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Quote Software

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

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  • Generate branded sales quotes in seconds

  • Collect payments and electronic signatures within your quote

  • Automatically populate quotes with information from your HubSpot Smart CRM

  1. 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.

  1. 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.

  2. 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.

Have questions? Give us a call and we'll walk you through it.

+1 857-829-5060

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Frequently Asked Questions