If you’ve ever stitched together a Word doc, manually calculated line items in a spreadsheet, or waited five days for someone to scan a signed PDF—welcome to the club. And also: welcome to a better way.
HubSpot’s quoting tool isn’t just a hidden gem—it’s a fully integrated, incredibly flexible system for building, sending, signing, and getting paid for proposals and deals. And the best part? If you're using HubSpot, you already have it.
Here’s everything you need to know to start quoting like a pro—with none of the chaos, and all the automation.
Most businesses already use HubSpot to manage contacts, companies, and deals. So it only makes sense to build your quotes in the same place. No more disconnected files or third-party systems—HubSpot’s quote builder ties directly into your existing CRM data, making quoting part of your standard sales workflow.
The quoting tool pulls in your deal info, lets you select products or services from your library (or enter them on the fly), calculates totals and taxes automatically, and even offers e-signature and payment processing—all inside one clean, customizable interface.
It’s fast. It’s flexible. You simply have to try it. And here's how!
Every quote in HubSpot starts its life as a deal. That’s not optional. And once you get used to it, it’s actually a huge benefit.
Creating quotes from deals means your quote is automatically tied to a contact and a company. You can track who got what, when they signed it, and how much it was for—all from your pipeline view.
So go ahead, create that deal. Name it something helpful. Associate the right contact and company. Now you’re in business.
Here’s where HubSpot’s flexibility shines. You can create one-time fees, recurring monthly charges, multi-month packages, or any combo you like. Want to offer a discount? You can apply it at the line-item level or across the entire quote. Need to change the description of a service for a specific client? Just edit it inline.
The tool also handles pricing calculations automatically. Need to show a customer what $300/month over 4 months looks like? Done. Need a single quote that includes a setup fee plus a recurring charge? Easy.
Better yet, snippets can include dynamic fields that pull from deal properties. That means you can pre-fill key info like “project start date,” “number of training hours,” or “custom deliverables” automatically—no manual edits required.
This makes quotes faster to build, more accurate, and way more scalable—especially if you’re managing multiple services or departments.
The real power comes when you create multiple templates—each with its own terms, layout, and defaults. For example:
Once your templates are built, they’re available for the whole team. No more one-off Word docs floating around with questionable clauses.
HubSpot Quotes supports e-signature, so no one has to print, sign, scan, or—God forbid—fax. You simply click “Send,” the client clicks “Sign,” and everyone gets a confirmation.
Want to collect payment at the same time? You can configure Stripe or HubSpot Payments to collect deposits, installment plans, or full balances right from the quote. It’s seamless. It’s secure. And it gets you paid faster.
If snippets are the secret sauce, custom deal properties are the brains.
Want to capture a training location? Cancellation policy? Assigned project lead? You can create custom fields in the deal record, fill them out at intake, and have that data automatically flow into your quote via snippet.
This turns the deal pipeline into more than a sales tracker—it becomes a living project brief. And that makes everyone’s life easier, from sales to delivery.
Here are a few fast tips to make your quoting process smoother:
Right now, the quote builder walks you through a wizard-like sequence of “Next” buttons. It works, but it’s not winning any UX awards. HubSpot is expected to roll out a more modern, scrollable interface soon—so you can edit everything inline without hopping screens.
If you’re using HubSpot and still quoting in Word, Google Docs, or a third-party tool that makes you want to scream… you don’t have to!
With a little setup, you can be sending beautiful, branded, sign-and-pay-ready quotes directly from your CRM. No uploads. No exports. No back and forth.
We can help you:
👉 Talk to us about getting your quotes up and running. Your sales team (and your finance team) will thank you.