Sales teams using fragmented tools often struggle to compete with streamlined organisations leveraging all-in-one platforms like HubSpot CRM. At Hubit, we see this all the time and a critical area where inefficiencies prevail is quoting.
A built-in quoting tool can dramatically improve efficiency by enabling reps to create modern quotes quickly, reduce manual errors, and maintain consistent branding across all proposals—even contracts.
How Does the HubSpot CRM Platform Quoting Tool Work?
No more opening a separate tool to send a quote. The HubSpot Platform CRM Quoting Tool is a built-in feature that simplifies creating, customising, and sending quotes directly from the CRM. It's modern, intuitive - and (most importantly) sales reps like to use it.
Even if you've never used HubSpot, chances are you'll understand these core functionalities and how it works:
- Create a Quote
• Access the Tool: Navigate to the Deals or Quotes section in HubSpot CRM.
• Start from a Deal: Select an existing deal record and click “Create a Quote.”
• Add Key Details: Enter customer details, products, pricing, and terms. - Customise Quotes
• Templates: Choose from pre-designed templates and adapt them to your branding.
• Line Items: Add products, discounts, taxes, or other fees from the product library.
• Personalized Notes: Include terms, disclaimers, or any custom message.
3. Manage Approvals
• For deals requiring oversight, approval workflows (available in Sales Hub Professional and Enterprise) allow managers to review and approve quotes before sending.
4. Share the Quote
• Send quotes via email, shareable link, or as a PDF download for offline sharing.
5. Close with eSignatures
• Enable built-in eSignatures for quick and seamless agreement signing.
• Payment Collection: Collect payments directly through the quote using credit cards or ACH (U.S. and supported regions). Contact Hubit for Nordic-specific opportunities.
6. Track and Follow-Up
• Get real-time notifications when quotes are viewed, signed, or paid.
• Set reminders or automate follow-ups for expiring or pending quotes.
7. Quote Management
• Expiration Dates: Create urgency by setting deadlines for quote validity.
• Editing: Adjust quotes as needed, though some fields may lock after approval or signing.
Summing Up - Streamlined Quotes and Contracts in One Tool
For a sales rep, the best part about a built-in quoting tool is being able to create, send, and track quotes and contracts in one place. With features like built-in eSignatures, payment collection, and tracking, the HubSpot CRM quoting tool eliminates inefficiencies and ensures better deal closure rates.
Our customers especially value the different ways the HubSpot quoting tool combines with sales, service and marketing automation to ensure that followups, feedback, contract renewals etc. all align and happen without cumbersome manual effort.
Is this a no-brainer? Not necessarily. To fully understand the benefits—and potential limitations—of HubSpot’s quoting tool, schedule a free demo with Hubit. We provide alternatives for customers needing more advanced features - in the Nordics a popular example is the all-in-one quote-to-contract application, Oneflow. Again, the level of functionalities needed really depends on your organisation and business. We’ll walk you through HubSpot's built-in capabilities, discuss the options, and address any potential concerns you may have going forwards.
