HubSpot Sales Quotes

HubSpot Sales Quotes
The easy-to-use CRM to scale your business. Create and send sales quotes, collect electronic signatures, and receive payments from the same place you manage your deals.
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Published: January 19, 2024

What is HubSpot Sales Quotes?

Imagine a tool that simplifies creating, sending, and managing sales quotes.

With HubSpot’s Sales Quotes feature, you can quickly generate professional-looking quotes directly from your CRM. This tool allows easy customization to fit your brand’s style and includes essential elements like pricing, descriptions, and terms. Additionally, it tracks when your quotes are viewed and accepted, facilitating better follow-up and client engagement.

This integration within the CRM environment ensures that your sales data is centralized and easily accessible, enhancing overall sales management and efficiency.

Who is HubSpot Sales Quotes best suited for?

HubSpot’s Sales Quotes feature is ideal for sales professionals and businesses of any size looking to create and manage sales quotes efficiently.

It’s especially beneficial for those who require quick quote generation, desire to maintain brand consistency in their quotes, and need to integrate this process seamlessly with their CRM system. Additionally, businesses looking for a tool to track quote views and acceptances and those wanting to enhance client engagement and follow-up will find it particularly useful.

Notable Features

Some of HubSpot’s Sales Quotes most notable features are:

  • Quick Quote Creation: Generate professional sales quotes directly from the CRM.
  • Customizable Templates: Tailor quotes to match your brand’s style.
  • Automatic Pricing Calculations: Easily include product details and pricing.
  • Track Engagement: Monitor when quotes are viewed and accepted.
  • E-Signature Integration: Facilitate fast and secure quote approvals.
  • Seamless CRM Integration: Centralize sales data for better management.
  • Follow-up Features: Enhance client engagement with timely follow-ups.

Price

HubSpot’s Sales Quotes is part of HubsSpot Sales Hub.  There are three pricing tiers:

  1. Starter ($45/month): Includes 2 paid users, basic sales tools, simple automation, e-signature, and more.
  2. Professional ($450/month): Includes 5 paid users, advanced features like call transcription, sequences, forecasting, and ABM tools.
  3. Enterprise ($1,500/month): Includes 10 paid users, advanced control features like custom objects, predictive lead scoring, and more.

Each tier offers additional users at an extra cost per user.You can get started for free with HubSpot Sales Quotes. 

Please note that software pricing is subject to change. It’s recommended to visit their site for pricing and contact them for more information.

Customer Success Stories

Here are three customer success stories for HubSpot Sales Quotes:

  1. WeightWatchers: Revamped their enterprise sales process with HubSpot, leading to increased productivity​​.
  2. Sandler: Transformed its internal go-to-market strategy using Sales Hub, scaling insightfully​​.
  3. Ceros: Achieved 180% growth in deal generation through smarter prospecting with HubSpot​​.

HubSpot Sales Quotes Reviews

Read the best HubSpot Sales Quotes reviews by verified users here:

Note: review counts as of Jan 6th, 2024.

Frequently Asked Questions

What is HubSpot Sales Quotes?

HubSpot Sales Quotes is a feature within the HubSpot Sales Hub that allows users to create and send professional quotes to potential customers.

How does HubSpot Sales Quotes help improve sales processes?

HubSpot Sales Quotes streamlines the quoting process by providing templates, customization options, and the ability to track quote activity, ultimately helping sales teams close deals faster.

Can HubSpot Sales Quotes integrate with other tools?

Yes, HubSpot Sales Quotes integrates seamlessly with other HubSpot tools, as well as popular CRM systems, email platforms, and eSignature solutions.

Is HubSpot Sales Quotes suitable for small businesses?

Absolutely! HubSpot Sales Quotes is designed to cater to businesses of all sizes, providing a user-friendly interface and scalable features to meet the needs of small and large sales teams alike.

How secure is HubSpot Sales Quotes for handling sensitive customer information?

HubSpot Sales Quotes prioritizes data security and compliance, ensuring that customer information is protected through encryption, secure storage, and adherence to industry-standard security protocols.

Still have questions? Get in touch

Learn More About HubSpot Sales Quotes

Want to learn about HubSpot Sales Quotes?
Learn more on their site.

Author

  • Joe Kevens

    I'm the Founder and Editor-In-Chief of B2B SaaS Reviews. I'm also the Director of Demand Generation at PartnerStack, the #1 platform purpose-built for partner management and affiliate marketing in B2B SaaS. Before PartnerStack, I worked for other go-to-market B2B SaaS companies: Influitive (Advocate Marketing designed to generate more reviews, references, and referrals), LevelJump (Sales Enablement) (acquired by Salesforce) and Eloqua (Marketing Automation) (acquired by Oracle).

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