HubSpot Quotes lets sales teams create, send, and track proposals directly inside their CRM, without jumping between spreadsheets, PDF tools, or email chains. When a deal is live in HubSpot, you can produce a branded quote, pull in your product library, set expiry dates, and collect a digital signature, all from the same record you use to manage the opportunity.
This guide covers how to set up and use HubSpot Quotes across Sales Hub Professional and Enterprise plans, with notes on where Free and Starter differ.
Navigate to Sales > Deals and open the deal you want to quote. The Quotes section appears in the right-hand panel once your plan supports the feature.
HubSpot pulls the deal name, associated contact, and company automatically. You can edit these before proceeding.
Search your Products library to add items, or enter them manually. Set quantities, apply discounts, and choose whether tax is included or added on top.
Set an expiry date, choose a language and currency, add a personalised message, and select a quote template if your team has branded ones set up.
On Professional and Enterprise, you can require a digital signature before the quote is considered accepted, or connect HubSpot Payments to collect payment at acceptance.
HubSpot generates a unique URL. Share it via email, copy the link, or embed it in a proposal. The buyer views a branded page and can accept, decline, or sign directly.
What Can You Include in a HubSpot Quote?
Each quote can contain:
- Line items drawn from your HubSpot product library, with per-item pricing, quantities, and discounts
- A flat or percentage discount applied at the line item or total level
- Tax either included in the displayed price or added separately
- A custom buyer note and personalised greeting
- Your company logo and branding if a template has been configured
- An expiry date so the buyer can see when the price is valid until
Quotes are linked to the deal record, so everything is visible in one place. When the buyer accepts, HubSpot can automatically update the deal stage to reflect that a quote was accepted.
How Do Signatures Work in HubSpot Quotes?
On Sales Hub Professional and Enterprise, you can add a signature block to the quote. The buyer types their name and clicks to accept. HubSpot logs the acceptance timestamp and sends a confirmation email automatically.
This is useful for teams that want a clear record of when pricing was agreed without managing a separate e-signature tool. For more formal contracts, most teams still use DocuSign or PandaDoc, which integrate with HubSpot natively. The built-in signature works best for shorter agreements where the quote itself is the primary document.
Can You Collect Payment Through HubSpot Quotes?
Yes, if you have HubSpot Payments enabled. After the buyer accepts the quote, they can pay by card or ACH directly on the quote page. The payment is recorded in HubSpot and linked to the deal. This feature is currently available to US-based accounts and select markets. Teams in Southeast Asia typically connect HubSpot to a regional payment gateway via a workflow or Zapier rather than using native HubSpot Payments.
How Do You Track Whether a Quote Has Been Opened?
HubSpot tracks when a buyer views the quote page. In the deal record, you can see:
- Whether the quote has been sent
- Whether it has been viewed, and how many times
- Whether it has been accepted, declined, or has expired
This gives sales reps a prompt to follow up. If a quote has been viewed multiple times but not accepted, that often signals the buyer is comparing options or waiting for internal approval. A well-timed message at that point tends to move things forward.
How Do Quotes Connect to the Sales Pipeline?
Quotes in HubSpot are associated with deals, not contacts or companies directly. When you create a quote from a deal, it inherits the deal value by default, though you can adjust the line items and total independently.
Many teams use pipeline automation to move a deal to a specific stage once a quote is created or accepted. For example:
- Deal moves to “Proposal Sent” when a quote is published
- Deal moves to “Closed Won” when a quote is accepted
This keeps the pipeline current without requiring reps to update stages manually.
What Plan Do You Need for HubSpot Quotes?
HubSpot Quotes is available on Sales Hub Professional and Enterprise. Free and Starter plans do not include the Quotes tool. If your team is on a lower tier and wants to create branded, trackable proposals, you would need to either upgrade or use a third-party tool like PandaDoc, which integrates with HubSpot and syncs quote data back to the deal record.
Frequently Asked Questions
Can I create a quote without a product library set up?
Yes. You can add line items manually with custom names, descriptions, and prices even if you have not set up a formal product library. Setting up products first saves time for recurring items and keeps pricing consistent across quotes.
Can multiple team members access the same quote?
Yes. Quotes are stored on the deal record and are visible to anyone with access to that deal. Editing permissions depend on your HubSpot user roles and team settings.
What happens when a quote expires?
The quote page shows an expired status and the buyer cannot accept it. You can duplicate the quote to create a fresh version with an updated expiry date.
Can I customise the look of my HubSpot quote?
On Professional and Enterprise, you can create quote templates with your logo, colours, and custom sections. The level of visual customisation is more limited than dedicated proposal tools, but sufficient for most standard sales workflows.
Does accepting a HubSpot quote count as a legally binding agreement?
That depends on your jurisdiction and how the quote is structured. For high-value or complex agreements, it is worth having legal counsel review whether a digital signature on a HubSpot quote meets your local requirements. For many standard B2B transactions in Southeast Asia, teams treat it as a formal acceptance step in their internal process rather than a standalone legal instrument.
HubSpot Quotes works best as part of a broader sales setup. Teams that have their product library, deal pipeline, and pipeline automation in place before switching to HubSpot Quotes tend to get the most from it, because the data already exists and the process fits naturally into their existing workflow.
This site is an independent informational resource produced by a HubSpot Platinum Partner. HubSpot is a trademark of HubSpot, Inc. This site is not sponsored by or affiliated with HubSpot, Inc.
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