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SALES Hub Features

Quote Tools

Create and send sales quotes, collect electronic signatures, and receive payments from the same place you manage your deals.

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Impress buyers with instant, professional sales quotes.

Buyers value speed and efficiency in the sales process. Meet and exceed their expectations by providing quotes the moment they’re requested.

With HubSpot's sales quotes software, you can send over beautifully designed sales quotes that match your company’s brand within seconds of receiving the request — ensuring you’ll stay fresh on your buyer’s mind.

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Populate sales quotes with CRM data.

No more typing customer information manually or copying it from your CRM into yet another tool. HubSpot's quotes tool will automatically pull in all information tied to the deal record, including contact and product information, so you can send over sales quotes in an instant.
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Collect payments and e-signatures.

Designate signers and counter-signers to gather legally binding electronic signatures. Your buyer can sign and send the quote back without needing to print, scan, or fax anything. You can even embed payment links within your quotes to seamlessly collect payments. Simply toggle on payment collection, and your buyer can quickly pay via card or ACH.

Frequently Asked Questions

 

What is quote software?

Quote software helps you create and send quotes to customers interested in your product or services. Additionally, you can use the tool to create custom links such as itemized pricing, giving prospects the transparency they need to convert.

What should I include in a sales quote?

What's included in your sales quote can vary depending on your clientele and offerings. However, most quotes include a combination of the following:

  • Name and location of your business, along with other relevant business info
  • Breakdown of total costs and deliverables
  • Deadlines
  • Scope of work
  • Legal terms and conditions
  • Preferred payment methods
  • Payment terms
  • e-signature
What makes HubSpot's quote software popular?

Popular HubSpot quote software features include:

  • Send quotes from within your CRM without having to switch platforms
  • Customize your quotes with your brand's colors and logo for a polished and professional look
  • Seamlessly collect payments and electronic signatures with built-in functionality
Can I customize my quote?

HubSpot’s quote software features a visual template editor that allows you to customize your quote’s structure, colors, and imagery to match your business’s brand. Once you create a template, your team can edit and use it any time they send a quote to a new prospect. Additional customization options are available in Professional and Enterprise editions of Sales Hub.

The ROI of the HubSpot platform

Companies that use HubSpot grow better.

 

109%

Deal Close Rate

After just 12 months of using HubSpot's sales software, customers experience an astounding 78% surge in their deal close rate.


129%

Inbound Leads

After utilizing HubSpot's marketing software for a year, customers were amazed by the remarkable 129% increase in their incoming leads.


37%

Ticket Close Rate

Customers who use HubSpot's customer service software for just 12 months experience a 37% increase in their ticket close rate.

Popular Features in Sales Hub

Explore additional Sales Hub features below.

 

 

Performers can offer you benefits in terms of both user support and pricing.