Setup Guide for AutoQuote

Introduction

AutoQuote is a powerful quote automation tool designed to streamline your sales process within HubSpot. This guide will walk you through the setup process, ensuring a seamless integration and configuration.

Step 1: Install AutoQuote

• 1. Log in to your HubSpot account.
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• 2. Navigate to the HubSpot App Marketplace.
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• 3. Search for "AutoQuote" in the search bar.
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• 4. Click "Install" to begin the installation process.
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• 5. Select the HubSpot account where you want to use AutoQuote.
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• 6. Click “Create Account” to connect AutoQuote with your CRM.
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Step 2: Configure AutoQuote Settings

• 1. Go to Connected Apps in your HubSpot CRM.
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• 2. Click on "Actions" and choose "Go to Settings".
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• 3. Click "Settings" to open the configuration dialog box.
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• 4. Enable the Drag-and-Drop feature.
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• 5. Select the Deal Stage where you want quotes to be automatically generated.
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• 6. Choose your preferred Quote Style to match your business needs.
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• 7. Click "Update Settings" to save your changes.
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Step 3: Generate Quotes Automatically

• 1. Navigate to your HubSpot CRM > Deals Section.
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• 2. Ensure you are in Grid View, where all your deals are listed.
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• 3. Select the deal you want to create a quote for.
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• 4. Drag and drop the deal into the predefined stage.
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• 5. The quote is instantly generated.

Step 4: Access and Share Quotes

• 1. Open the Deal where the quote was generated.
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• 2. In the Side Card View, you will find the newly created quote.
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• 3. Click to open the quote.
• 4. Review the details, then download and share it with your clients.
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Conclusion

Congratulations! 🎉 You have successfully set up AutoQuote. Now, you can streamline your quoting process, save time, and close deals faster.

🚀 Start using AutoQuote today and experience seamless automation within HubSpot!

For questions, contact us at support@quote.deaninfotech.com or visit https://deaninfotech.com