How do I create a Hubspot Quote/Proposal?
The following video will walk you through the quote creation process, detailing the different templates we have, and some best practices when creating quotes in Hubspot.
Please follow along in the video. Timestamps are available below the video:
Timestamps:
What are Hubspot Quotes?: 0:00 - 3:05
How to create a Quote: 3:20 - 4:45
Difference in Quote Templates: 4:46 - 8:12
How to set up a . . .
- Single Config: 8:15 - 11:34
- Tiered Pricing: 11:35 - 13:00
- Multi-Config:13:01 - 14:27
- Term Based Pricing: 14:30 -18:33
- Bulk Inventory: 18:34 - 20:08
What to do after I create a quote: 20:10 - 22:30
Best Practices: 22:34 - 25:36
Renewal Quotes: