Get AutoQuote running in HubSpot in under 10 minutes

AutoQuote is a 100% native HubSpot app that changes the way sales teams create, send, sign, and track quotes — without ever leaving HubSpot. You can build unlimited custom quote templates that match your company branding, with plenty of customization options and ready-to-use layouts for pricing tables, terms, and conditions. When it's time to create a quote, do it the way that works best for you: manually, by drag-and-drop from your pipeline, automatically when a deal moves to a new stage, through HubSpot workflows, or via integrations. Professional quotes in seconds, no matter how you work.

Key capabilities

• 100% Native HubSpot App — Manage your entire quoting process directly inside HubSpot.
• Unlimited Custom Quote Templates — Create and customize unlimited branded quote templates.
• Built-In eSignature — Let customers review and sign quotes without a separate eSignature tool.
• Flexible Quote Creation — Create quotes manually or automate them through workflows and integrations.
• Manage from the Deal Record — Access and manage quotes directly from the HubSpot deal record.
• Automatically Pull Deal Data — Pull customer, company, deal, and product information automatically.
• Send Quotes via Email — Send completed quotes directly to customers through AutoQuote.
• One-Click Quote Download — Download generated quotes instantly whenever needed.
• Real-Time Quote Status Tracking — Track quote status and follow up with customers at the right time.

To ensure AutoQuote works correctly and provides a seamless quote and invoice management experience within HubSpot, the following permissions are required during installation:

• CRM Permissions — Companies (view company properties and details), Contacts (view contact properties and details), Deals (view, create, edit, and delete deal records), Line Items (view, create, edit, and delete line items), Products (view product details from the HubSpot Products Library), Users (view details of users assigned to CRM records).
• Quote & Invoice Permissions — Quotes and Quote Templates (view, create, edit, and manage quotes and quote templates), Invoices (view, create, edit, and manage invoices).
• Deal Property Permissions — Deal Properties (view and manage deal property settings required for AutoQuote functionality).
• Content & File Permissions — Content Access (websites, landing pages, CTAs, emails, blogs, and campaigns), File Manager (files required for generating and managing quotes and invoices).
• Basic Account Information — Account Details (primary domain and user email details).

1. 1

   Go to the HubSpot Marketplace and search for AutoQuote

   Go to the HubSpot Marketplace. Search for AutoQuote.

   

2. 2

   Click Install App

   Click Install App.

   

3. 3

   Choose your account

   Choose your Account in which you want to install the app. Then click on "Choose Account".

   

4. 4

   Review permissions and connect

   Review and agree to the required permissions and click "Connect App".

   

5. 5

   Access AutoQuote from Connected Apps

   After installation, go to Connected Apps in your HubSpot account. Once the installation is complete, you can access AutoQuote from the Connected Apps section.

   

AutoQuote allows you to generate quotes using HubSpot's native quote templates. Follow the steps below to configure your quote settings and generate a quote directly from a deal.

Configure Quote Settings

1. 1

   Open AutoQuote settings

   Open AutoQuote from the Connected Apps section in your HubSpot account. Go to Actions > Select Go to Settings.

   

2. 2

   Go to Setting Tabs

   Go to Setting Tabs.

   

3. 3

   Select a pipeline

   Go to the Quote Setting > Select the pipeline where you want to enable quote creation and then click on Select Pipeline.

   

4. 4

   Choose a native template

   Once selected you will see a dropdown to expand the menu. Select Native Template as the quote template type. Choose your preferred template from the available options: Basic, Original, or Modern.

   

5. 5

   Set the quote status on generation

   Select the Quote Status on Generation from Published or Draft.

   

6. 6

   Configure language and expiration

   Configure the additional quote details, including Language and Expiration Date.

   

7. 7

   Choose a quote creation method

   Select how you want to create quotes: Drag & Drop, Automation, Integration, or All of the Above.

   

8. 8

   Enable Drag & Drop and select the destination stage

   Enable the Drag & Drop option if you want to generate quotes by moving deals between pipeline stages. Select the Destination Stage — the deal stage at which AutoQuote will automatically generate the quote.

   

9. 9

   Set e-signature, comments, and save

   Enable or disable E-Signature according to your requirements. Add Quote Comments and Purchase Terms as required. Click Update Settings to save your configuration.

Generate a Quote from a Deal

Once your settings are configured, you can generate a quote directly from your HubSpot deal pipeline.

1. 1

   Open your deal dashboard

   Go to your Deal Dashboard in HubSpot. Make sure your dashboard is in grid view.

   

2. 2

   Select the deal

   Select the deal for which you want to generate a quote.

3. 3

   Drag the deal to the destination stage

   Drag the deal to the Destination Stage you selected in the AutoQuote settings.

   

4. 4

   Open the deal

   Open the deal. AutoQuote will generate the quote automatically. You can find the generated quote in the AutoQuote card on the deal record.

5. 5

   View or download the quote

   Open the quote to view or download it.

   

AutoQuote allows you to automatically generate invoices using your configured invoice settings. Follow the steps below to set up invoice generation and create an invoice from a HubSpot deal.

Configure Invoice Settings

1. 1

   Open the Invoice tab

   Open AutoQuote from the Connected Apps section in your HubSpot account. Go to the Invoice tab in AutoQuote Settings.

   

2. 2

   Select a pipeline

   Select the pipeline where you want to enable invoice generation.

3. 3

   Choose the invoice status on generation

   Choose the Invoice Status on Generation: Draft or Published.

   

4. 4

   Set language and destination stage

   Select the preferred Invoice Language. Choose the Destination Stage where the invoice should be generated.

5. 5

   Configure association labels

   Configure the association labels as required: Bill To Contact Association Label, Bill To Company Association Label, Ship To Company Association Label (optional). Add an Invoice Comment, if required.

   

6. 6

   Save your configuration

   Click Update Settings to save your configuration.

   

Generate an Invoice from a Deal

Once your invoice settings are configured, you can generate an invoice directly from your HubSpot deal pipeline.

1. 1

   Drag the deal into the destination stage

   Go to the Deals Dashboard in HubSpot. Make sure your deals are displayed in Grid View. Select the deal for which you want to generate an invoice. Drag and drop the deal into the Destination Stage selected in your AutoQuote settings.

Open the deal record. In the AutoQuote Card, navigate to the Invoice tab. You will find the automatically generated invoice there. Open the invoice to view or download it.

AutoQuote allows you to generate quotes using custom HubSpot templates. Follow the steps below to configure your quote settings and generate a quote from a deal.

Configure Quote Settings

1. 1

   Open Quote Settings

   Open AutoQuote from the Connected Apps section in your HubSpot account. Go to Settings → Quote Settings.

   

2. 2

   Select a pipeline

   Select the pipeline where you want to enable quote creation.

   

3. 3

   Select Custom Template as the template type

   Select Custom Template as the template type.

4. 4

   Choose your template

   Choose the desired template from the available options.

5. 5

   Set expiration terms and creation method

   Select the Expiration Terms. Select your preferred Quote Creation Method: Drag & Drop, Automation, Integration, or All of the Above.

   

6. 6

   Select the destination stage

   Select the Destination Stage — the deal stage at which the quote will be generated.

   

7. 7

   Add comments and save

   Add Quote Comments and Purchase Terms, if required. Click Update Settings to save your configuration.

Generate a Quote from a Deal

Once your quote settings are configured, you can generate a quote directly from your HubSpot deal pipeline. Go to the Deals Dashboard in HubSpot. Select the deal for which you want to generate a quote. Drag and drop the deal into the Destination Stage selected in the AutoQuote settings.

1. 1

   Open the deal record

   Open the deal record. AutoQuote will automatically generate the quote. Go to the AutoQuote Files Card on the deal record.

   

Open the quote to view, download or email the quote directly.

AutoQuote allows you to customize your quote templates using the AutoQuote Template Builder. Follow these steps to edit an existing custom quote template.

Edit a Custom Quote Template

1. 1

   Select the pipeline and template type

   Open AutoQuote from the Connected Apps section in your HubSpot account. Go to Settings → Quote Settings. Select the pipeline associated with the quote template you want to edit. Select Custom Template.

   

2. 2

   Click Manage

   Click Manage. A popup with the Template Gallery will appear.

3. 3

   Preview the template

   Click Preview to view the quote template before making any changes.

   

4. 4

   Clone the template

   To edit the template, click Clone Template.

   

5. 5

   Edit in the Template Builder

   The AutoQuote Template Builder will open. Make the required changes to the template according to your business requirements. Update the Quote Template Name to identify your customized template easily.

   

6. 6

   Save and publish

   Click Save to save your changes. Click Publish to make the updated template available for use. Close the pop up window.

   

7. 7

   Select your updated template

   Now go to the Custom Template dropdown and choose your new custom template for use.

   

AutoQuote allows you to create a fully customized quote template from scratch using the AutoQuote Template Builder. Follow these steps to create your own template.

Create a Custom Quote Template

1. 1

   Select the pipeline and template type

   Open AutoQuote from the Connected Apps section in your HubSpot account. Go to Settings → Quote Settings. Select the pipeline where you want to use the custom quote template. Select Custom Template.

   

2. 2

   Click Manage

   Click Manage. A popup containing the Template Gallery will appear.

3. 3

   Create the template

   At the top of the Template Gallery, click Create Template. The AutoQuote Template Builder will open. Add the required blocks and configure them according to your requirements. Enter a name for your quote template.

   

4. 4

   Save, publish, and select it

   Click Save to save your template. Click Publish to make the template available for use. Close the Template Gallery popup. Your newly created custom template will now be available in the Custom Template dropdown, where you can select it for your quote generation.

   

You can add AutoQuote cards to your HubSpot deal records in two ways.

Method 1: Add Cards Through AutoQuote Settings

1. 1

   Open AutoQuote settings

   Go to AutoQuote from the Connected Apps section in your HubSpot account. Then click on Action > then Go to the Settings.

   

2. 2

   Open App Cards

   Open the Settings tab. From the left sidebar, select App Cards.

   

3. 3

   Manage location

   Click Manage Location in "AutoQuote".

4. 4

   Enable on Record Page and Customer Success

   Then tick AutoQuote in both Record Page and Customer Success. Click Save. Repeat the same process to add the AutoQuote Files Card.

Once completed, the AutoQuote cards will be available on your HubSpot deal records.

Method 2: Add Cards Directly from a Deal Record

1. 1

   Open a deal and click Customize

   Open any Deal record in HubSpot. Click Customize.

   

2. 2

   Select the deal view

   Select the deal view you want to customize. For example, you can select the Default View.

   

3. 3

   Add the AutoQuote cards from the Card Library

   Click the + (Add) icon at the top of the page. Open the Card Library. Search for AutoQuote. Click Add Card for both: AutoQuote, AutoQuote Files Card. Close the Card Library popup. Click Save and Exit.

You will now be able to see the AutoQuote cards on your HubSpot deal record, allowing you to easily access and manage your quotes and related files.

Compare Plans

Manage Subscription in AutoQuote

1. 1

   Go to Connected Apps

   Go to Settings. Go to Connected Apps in your HubSpot CRM. Click on AutoQuote app.

2. 2

   Manage your subscription

   Move to the Manage Subscription Tab to manage, upgrade or downgrade your app Subscription.

   

1. 1

   Go to Connected Apps

   Go to Settings. Go to Connected Apps in your HubSpot CRM. Choose AutoQuote app.

   

2. 2

   Start the uninstall

   Click on "Actions". Click on Uninstall.

   

3. 3

   Confirm the uninstall

   Type "uninstall" to continue. Click on Uninstall.

   

4. 4

   Choose a reason and finish

   Choose a reason why you're uninstalling AutoQuote. Click Done.

   

Troubleshoot

1. 1

   Quotes aren't generating when I move a deal to a new stage

   Check that the deal stage you moved to actually has a quote rule configured against it. AutoQuote only triggers on stages you've explicitly set up — if a stage was added to your pipeline after the initial setup, it won't generate anything until you map a rule to it. Also confirm the deal has the required fields filled in (line items, associated contact, associated company), since missing data on the deal record is the most common reason generation silently fails.

2. 2

   The quote generated but line items are missing or incorrect

   This usually traces back to the deal's line items not being fully populated before the stage change happened. AutoQuote pulls whatever is on the deal at the moment of the trigger, so if products were added after the quote was created, you'll need to regenerate rather than expect it to update automatically. Double-check your product library in HubSpot is current too, since outdated pricing or SKUs there will carry straight through.

3. 3

   I don't see the AutoQuote card on the deal page

   Confirm the app is installed and connected under your account's installed integrations, and that your user has the account permissions AutoQuote requires. If it was working before and disappeared, check whether someone on your team reinstalled or reauthorized the app recently, since that can reset card placement until the page is refreshed.

4. 4

   Invoices aren't syncing back to the deal

   Since invoices sync one-directional in most setups, verify the sync direction on your data connections hasn't been changed. If an invoice was edited outside HubSpot (directly in AutoQuote's own interface, for example), give it a few minutes to sync back, and refresh the deal record rather than assuming it's stuck.

5. 5

   Drag-and-drop isn't triggering anything

   Make sure you're actually moving the deal across a pipeline stage boundary and not just reordering it within the same stage — reordering doesn't fire the automation. Also check that the specific pipeline you're using has AutoQuote rules configured; rules set on one pipeline don't carry over to a second pipeline automatically.

6. 6

   I'm hitting my monthly quote limit unexpectedly

   On the Free plan, the 19-quote cap includes every quote generated automatically, including duplicates from re-triggered stage changes (for example, if a deal is moved back and then forward again). If you're bumping into the limit sooner than expected, check for pipeline stages that might be triggering more often than intended, or consider upgrading to Pro.

7. 7

   Templates aren't applying correctly

   Confirm the correct template is assigned to the specific deal stage or product type triggering the quote. A common mix-up is having a default template set at the account level that overrides a more specific one you configured for a particular stage.

8. 8

   Still stuck?

   If none of the above resolves it, reach out through AutoQuote's support channel with the deal ID and pipeline name — that's the fastest way for their team to trace what happened.

Frequently Asked Questions

AutoQuote is built and supported by Dean Infotech. Our team is available across US and India business hours.

Contact us

Feature suggestions

We ship improvements to AutoQuote every month and prioritise based on customer requests. Send feature ideas to sales@deaninfotech.com with the subject AutoQuote feature suggestion.