Automated Quote and Invoice Creation

AutoQuote instantly generates quotes whenever a deal moves from one stage to another, completely eliminating the need for manual input. This automation saves valuable time, reduces human errors, and ensures that sales teams can focus more on closing deals rather than creating and updating quotes manually.

Drag-and-Drop Functionality

With AutoQuote’s intuitive drag-and-drop feature, users can seamlessly generate and manage quotes directly from the deal stage. Simply move a deal from one stage to another, and a quote is instantly created—no extra steps needed. This eliminates complexity, enhances usability, and speeds up the overall quoting and invoicing process for sales teams.

Quick & Easy Configuration

Set up predefined rules and settings in just a few clicks to automate quote generation with precision. AutoQuote allows teams to customize their quote creation process based on deal stages, ensuring consistency and accuracy. With minimal setup, users can eliminate repetitive tasks and focus on closing deals faster.

Seamless HubSpot Integration

AutoQuote fully integrates with HubSpot CRM, ensuring a smooth, uninterrupted workflow. With all quotes automatically synced to the relevant deals, sales reps can track, manage, and share quotes directly within HubSpot. No third-party tools, no extra steps—just a fully connected quoting experience inside your existing CRM environment.

Side Card View

No more switching between multiple tabs! AutoQuote offers a Side Card View, allowing sales reps to create, view, and access quotes and invoices with a single click—without ever leaving the deal page. This streamlined approach makes it easy to review and manage quotes efficiently, keeping the entire sales process smooth and distraction-free.