Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
Create a Quote Subscription - Subscription plan
Overview
1/2 - how to create a quote within a workflow
This app provides a workflow action to automatically create a quote, based on your quote templates.
Keep in Mind: Hubspot has recently implemented CPQ quotes. The app currently only supports legacy quotes! As soon as this becomes technically feasible on HubSpot’s side, we will integrate CPQ quotes into the app. To learn more about CPQ quotes click here! To learn more about legacy quotes click here.
Features
Create quotes as a workflow action
You can easily create (legacy) quotes for different cases with workflows and this action.
Choose quote template in action
A dropdown suggests all available templates
Customizable purchase terms and comments
Enter your own text for "purchase terms" or "comments to buyer".
App Functionality
Shared Data
Deal associations | ||
Line-Items | ||
Owners | ||
Quote Template Design | ||
Workflows |
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Reviews
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Pricing
Subscription
€8.33
/monthSubscription
€8.33
/month* 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: 02/04/2026
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