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Quote Software

Create and send sales quotes, collect electronic signatures, and receive payments from the same place you manage your deals.

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  • Generate branded sales quotes in seconds

  • Collect payments and electronic signatures within your quote

  • Automatically populate quotes with information from your HubSpot Smart CRM

  1. Impress buyers with instant, professional sales quotes.

    Buyers value speed and efficiency in the sales process. Meet and exceed their expectations by providing quotes the moment they’re requested.

    With HubSpot's sales quotes software, you can send over beautifully designed sales quotes that match your company’s brand within seconds of receiving the request — ensuring you’ll stay fresh on your buyer’s mind.

  1. Populate sales quotes with CRM data.

    No more typing customer information manually or copying it from your CRM into yet another tool. HubSpot's quotes tool will automatically pull in all information tied to the deal record, including contact and product information, so you can send over sales quotes in an instant.

  2. Collect payments and e-signatures.

    Designate signers and counter-signers to gather legally binding electronic signatures. Your buyer can sign and send the quote back without needing to print, scan, or fax anything. You can even embed payment links within your quotes to seamlessly collect payments. Simply toggle on payment collection, and your buyer can quickly pay via card or ACH.

Have questions? Give us a call and we'll walk you through it.

+1 857-829-5060

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If you’re interested in quote software, these related resources may help.

Frequently Asked Questions

  • Quote software helps you create and send quotes to customers interested in your product or services. Additionally, you can use the tool to create custom links such as itemized pricing, giving prospects the transparency they need to convert.

  • HubSpot’s quote software is available for free, with additional functionality and quote customization options included in Starter, Professional, and Enterprise editions of Commerce Hub.

  • What's included in your sales quote can vary depending on your clientele and offerings. However, most quotes include a combination of the following:

    • Name and location of your business, along with other relevant business info
    • Breakdown of total costs and deliverables
    • Deadlines
    • Scope of work
    • Legal terms and conditions
    • Preferred payment methods
    • Payment terms
    • e-signature

  • Popular HubSpot quote software features include:

    • Send quotes from within your commerce software without having to switch platforms
    • Customize your quotes with your brand's colors and logo for a polished and professional look
    • Seamlessly collect payments and electronic signatures with built-in functionality

  • Quotes are instantaneous to set up. Simply find a template that works for you and enter your content. Your team will be sending beautiful, well-designed quotes in no time.

  • HubSpot’s quote software features a visual template editor that allows you to customize your quote’s structure, colors, and imagery to match your business’s brand. Once you create a template, your team can edit and use it any time they send a quote to a new prospect. Additional customization options are available in Professional and Enterprise editions of Commerce Hub.