Vetted Score
4.6
/ 5.0
Scored 4.6/5 due to deep CRM integration, robust template options, and strong automation, though pricing can be high for small teams.
Key Features
Customizable Quote Templates
Design branded quotes with drag‑and‑drop editing, dynamic fields, and company logos.
Automated Approval Workflows
Set up rules so quotes requiring discounts or special terms are automatically routed for manager approval.
Seamless CRM Integration
Quotes pull contact, deal, and product data from HubSpot CRM, ensuring accuracy and real‑time sync.
Frequently Asked Questions
Quotes are only available in paid Sales Hub plans; HubSpot’s free CRM does not include the Quotes feature.
Yes, HubSpot offers native integrations and API access to connect with popular accounting tools like QuickBooks and Xero.
You can customize colors, fonts, logos, line items, and add custom fields; templates are fully editable via the drag‑and‑drop editor.
Featured Lists & Comparisons
Specifications
Pricing Model
Available in HubSpot Sales Hub Starter ($45/mo), Professional ($450/mo), and Enterprise ($1,200/mo) tiers, billed annually.
Supported Platforms
Web (Chrome, Firefox, Safari, Edge)iOSAndroid