How to Create a Quote in HubSpot
Here is a step-by-step tutorial to create a quote in HubSpot:
- Go to Commerce> Quotes and click Create quote.
- Choose an existing deal or create a new one.
- Fill in quote details such as name, expiration date, and comments.
- Ensure the buyer's contact is included.
- And also don't forget to enter your company's information.
- Click Create custom line item to add products/services (name, description, quantity, price).
- Add Signature and specify the contacts who are needed for counter signatures
- Click on Finish quote to create it!
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