How to Create a Quote in HubSpot in 5 Minutes or Less

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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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[@HubSpotHacks]

Join the HubSpot Hacks Newsletter for the latest tips, tricks, and tutorials: hubs.ly/Q01HtXmk0

[@TabarakaSheerazi]

the properties that I want showing up on the quote is not actually showing up o the final quote, how can I fix that?

[@SkouMartin]

Do you actually send the quote when you press the 'Publish' button at the end? Or do you have to send the link in an email before anyone can sign it?

[@Ramblingdads]

Great video thanks! Can you add quote numbers? Ie every time you create a quote it give it the next number along! Thanks

[@HubSpotHacks]

Glad you liked the video! HubSpot automatically assigns a reference number to each quote. I hope that works for you!

[@lmariacreations]

Hi does this works in Hubspot Starter Hub plan? or for pro and higher tier only?

[@HubSpotHacks]

you can create quotes in all versions of HubSpot, but the functionality and customization may vary based on your level from Starter to Pro to Enterprise.

[@sortmyevents10]

Is this payment options only for US based hubspot users

[@HubSpotHacks]

Thanks for checking out HubSpot Hacks! HubSpot Payments is currently only for US companies but has plans for international expansion soon! I'd keep an eye out for this as it could be in Q1 2024!

[@user-sq7mg1eg6p]

Can you please create a video for customizing quotes using files and custom modules?

[@HubSpotHacks]

Hi there - thanks for checking out HubSpot Hacks! We will add this to our list of requested videos. If you are looking for help building a quote template we might be able to help. Check us out at simplestrat.com/hubspot/

[@CaptnOgre]

Hi... Can you make quotes from the hubspot app??

[@HubSpotHacks]

Currently you can't create or send quotes using the HubSpot app, but you can use your mobile browser to login to HubSpot and have full access as you would on a desktop.