Producing a quote should not take half a day. Yet many reps sit copying prices from Excel into Word, sending PDFs by email and losing track of which version the customer actually has. HubSpot's quotes tool gathers everything in the deal. Here is how to use it.
In short: In HubSpot, quotes are created directly from the deal with products from the product library, contact details from the CRM and your own template. You can add discounts, terms, approval flows and e-signatures. With Revenue Hub, quotes, contracts and CPQ are gathered in one place, and quotes can be generated from the deal's full history.
When the quote is signed and the deal is won, an integration can create an order or invoice in the accounting system automatically. Read more in connect HubSpot to Fortnox or Visma.
CPQ stands for configure, price, quote and is about configuring products, calculating price and creating a quote in one flow. For companies with complex products and pricing rules, HubSpot's built in tools can be complemented with specialized CPQ apps from the HubSpot Marketplace.
Open the deal, add products as line items, choose to create a quote, pick a template and check the details. The quote can then be sent to the customer as a link or PDF.
Yes. HubSpot supports e-signatures on quotes, so the customer can approve right away without printing anything.
Basic quotes are available on lower tiers too, while custom templates, approvals and more advanced features require Professional or higher.
Revenue Hub gathers quotes, contracts and CPQ in HubSpot. Quotes can be generated automatically based on the deal's full history.
Yes, with an integration to your accounting system a signed quote or won deal can create an order or invoice automatically.
With quotes in HubSpot you go faster from deal to signed contract, with the right prices, terms and full traceability. Connect it to your accounting system and you avoid double work entirely.
Want to streamline your quoting process in HubSpot? Get in touch with LeadLabs.