Hub

What's Being Proposed?

Scope, pricing, and terms

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Quote TypeCUSTOM

New Business, Expansion, Renewal

Where Is It?

Status, approvals, and tracking

Version HistoryPRIMARY

Quote versions through negotiation

View Tracking

When and how often the quote was viewed

What's Connected?

Deal, recipients, and outcomes

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Previous Version

Link to prior quote version
👥 Customer View Supporting 💰 Revenue View Primary 🧠 Business Context Supporting ⚡ Team Enablement Supporting
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Associations

How quotes connect to other records in HubSpot

Value Path Configuration

Configure each stage of the customer journey

Implementation Patterns

Common patterns and best practices