Deal ManagementMedium2 minutes
How to Create a Quote in HubSpot
Learn how to generate quotes from deal records in HubSpot. Streamline your sales process with instant quotes.
The HubSpot Way
Multiple clicks through menus and forms:
Open deal → Quotes tab → Create quote → Add products → Generate → Send
⏱️ Takes 2-5 minutes + context switching
The Shabe Way
Just type what you need:
"Create a quote for the Acme deal"
⚡ Instant results in seconds
Why Use Quotes
Quotes provide:
- Professional presentation - branded documents
- Accurate pricing - calculate automatically
- E-signature integration - faster closing
- Tracking - see when opened/signed
The Traditional HubSpot Way
- Open deal
- Go to Quotes tab
- Click Create quote
- Select template
- Add products/line items
- Set pricing/discounts
- Add terms
- Generate PDF
- Send to prospect
The Shabe Way
"Create a quote for the Acme deal"
Shabe generates quote from deal products.
Query Examples
"Generate quote for BigCo with 20% discount"
"Create proposal for TechCorp deal"
"Make a quote with current deal products"
After Creating
"Send the quote to john@acme.com"
"Download quote as PDF"
"Track when quote is opened"
Get Started
Connect HubSpot to Shabe for instant quote generation.
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Try Shabe free for 7 days. Connect your HubSpot account and experience the difference.