1. Navigate to the Deal Record
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Go to your Deals dashboard in HubSpot.
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Click into the specific deal you'd like to create a quote for.
2. Create the Quote
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In the deal, click the "Create Quote" button (navigate to the left side of the deal and search for Quotes
- Click Add
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Select Begin the Quote
3. Enter Quote Details
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Fill out all key fields:
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Quote name
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Expiration date
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Associated contact & company
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Line items
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Optional: Add discounts, tax, or fees.
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4. Customize Branding & Notes
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Add optional comments, purchase terms, or internal notes.
5. Add Signature Options
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Enable e-signature (if you use HubSpot’s signature tool).
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Choose who needs to sign (customer, internal team, etc.).
6. Review & Publish
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Review all details for accuracy.
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Click Next → Preview → Create Quote.
7. Share the Quote
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After it’s published, you’ll get a shareable link.
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You can send it via email directly from HubSpot or copy the link to send manually.