In-Deal Quote Builder

Create fully-formed quotes without leaving the Deal record. A structured multi-tab card — Quote Details, Sender Information, Line Items, Pricing, and Terms — walks reps through everything a quote needs in one place.

Product Library Integration

Pull line items directly from your existing HubSpot product library, or add custom line items on the fly. Existing deal line items are automatically loaded and pre-checked when the card opens.

Reusable Sender Defaults

Admins set default sender company details windows once from the Settings page. Reps get a pre-filled starting point on every quote and can override any field per deal.

Fully Custom Settings

Admins set general setting windows once from the Settings page. Reps get a pre-filled starting point on every quote and can override any field per deal.

Draft, Preview & Publish Workflow

Save a quote as a draft at any point and pick up where you left off later. Preview exactly how it will look to your buyer before publishing, then generate the live, shareable quote with one click. Published quotes can still be edited and republished as deal terms change, with full version history kept automatically.

Client Ready Quote

Every quote you generate is a real HubSpot Quote object — automatically associated with the Deal, Company, and Contacts. No external documents, no disconnected records, and your reporting stays accurate.

Auto Fill Buyer info

Every quote automatically set buyer contacts and company from deal associated company, and contacts.