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Platform

Products

Demos

Guided interactive demos and sandbox environments

Hubs

All the demos and collateral your buyers need in one place

New!

RepX

New

Conversational agents to qualify and convert prospects

Features

Download

Explore

Solutions

Used by GTM teams

Marketing

Turn curiosity into conversions with self-guided demos

Sales

Close more deals faster with interactive demo experiences

Customers

Customer Showcase

Check out how 5000+ GTM teams win with Storylane

Customer Resources

Our executive team continues to rave about how well Storylane visualizes our own tool!

Emily Elizabeth

VP Marketing

Storylane's by far the easiest and most reliable out of other competitors.

Martin Kurowski

Product Marketing Manager

Intuitive, powerful, and easy to use platform.

Matt Slotten

Marketing

demos in 3 weeks

Michael DeMarco

Product Marketing Manager

Read Case Study

It’s actually kind of shocking how fast it was for us.

Katie Fairbank

Director of Product Marketing

Resources

Featured

The impact of interactive demos on conversion rates & time to convert

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All Tutorials /Hubspot

How to Create Quotes in HubSpot

Updated on:

April 19, 2026

By:

Madhav Bhandari

Use this interactive demo to learn how to create quotes in HubSpot.

‍

Creating quotes in HubSpot allows you to generate professional sales documents for deals and share them with customers.

Log in to your HubSpot account and navigate to your main dashboard.
Head to the CRM section, and select Deals from the dropdown menu.
On the top left of the page, click on Deals, and select Quotes from the dropdown options.
Hit Create quote to start building a new proposal for your client.
Select a Deal record to associate and choose a Quote template, then click Create quote to proceed.
Your quote is now created and ready to share with your customer.

📌 Why this matters

Creating quotes streamlines your sales process by turning deal information into professional proposals you can send immediately. You'll maintain consistency across all client communications while reducing the time between verbal agreements and formal documentation. The real advantage lies in keeping everything connected within your CRM ecosystem. When quotes link directly to deal records, you automatically track proposal status, follow-up timing, and conversion rates. This visibility helps you identify which proposals stall and refine your closing process based on actual quote-to-close data rather than guesswork.

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