How to create quote

Creating a quote in HubSpot is a straightforward process. Here’s a step-by-step guide:

Navigate to the Deals Section
- From the main dashboard, go to the Sales tab.
- Click on Deals to view your existing deals.
Select the Deal
- Locate and click on the specific deal for which you want to create a quote. This will open the deal record.
Scroll to the Quotes Section
- In the deal record, scroll down to find the Quotes section, which is typically located in the right-hand sidebar or at the bottom of the deal details.
Add a New Quote
- Click plus sign
Add Buyer Information
- In this step, ensure that buyer information is accurate:
  - You can add or confirm contact details for the buyer associated with this deal.
  - If necessary, add other relevant contacts or companies.
Enter line items
- Add products or services that you are quoting:
  - You can select existing line items from your product library or create new custom line items.
  - Adjust quantities and pricing as needed, and apply any discounts if applicable.
Review and Customize Further
- Review all entered information for accuracy.
- Make any additional customizations, such as adding payment options or signature fields if required.
Create and Send

- Once everything is set up correctly, click on Create Quote or similar option to finalize it.
- HubSpot will generate a link to access the quote, which you can send via email directly from HubSpot or download as a PDF.

Click here to see the guided content.

With HubSpot Quotes, users can generate customized quotes that reflect their brand, include product details, pricing, and even e-signature capabilities.