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How do you create and use a quote in HubSpot? Get the newsletter for more HubSpot tips: hubs.ly/Q016Xfn-0
Whether you’re trying to use a quote template or create a quote in HubSpot, there are a few factors you’ll want to keep in mind. In this video, we’ll walk you through two ways to create a quote in HubSpot.
In this video we’ll cover:
- How to Create a Quote in HubSpot
- How to use quote templates in HubSpot
- How to add a quote to an existing deal in HubSpot
00:00 Introduction
00:16 HubSpot Quotes Need to be Associated to a Deal
00:30 First Way to Create a Quote in HubSpot
00:48 Second Way to Create a Quote in HubSpot
01:51 Buyer Information in HubSpot Quotes
02:24 Add Products or Services to Your HubSpot Quote
03:15 Add Discounts to Quotes in HubSpot
03:49 Adding Signatures and Payments to Quotes in HubSpot
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Get the free HubSpot Hacks Newsletter: hubs.ly/Q016Xfn-0
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🎬ABOUT HUBSPOT HACKS:
HubSpot Hacks is a weekly KZbin series hosted by HubSpot Agency SimpleStrat.com. It's full of tutorials, featuring tips, tricks and how-to's from marketers and sales professionals just like you. Whether you need a quick tip or in-depth details about how to put the tool to work, these HubSpot tutorials are sure to help.
Hosted by:
🙍🏼♀️Ali Schwanke ( / alischwanke )
🙎🏼♂️ Tyler Sprunk ( / getsprunk )
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