Your buyer opens a Revenue Hub quote and can answer questions right there on the page — a required date, checkboxes or dropdowns to confirm a choice, even a delivery address — and every answer saves straight back into HubSpot.

For your customers: make it elegantly simple to input the information you need via modules for Revenue Hub Quotes.

For your sales team: add single-click quoting, simple quote numbers and instant insights as each customer answer is saved to your HubSpot.

Make each template super flexible with automatic visibility rules to show/hide content and questions based on HubSpot properties and customer answers.

No PDF email ping-pong. No follow-up call to chase a missing detail. No re-keying anything into the CRM.

One accepted quote shows what is relevant and gathers all the information to complete the deal.

How DoQuotes streamlines your customer experience:

• Buyer-facing modules for Revenue Hub quotes

  • Indicate preferences with Checkboxes, Dropdowns, and Radio buttons

  • Input Dates, Numbers, single- and multi-line text properties

• Smart visibility rules show only the relevant information and questions as they go, based on each answer and HubSpot properties.

How DoQuotes streamlines your sales team's processes:

• Single-click quote creation without having to navigate each quote section and setting.

• Simple quote numbers like Q01234 and quote values on the deal for easy customer conversations.

• All customer contacts on the deal are named on the quote, but none of the other associated contacts.

• Quoting multiple bidders on a deal is easy, as one Multi-Quote click creates a unique quote for each reseller.

• Search on simple quote numbers when the customer says "I'm calling about quote 1234"

What is included:

• Buyer-facing field modules to drag and drop into Revenue Hub templates & quotes

  • Field: Single-text — a single-line text box

  • Field: Multi-text — a multi-line text box

  • Field: Number — formatted to match HubSpot or choices include unformatted, percentage and currency formatting

  • Field: Date — a date picker, stored and printed in a format you choose

  • Field: Dropdown — a dropdown list you define

  • Field: Radio — a set of radio buttons you define

  • Field: Checkbox — a single tick box

• More information about Field modules:

  • Fields save each customer answer to the HubSpot quote deal, buyer or billing company.

  • The DoQuotes App performs all back-end module security & services, including saving to HubSpot.

  • All customer answers are preserved and presented on the quote, even when sales reps recall, edit and re-send.

• Time-saving flexible formatting with the Layout: Columns module up to 4 columns wide including

  • Image, with automatic crop shapes and captions  —  Ideal for "Your Team" and Product Feature sections

  • Solid colour in buffered and full bleed — with overlay rich text captions

  • Logo  —  ideal for quote sections like "Our Customers" and "Our Partners"

  • Icon  —  hundreds of searchable international symbols from the Font Awesome library

  • Button / CTA  — links to a URL, email address or phone number

  • Blank Spacer  — because sometimes you just need to separate other modules with white space

  • Rich text with personalisation tokens over branded background colours.

    
    

Show a module only when it is relevant. Every DoQuotes module has visibility rules to make it appear only when a condition is met — rules include HubSpot properties, buyer answers or simply mimic visibility of another module. This allows quotes to ask additional questions only when the first answer calls for it, or to display only the terms and clauses relevant to this quote. Possibilities include making a single template that can handle commercial or domestic quotes, just by setting rules to display the right content, promotional images, logos and testimonials on the page. This saves salespeople from wasting time customising each quote or choosing the right template.

Getting the modules into your portal is a short one-time setup, using the HubSpot Command Line Interface (CLI). Full walkthrough: help.hubdo.com/doquotes/setupguide-modules. Once modules are installed, drag and drop any field or layout module onto any quote or template.

Built for a document someone is going to sign

A HubSpot quote is not a web form. A quote is a legal document to be completed and approved by recipients and countersigners. DoQuotes treats it that way.

Fields lock once the quote is signed. DoQuotes checks the quote's real HubSpot status before accepting any answer. After signature or countersignature, answers remain visible on the page and in the PDF, and the buyer can no longer change them.

Dates are unambiguous by design.  Customers select dates based on their familiar locale format. To avoid confusion, signed and printed documents present all dates in a choice of unambiguous formats for international audiences.

Print and PDF are clean. Interactive controls render as the values the buyer chose, not as live form fields, so a signed document looks like a document, not a printed form.

Answers only go where HubSpot allows. Modules are smart enough to know not to try saving to calculation and read-only HubSpot properties. Every write is checked against the HubSpot property type.

The DoQuotes AppCard: Quoting automation on the deal record

A DoQuotes card appears in the sidebar of every deal. From it your reps can:

• "one-click-new-quote" creates a new quote using the sales rep's default template.

• Just the right parties: DoQuotes adds all deal contacts to the quote, but only those associated with the buyer company. No other contacts or resellers are named.

• Cloned quotes receive a new unique simple quote number in the quote title for easy searching.

• "one-click-publish" sets a valid quote ready to send. Repetitive quotes do not even have to be opened in order to prepare it to send.

• For deals with multiple competing resellers, "one-click-Multi-Quote" creates a quote for every company on the deal, each with just the right parties named.

• Every quote gets a short, readable reference such as Q01234 instead of HubSpot's 12-digit date+random-number. Set a prefix and the length next number in DoQuotes' settings.

• Each quote title includes the short quote reference so it can be searched quickly while the customer is on the phone.

  • "I'm calling about quote 1234" ... " Hello, Mrs Jones, I have your quote right here. How can I help?"

• For portals with HubSpot Legacy Quotes, DoQuotes workflow actions can automatically add one-time tax, fees and discounts to a quote.

What makes DoQuotes different

Sales reps have proposal tools and instant customer answers without ever leaving HubSpot.

Third-party proposal tools host documents outside HubSpot and sync customer answers when approved and signed. DoQuotes adds interactive proposal features to Revenue Hub quotes and writes customer answers to HubSpot properties in real-time. No separate database to integrate, no separate licenses to purchase and no additional software to learn.

No per-seat charges. Every plan covers unlimited users. Hire five more reps and your DoQuotes bill does not move. You pay only for the number of quotes your portal creates each month across all users.

Quote work stays on the deal record. Create, clone, publish, recall and mark-signed all on the DoQuotes AppCard & preview panel.

Free 14-day trial — every feature, unlimited quotes

Install from the HubSpot App Marketplace and use the whole product free for 14 days. Every paid portal also gets a free ongoing licence for one HubSpot Sandbox or Developer Test portal. Build and test quote templates without touching production.

Pricing

Plans are set by the number of quotes created in your portal each month. All features and unlimited users are included on every plan.

Up to 200 new quotes per month — $89/month or $890/year

Up to 500 new quotes per month — $149/month or $1,490/year

Up to 1,000 new quotes per month — $249/month or $2,490/year

Additional quotes beyond your plan are billed at $0.50 each.

Annual plans offer twelve months for the price of ten.

Need more than 1,000 quotes a month, or different terms for a test portal? Email support@hubdo.com.

What you need

For the deal-record card and quote actions: any HubSpot portal that has quotes.

• HubSpot Portal with Legacy Quotes

• HubSpot Portal with Revenue Hub, previously Commerce Hub.

• Hybrid portal with both Legacy Quotes and Revenue Hub.

For the buyer-facing modules:

• HubSpot Revenue Hub (Revenue Hub was called Commerce Hub until June 2026 — if your paperwork says Commerce Hub, it is the same product line)

About HubDo

HubDo builds HubSpot-native apps that let you do more on HubSpot without adding external systems to learn and maintain. DoQuotes, DoPricer CPQ and DoCurrencies all run natively in HubSpot and store all data in HubSpot.

Questions before you install? Email support@hubdo.com and we will be happy to help!

Pete Nicholls, Founder, HubDo.