quote template, then click Actions and select an option:
   • Edit: edit the quote template. 
   • Clone: create a copy of the quote template.
   • Use template: create a new quote from the template.
   • Hide in quotes: prevent the template from appearing as an option when creating a new quote. Switch this back by selecting Show in templates in the dropdown menu.
   • Delete: delete the template.

Next steps

• Learn how to create legacy quotes and send them to your buyers.

• Learn more about managing legacy quotes, including viewing, recalling and editing, archiving, deleting, and exporting quotes. Additionally, request changes or approve quotes, associate quotes with other records, and e-sign quotes.