Delivering good-looking proposals has never been this easy!
Quotes are an awesome tool to streamline your process, using your deal and contact data to easily deliver beautiful, well-rounded proposals to your prospects.
- Create your Quote
- In any Deal Record, find the "Quote" tab in the right sidebar. Then, click the "+ Add" button to create your quote. You can also create a quote by going to the Quote page via the Sales menu at the top of the screen.
- Configure your Quote
- Choose your Template (these can be customized beyond what you see as a default) and edit the link you want the quote to appear at, then add any extra comments to your buyer or purchase terms.
- Make sure that the buyer and seller information is assigned correctly.
- Edit and add line items to the quote, and add any discounts, fees, taxes, or details around payment schedules.
- Configure the Signature/Payment process, whether you would like to do all of that through HubSpot or do some or all of it offline or in another program.
- Review your quote to make sure that everything looks good, and then either Create it directly or Request Approval.
- Send your Quote
- Once the quote has been created, HubSpot will create a unique link that leads to it, which it is easy to send to your prospect in an email, or even a text message!
- 🎉 Say goodbye to hours of editing proposals for every opportunity! 🎉