Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
Access Type Shared 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! We are currently working on integrating CPQ quotes into the app, so it should be available soon! 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 | ||
Workflows | ||
Owners | ||
Quote Template Design |
We take your privacy seriously. We only store the data necessary (HubSpot portal ID, register date and settings), never any personal or sensitive information. If you subscribe using stripe, your payment and personal data is stored by Stripe. Our servers are located in Germany.
Reviews
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: 03/12/2026
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