Get AutoQuote running in HubSpot in under 10 minutes
AutoQuote is a HubSpot Marketplace app that automatically generates quotes and invoices when deals move through stages — using an intuitive drag-and-drop interface and side card view inside HubSpot CRM.
Overview
What AutoQuote does and how it fits into your HubSpot deal pipeline.
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.
