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.
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:
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.