HubSpot Quotes let you generate branded, send-ready quotes directly from a deal record in the Sales Hub. Pull line items from your product library, route for internal approval, then share a link where the buyer reviews, e-signs, and pays online. Every quote stays tied to the deal, so status and amounts update your pipeline automatically.
Implementation฿120,000
Onboarding & training฿45,000
LINE integration฿60,000
Total฿225,000
Accept & sign
What it does
Quotes built into the deal, not bolted on
Create, send, and close a quote without leaving the CRM record where the deal already lives.
Branded templates
Apply your logo, colours, and terms so every quote looks like it came from your team.
Product library
Drop in saved line items with set prices instead of retyping them on each deal.
E-signature
Collect a legal signature inside the quote so the buyer approves without printing or scanning.
Payment links
Connect a payment processor so the buyer can pay a deposit or full amount as they sign.
Approval workflow
Send discounted or high-value quotes to a manager for sign-off before they reach the buyer.
Quote tracking
See when a quote is viewed, signed, or paid, and watch the deal stage move with it.
How to use it
From deal record to signed quote
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Open the deal and start a quoteFrom the deal record, choose to create a quote so the company and contact details carry over automatically.
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Add line items from the product libraryPull saved products or services with their prices, adjust quantities, and apply any discount your pricing allows.
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Apply your branded template and termsSelect a template with your logo and colours, then add payment terms, comments, or expiry dates.
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Route for approval if neededIf the quote crosses a discount or value threshold, send it to the right approver before it goes out.
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Share the link and let the buyer sign and paySend the quote URL, then track views, e-signature, and payment as the status updates on the deal.
Related
Pair quotes with the rest of your sales workflow
Quotes sit inside Sales Hub alongside the tools that move a deal from first reply to closed-won.
FAQ
Common questions
Which HubSpot plan includes quotes?
Quotes are available across the Sales Hub tiers. The starter level covers branded quotes and e-signature, while approval workflows and more advanced customisation sit in the higher tiers. Check your portal to confirm what your current seat includes.
Can buyers pay directly from a HubSpot quote?
Yes. When you connect a supported payment processor, you can add a payment link to the quote so the buyer pays a deposit or the full amount at the moment they sign. The payment then ties back to the deal and contact record.
Is the e-signature on a HubSpot quote legally valid?
HubSpot captures a signature with a timestamp and audit detail, which many teams in Southeast Asia use as their standard sign-off step. Whether it meets the requirements for a specific contract type is a legal question, so review high-value or regulated agreements with your legal advisor.
How does the product library help with quoting?
The product library stores your services or items with set prices, so your team adds them to a quote instead of retyping figures each time. That keeps pricing consistent across reps and reduces errors on what the buyer sees.
Does a quote update the deal automatically?
Quotes are created from the deal record and stay linked to it. As the buyer views, signs, and pays, the quote status and amount feed back into the deal, which helps keep your pipeline reporting in line with what is actually happening.