Creating sales quotes in HubSpot? You’ve got options. Whether you’re looking for a simple built-in tool, a powerful third-party integration, or a custom solution, there’s a way to streamline your process.
HubSpot’s native Quotes tool is a quick and easy way to generate professional, branded quotes without leaving your CRM.
This is a great option if you need a straightforward quoting solution without extra bells and whistle
Need more flexibility? HubSpot’s App Marketplace offers integrations that take quoting to the next level. These tools provide advanced features like automated approvals, interactive pricing, and deeper analytics—helping you close deals faster.
The HubSpot App Marketplace offers a variety of quoting integrations, allowing businesses to customize their sales process. Whether you need advanced CPQ (Configure, Price, Quote) capabilities, automated workflows, or better tracking, these integrations enhance how you generate and manage quotes in HubSpot.
Best known for its custom templates, e-signatures, document tracking features, PandaDoc has expanded into quoting and CPQ software, offering advanced pricing, product configurations, and approval workflows. Their new quoting tools can also be integrated with HubSpot to create more dynamic, interactive quotes.
DealHub is a CPQ powerhouse that simplifies complex pricing models, approval workflows, and contract negotiations. It allows HubSpot users to generate personalized, interactive quotes that adapt based on customer preferences. The platform also includes guided selling features, helping reps configure the right products and pricing for each deal while ensuring compliance with company policies.
If you’re looking for a proposal-focused quoting solution, Proposify is a great option. It combines quote generation with proposal tracking, allowing sales teams to monitor when prospects open, view, or interact with documents. With HubSpot integration, you can sync contact and deal data directly into proposals, ensuring consistency and reducing manual entry.
Quoter is designed for speed and automation, helping sales teams generate accurate quotes quickly. Its HubSpot integration ensures that quotes are synced with deals and contacts, while automated follow-ups help keep the sales process moving. Quoter also provides analytics to track quote performance, helping teams refine their approach and close more deals.
If you need dynamic pricing, approval workflows, or deeper analytics, integrating a specialized tool can save time and reduce errors. These solutions provide greater flexibility than HubSpot’s native Quotes tool, making them ideal for businesses with more complex sales processes.
For businesses with unique needs, custom integrations provide full control over the quoting process.
Using HubSpot’s API, developers can build a seamless connection between HubSpot and your existing systems for a tailor-made quoting experience.
HubSpot Native Quotes
Marketplace Integrations
Custom Integrations
HubSpot makes quoting easy—whether you stick with the built-in tool, connect a marketplace app, or build a custom integration.
If you’re looking for a seamless, automated quoting process, we can help. Let’s chat about the best solution for your business!
If you're considering a CPQ implementation, start with data readiness. It's the foundation that everything else builds upon. At Quick2Bid, we specialize in helping organizations prepare for successful CPQ implementations. Contact us to learn more about our data readiness assessment services.
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