Hub

What's Being Proposed?

Scope, pricing, and terms

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Actions BarPRIMARYCUSTOM

Quick actions: Edit Quote, Send Quote, Create Order

About This QuotePRIMARY

Quote number, title, status, expiration date

Line ItemsPRIMARY

Configured products with pricing - the core content

Quote AmountPRIMARY

Total value of all Line Items

Quote TypePRIMARYCUSTOM

New Business, Expansion, Renewal

Payment TermsPRIMARY

Payment schedule and conditions

Where Is It?

Status, approvals, and tracking

Quote StatusPRIMARY

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

Expiration Date

When quote validity ends

View Tracking

When and how often the quote was viewed

What's Connected?

Deal, recipients, and outcomes

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Parent DealPRIMARY

The opportunity this Quote supports

Resulting OrderPRIMARY

Order created when Quote is accepted

Company

Organization being quoted

Products

What offerings are included (via Line Items)
👥 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