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.
