Quote Software

Create and send sales quotes — and even collect electronic signatures and payment — from the same place you manage your deals.

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Generate Polished, Branded Quotes in Seconds

Close deals faster by sending quotes when your product is top of mind.

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Impress your prospects with professional, instantaneous sales quotes.

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    Sales quotes at the push of a button.

    Your prospects value speed and efficiency in the sales process. Why not meet and even exceed their expectations by providing quotes the moment they’re requested?

    Win the day by sending quotes while your product is still fresh on your prospect’s mind, creating a smoother sales process overall. Better for them, better for you!

    You can even insert your logo and alter the quote’s colors to match your branding. Quotes that look like they took hours — generated in seconds.

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    Built-in payments and electronic signatures.

    Easily embed a payment link within quotes to seamlessly collect payments. During quote creation, simply toggle on payment collection. Now, when you send the quote, your prospect can quickly pay via card or ACH. Voila!

    And collecting signatures is seamless. Designate signers and counter-signers to gather legally-binding electronic signatures. Your customer can easily sign and send back the document without having to print, scan, or fax anything.

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    All your tools in one place.

    No more typing customer information from your CRM into yet another piece of software. No more copy-and-paste errors. The quotes tool pulls in contact and company information from the HubSpot CRM to generate a sales quote with one click.

    Spend less time switching between software systems and more time selling.

    Use the quotes tool to create auto-populated sales quotes right from where you’re already working. Send a quote, hop over to the next deal, make a call, send an email, then jump right back to see that your quote has been signed — all without missing a beat.

The All-in-One Sales Software Your Team Will Actually Use

Email Sequences

Put prospecting on autopilot to keep them from slipping through the cracks and free up more time to close warm leads.

Email Templates

Turn your most effective and repetitive sales emails into templates you can access inside your inbox and share with your team.

Email Tracking

Know the second a lead opens an email, clicks a link, or downloads an attachment, and surface the most relevant notifications to the top of your activity feed. Then send a perfectly timed follow-up.

Email Scheduling

Schedule emails to go out at a specified date and time, or use machine learning to deliver emails to prospects when they’re most likely to engage.


Optimize your documents and personalize your pitch by seeing who views each document and which pages they spend time on.


Share a link that gives leads the power to choose a time that works for everyone. Works with Google Calendar, Office 365, and HubSpot CRM.

Live Chat

Connect directly with prospects when they’re actively engaging with your website. Route chat conversations to the right salesperson to build better relationships and close more deals.


Queue up a list of sales calls, make them from inside your browser, log calls to your CRM automatically, and record calls with a single click.

Sales Automation

Use workflows to automate manual, time-consuming tasks: Rotate leads, create deals and tasks, and more.


Out-of-the-box and customizable reports and dashboards allow you to share high-level business metrics with executives, or dig into more granular metrics for your sales team.

Predictive Lead Scoring

Prioritize your outreach based on a prospect’s likelihood to become a customer so you don’t waste time trying to qualify poor-fit leads.

Salesforce Integration

Bi-directional sync with Salesforce means a record of every email, meeting, call, and more is at your fingertips.

Frequently Asked Questions

  • Quote software helps you create and send quotes to customers interested in your product or services. Additionally, you can use the tool to create custom links such as itemized pricing, giving prospects the transparency they need to convert. 

  • Popular HubSpot quote software features include:

    • Send quotes from within your CRM without having to switch platforms. 
    • Customize your quotes with your brand's colors and logo for a polished and professional look. 
    • Seamlessly collect payments and electronic signatures with built-in functionality.
  • HubSpot’s quote software is available for free, with additional functionality and quote customization options included in Starter, Professional, and Enterprise editions of Sales Hub.  

  • Quotes are instantaneous to set up. Simply find a template that works for you and enter your content. Your team will be sending beautiful, well-designed quotes in no time.

  • What's included in your sales quote can vary depending on your clientele and offerings. However, most quotes include a combination of the following:

    • Name and location of your business, along with other relevant business info
    • Breakdown of total costs and deliverables
    • Deadlines
    • Scope of work
    • Legal terms and conditions
    • Preferred payment methods
    • Payment terms
    • e-Signature
  • HubSpot’s quote software features a visual template editor that allows you to customize your quote’s structure, colors, and imagery to match your business’s brand. Once you create a template, your team can edit and use it any time they send a quote to a new prospect. Additional customization options are available in Professional and Enterprise editions of Sales Hub.

Start Using HubSpot's Sales Software Today

Reach more leads, book more meetings, and close more deals with less work.

Works with Gmail, G Suite, and Outlook or Office 365 for Windows