How to Create a Quote in HubSpot in 5 Minutes or Less
Learn everything you need to know about creating custom quotes in HubSpot. Need hands-on help? Book a call with a solutions advisor: https://bit.ly/hs-create-quote
How do you create and use a quote in HubSpot? Get the newsletter for more HubSpot tips: https://hubs.ly/Q016Xfn-0
Whether you’re trying to use a quote template or create a quote in HubSpot, there are a few factors you’ll want to keep in mind. In this video, we’ll walk you through two ways to create a quote in HubSpot.
In this video we’ll cover:
How to Create a Quote in HubSpot
How to use quote templates in HubSpot
How to add a quote to an existing deal in HubSpot
00:00 Introduction
00:16 HubSpot Quotes Need to be Associated to a Deal
00:30 First Way to Create a Quote in HubSpot
00:48 Second Way to Create a Quote in HubSpot
01:51 Buyer Information in HubSpot Quotes
02:24 Add Products or Services to Your HubSpot Quote
03:15 Add Discounts to Quotes in HubSpot
03:49 Adding Signatures and Payments to Quotes in HubSpot
_____________
📚ADDITIONAL RESOURCES:
Get the free HubSpot Hacks Newsletter: https://hubs.ly/Q016Xfn-0
👉🏻 Need some more help with HubSpot? Learn about our HubSpot consulting services: https://hubs.ly/Q016XfN60
_______________
🎬ABOUT HUBSPOT HACKS:
HubSpot Hacks is a weekly YouTube series hosted by HubSpot Agency SimpleStrat.com. It's full of tutorials, featuring tips, tricks and how-to's from marketers and sales professionals just like you. Whether you need a quick tip or in-depth details about how to put the tool to work, these HubSpot tutorials are sure to help.
Hosted by:
🙍🏼♀️Ali Schwanke ( / alischwanke )
🙎🏼♂️ Tyler Sprunk ( / getsprunk )
_______________
💬QUESTIONS OR FEEDBACK?
Have a topic idea or a question that needs answered? Drop a comment on the video or tweet at us! Don't forget to subscribe to the channel and share on social!
For customized HubSpot training, visit https://hubs.ly/Q016XfN60
#hubspot #hubspotquotes #hubspotpartner
Watch video How to Create a Quote in HubSpot in 5 Minutes or Less online without registration, duration hours minute second in high quality. This video was added by user HubSpot Hacks 25 April 2023, don't forget to share it with your friends and acquaintances, it has been viewed on our site 8,86 once and liked it 4 people.