HubSpot Quotes
HubSpot quotes let reps create and send branded, signable price proposals directly from a deal. A quote pulls in products and line items, can collect e-signatures and payments, and stays tied to the CRM record — so quoting happens without leaving HubSpot.
Key takeaways
- Quotes create signable proposals straight from a deal.
- They pull in products and line items, and can collect e-signatures and payment.
- Everything stays linked to the CRM record.
What quotes do
- Generate a branded proposal from a deal.
- Include products, line items, quantities and prices.
- Collect e-signatures and (with payments enabled) payment.
- Keep the quote associated with the deal record.
Quotes, products and deals
A quote draws its line items from your product library and ties back to the deal, so the deal amount, the proposal and what was actually sold all stay consistent — no copying figures into a separate document.
Frequently asked questions
What are HubSpot quotes?
Branded, signable price proposals reps create and send directly from a deal, including products and line items.
Can HubSpot quotes collect signatures?
Yes — quotes support e-signatures, and with payments configured they can also collect payment.
How do quotes relate to deals?
A quote is created from and associated with a deal, drawing line items from the product library so the proposal and deal value stay in sync.
Related service: Set up quoting in HubSpot