HUBSPOT TUTORIAL

How to create a quote

GUIDES TO INCREASE EFFECIENCY

Use the quotes tool to create auto-populated sales quotes right from where you’re already working. Send a quote, hop over to the next deal, make a call, send an email, and then jump right back to see that your quote has been signed — all without missing a beat. Learn how to do it down below.

WHAT WILL YOU DISCOVER IN THIS GUIDE?

  • Navigate HubSpot through the Sales Channel

  • Set a date, time, location and description

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