Detailed and well-structured quotes play an essential role in this process! as they provide customers with a clear view of the products or services offered! along with their associated costs. HubSpot! with its all-in-one platform! offers robust tools for creating and managing quotes.
In this article! we’ll explore how to create quotes in HubSpot and the benefits they can bring to your sales process.
What is a quote?
A quote is a formal document that details the products or services a company offers to a potential customer! along with prices and other terms and phone number data conditions. It’s a vital part of the sales process! as it helps establish clear expectations and facilitates the customer’s decision-making.
How to create quotes in HubSpot
Creating quotes in HubSpot is a task that can make a difference in your sales process. The platform offers an intuitive and user-friendly interface that guides you step by step! making it easy to create detailed and personalized quotes.
Below is a detailed guide to help you get the most out of this tool:
Create a new business
- Go to the Sales Section: From the main panel! go to the “Sales” section and select “Business.”
- Create a New Business: Click “Create Business.” Fill in the necessary information! amount! stage of the business! and associated contact information.
Add products to the business
- Select Business: Once you have created your business! select the specific business you wish to add a quote to.
- Add Products: In the business view! you’ll find the “Products” option. Click “Add Product” and select the products or services you whatsapp phone number want to include in the quote.
Create the quote
- Generate Quote: In the deal view! click “Create Quote.” This will open the HubSpot quote editor.
- Configure Details: Fill in the quote the anatomy of a high-converting fax list details! payment terms! and any other relevant details.
- Customize Template: HubSpot offers customizable templates you can use to give your quotes a professional look. Customize the template to suit your needs.
- Add Contact Information: Be sure to include the client’s contact information and any other important notes.
- Review and Save: Review all the quote details and save the document.
Submit the quote
- Email: HubSpot allows you to send the quote directly from the platform. Simply select the “Send via email” option! and send the quote to the client.
- Download PDF: You can also download the quote in PDF format and submit it manually or save it for your records.