Hub

What's Being Proposed?

Scope, pricing, and terms

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Actions BarCUSTOM

Quick actions: Edit Quote, Send Quote, Create Order

Scope SummaryCUSTOM

Executive summary of what's included

Where Is It?

Status, approvals, and tracking

Internal ApprovalPRIMARYCUSTOM

Pricing, Technical, Legal approval status

Negotiation FlexibilityPRIMARYCUSTOM

Firm, Some Flexibility, Negotiable

Quote Status

Draft → Pending Approval → Sent → Viewed → Accepted/Rejected

Stakeholder ConcernsCUSTOM

Known concerns to address

What's Connected?

Deal, recipients, and outcomes

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Quote Recipients

Who receives and reviews this Quote
👥 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