Hub

What's Being Proposed?

Scope, pricing, and terms

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Scope SummaryPRIMARYCUSTOM

Executive summary of what's included

Where Is It?

Status, approvals, and tracking

Version History

Quote versions through negotiation

Stakeholder ConcernsCUSTOM

Known concerns to address

What's Connected?

Deal, recipients, and outcomes

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Quote RecipientsPRIMARY

Who receives and reviews this Quote

Company

Organization being quoted
👥 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