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Quote Software

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Quotes software allows you to create and send sales quotes, collect e-signatures, and receive payments from one place.

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  • Use AI to create branded quotes in minutes with data from your HubSpot Smart CRM

  • Collect payments and e-signatures directly within your quotes

  • Unify revenue, marketing, sales, and service data with one customer platform

Generate AI-powered quotes instantly.

Sales teams waste valuable time creating quotes from scratch and navigating rigid approval workflows.

HubSpot’s AI-powered quoting generates polished, branded proposals in minutes by pulling data directly from the deal record—no copy-pasting required.

Close deals faster with single-page quotes buyers can sign instantly. Add payment options to accelerate the quote-to-revenue process.

  1. Win more deals with professional quotes.

    Traditional quoting slows deals and frustrates sales reps. AI-powered quoting lets reps build and send quotes faster from a single-page editor. Each quote includes a cover letter, pricing table, products and line-items, attachments, and e-signature. Plus, billing and payment information can be collected in one click.

  2. Accelerate deals with custom, flexible approvals.

    Typical approval workflows stall deals and overwhelm decision-makers with poor context and disjointed communication.

    HubSpot’s quote approvals can automatically route quotes to the right approvers. Create flexible workflows based on criteria like pricing or discount thresholds to ensure control and consistency. Reps receive real-time feedback on rule violations, making it easy to adjust before sending the quote.

  3. Deliver a great buying experience with real-time quote tracking and reporting.

    Poor customer experience loses deals. Give buyers a streamlined process — an all-in-one branded page where they can review terms, accept, and submit billing and payment details instantly.

    Reps get real-time visibility into quote status, buyer engagement, and forecasting data — so they can close faster and smarter.

    Built into HubSpot’s customer platform, it’s quoting that helps sell. This is how modern B2B teams win the last mile.

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

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