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AutoQuote

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App

AutoQuote

HubSpot Certified App

Create, send, sign & track professional quotes and invoices without leaving HubSpot
Installs
100+ installs
Rating

4.5

(6)

Sign in to installRequires AutoQuote subscription

Requirements

HubSpot Plan
HubSpot Account permissions
View the required account permissions
Access Type
Shared
AutoQuote Subscription
Pro or Enterprise plans

Overview

AutoQuote is a 100% native HubSpot quoting solution that helps you create professional quotes, send them directly to clients, collect eSignatures, and track quote progress all from within HubSpot.


Since AutoQuote works directly with your HubSpot CRM, it automatically pulls customer, company, product, and deal information from your records. This means your team doesn’t have to enter the same information repeatedly, reducing manual effort and minimizing errors.


Create unlimited custom quote templates that match your brand, products, and services. Whether you need different templates for multiple business units, offerings, or sales teams, AutoQuote gives you complete flexibility to design and manage your quotes inside HubSpot.


Create quotes manually, trigger quote generation when a deal reaches a specific stage, use drag-and-drop actions, build workflow-based automations, or connect AutoQuote with your existing integrations. Whether your team prefers a simple process or a highly automated workflow, AutoQuote fits the way you sell.


Once your quote is ready, send it directly to your client through email and collect signatures using the built-in eSignature functionality. No need for additional tools or complicated workflows—everything stays connected to the HubSpot deal record.

Your team can track quote status in real time, view quote activity from the AutoQuote card, and download quotes whenever needed. Every action—from creation to approval—is visible inside HubSpot, giving your sales team complete transparency and control.


Why Choose AutoQuote?

  • Automatically pull data from HubSpot deals

  • Create unlimited custom quote templates

  • Generate quotes manually or through automation

  • Trigger quote creation using deal stages and workflows

  • Send quotes directly to clients via email

  • Collect signatures with built-in eSignature

  • Track quote status in real time

  • Manage everything from the HubSpot deal record

  • Download quotes instantly

  • Enjoy a seamless, 100% native HubSpot experience

AutoQuote brings your entire quoting process into one place, helping your team spend less time on administration and more time closing deals.


Install AutoQuote today and transform your HubSpot deals into professional, trackable, and signable quotes in just a few clicks.


Create. Send. Sign. Track. All inside HubSpot.

Features

100% Native HubSpot App

100% Native HubSpot App

Manage your entire quoting process without leaving HubSpot. AutoQuote is built natively for HubSpot, giving your sales team a seamless experience within the CRM they already use. Create, send, sign, and track quotes without constantly switching between multiple platforms.

Create and Edit Unlimited Quote Templates inside HubSpot

Create and Edit Unlimited Quote Templates inside HubSpot

Build professional, branded quotes that fit your business. Create and edit unlimited custom quote templates directly inside HubSpot. Customize your quote experience for different products, services, customers, or sales teams while maintaining a consistent and professional brand identity.

Built-In eSignature

Built-In eSignature

Make quote approvals faster with built-in eSignature. Let customers review and digitally sign quotes without requiring a separate eSignature solution. Keep the signing process connected to the quote and the associated HubSpot deal for a smoother approval experience.

Flexible Quote Creation Options

Flexible Quote Creation Options

Every sales process is a different, so AutoQuote doesn't force one path. Create quotes the way your sales process works. Generate quotes manually, trigger them when a deal stage changes using drag-and-drop, or automate quote creation through HubSpot workflows and integrations. Allowing team the flexibility to choose the right level of automation.

Manage Everything from the Deal Record

Manage Everything from the Deal Record

Keep your quotes and deal information connected in one place. Access AutoQuote directly from the AutoQuote card on your HubSpot deal record. View quote information, take actions, and track activity without searching through separate applications or disconnected systems.

Send Quotes Directly via Email

Send Quotes Directly via Email

Get quotes in front of your customers faster. Send completed quotes directly to clients via email from AutoQuote. Eliminate unnecessary downloading, uploading, and manual emailing steps while keeping your quote delivery process connected to the HubSpot deal.

Download Quotes Instantly with a Single Click

Download Quotes Instantly with a Single Click

Access a copy of your quote whenever you need it. Download generated quotes directly from the AutoQuote card with a single click. Keep copies for your records, share them internally, or use them whenever a downloadable version of the quote is required.

App Functionality

Shared Data
Data Source
Sync Direction
In HubSpot
In HubSpot

Owner Detail

Owners

Owners

CRM Card

CRM Cards

CRM Cards

Deals Details

Deals

Deals

Line Items

Line Items

Line Items

Quote

Quotes

Quotes

Companies

Companies

Companies

Contacts

Contacts

Contacts

Users

Users

Users

Invoice

Invoices

Invoices

Webhooks

Webhooks

Webhooks

CRM Associations

CRM Associations

CRM Associations

Average rating

4.5

Based on 6 ratings


Total reviews

6

Number of reviews all-time


5
83% complete
83%
4
0% complete
0%
3
0% complete
0%
2
17% complete
17%
1
0% complete
0%

Average rating

4.5

Based on 6 ratings

Total reviews

6

Number of reviews all-time

5
83% complete
83%
4
0% complete
0%
3
0% complete
0%
2
17% complete
17%
1
0% complete
0%

Filter reviews:

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5/5
    Jun 30, 2026

Excellent quoting tool with strong HubSpot integration

AutoQuote has significantly improved our quote generation process by reducing manual work and ensuring consistency across our sales team. The integration with HubSpot allows our team to create accurate quotes directly from CRM data, saving time and improving efficiency. The Dean Infotech team has also been responsive and supportive when enhancements or assistance have been required.

What do you like?

Seamless integration with HubSpot Reduces manual quote creation and administration Improves consistency and accuracy of quotations Customisable to suit business requirements Responsive support and development team

  • Edwards, J.


5/5
    Jun 2, 2026

AutoQuote closes a gap

While advanced quote automation is often only possible with higher-priced CRM packages or individual development, AutoQuote offers a practical way to automate quotes directly in HubSpot without a costly upgrade. We were particularly impressed by the ability to create quotes automatically based on deal phases. The workflow configuration is intuitive, quick to set up and fits seamlessly into existing sales processes. The direct integration into the HubSpot interface also ensures that employees can work efficiently without having to switch between different systems. AutoQuote creates real added value, especially for companies that work with HubSpot's standard functions. Functions that are otherwise often only available through individual API development or additional software solutions are made easily accessible here. Even the free version offers an attractive entry point with automated quote creation and uncomplicated setup. AutoQuote is a well thought-out solution for those who want to reduce the manual effort involved in creating quotes. This saves time, increases efficiency in sales and creates more space for actual customer care and the sales process.

  • Haake-Klink, O.

Translated from Deutsch. View original text

This app requires one of the following AutoQuote subscription plans.

Pro

15 day free trial

$49

/month

Power up your sales with advanced features.

  • Unlimited Users

  • 149 quotes / month

  • 99 invoices / month

  • Custom Quote Template

  • Template gallery

  • Built-In eSignature

  • Supports Automation and Integration

  • Export and Share as PDF or Email

  • Flexible Quote and Invoice Creation Options

  • Track Quote Status in Real Time

  • Ongoing support

Pro

15 day free trial

$49

/month

Power up your sales with advanced features.

  • Unlimited Users

  • 149 quotes / month

  • 99 invoices / month

  • Custom Quote Template

  • Template gallery

  • Built-In eSignature

  • Supports Automation and Integration

  • Export and Share as PDF or Email

  • Flexible Quote and Invoice Creation Options

  • Track Quote Status in Real Time

  • Ongoing support

* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 06/24/2026

More info

Built by
Dean Infotech
Installs
100+ installs
Categories
Languages this app is available in
English

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