How to Create Professional Sales Quotes in Minutes in HubSpot

A well-crafted quote does more than list prices but it showcases value, removes objections, and gives prospects confidence to say “yes.” Fast, error-free quotes keep momentum alive. If the quote is Slow or messy? They kill it. Prospects move on to competitors who respond quicker and look more professional.

Common Challenges with Manual Quote Creation

Most sales teams still rely on spreadsheets, Word documents, or simply copy-pasting from HubSpot. The result?

• Hours wasted on repetitive data entry
• Pricing mistakes and outdated product information
• Inconsistent branding across the team
• Delayed responses that let deals go cold
• Frustrated reps who’d rather sell than play spreadsheet jockey

If this sounds familiar, you’re not alone and there’s a much better way.

What is AutoQuote?

AutoQuote is a powerful, fully native HubSpot app developed by Dean Infotech that automates quote and invoice creation directly inside your CRM.

Instead of jumping between tools or manually building documents, AutoQuote pulls data straight from your HubSpot Deals, Contacts, and Companies. It generates professional quotes and even invoices automatically or with just a few clicks. No more switching tabs, no duplicate data entry, and no risk of version-control nightmares.

How It Integrates with HubSpot CRM

AutoQuote lives 100% inside HubSpot. It syncs in real time, so when a deal moves to a new stage, you can trigger quote creation instantly. Everything stays in one place: your pipeline, your quotes, and your customer data all beautifully connected.

Key Features That Simplify Quoting

AutoQuote is packed with features designed to make quoting effortless:

• Drag-and-Drop Quote Builder — Visually build and edit quotes with ease, right from the deal view.
• Use Pre-built Templates and Customizations — Start with professional templates or create your own branded versions.
• Automated Pricing and Product Integration — Pull products, pricing, discounts, and line items directly from your HubSpot deal, no manual updates needed.
• Export Options — Generate polished PDFs, CSVs, or send quotes directly to clients from HubSpot.
• Supports E Signature — You can integrate your quotes with Esignature

Plus, it supports automated quote generation when deals hit specific stages, giving you true hands-off efficiency.

Step-by-Step Guide: Creating a Quote in Minutes

How to Install AutoQuote in HubSpot (Step-by-Step)

Getting started with AutoQuote is quick and straightforward. The entire installation takes just a few minutes.

Follow these simple steps:

1. Log in to your HubSpot account Open your browser and log in to your HubSpot portal.
2. Navigate to the HubSpot Marketplace In the top navigation bar, click on the Marketplace icon (or go to Settings → Integrations → Marketplace).
3. Search for AutoQuote In the Marketplace search bar, type “AutoQuote” and hit enter. The app by Dean Infotech will appear.
4. Click “Install” Select the AutoQuote app and click the Install button to begin the installation process.
5. Select the HubSpot Account Choose the specific HubSpot account (portal) where you want to install AutoQuote.
6. Connect the App Review the requested permissions, check the consent checkbox, and click “Connect App” to authorize AutoQuote to integrate with your HubSpot CRM.

How to Configure AutoQuote Settings in HubSpot

After installing AutoQuote, the next important step is to configure it according to your business needs. Proper setup allows you to automate quote creation and maintain consistency across your team.

Follow these steps:

1. Go to Settings In your HubSpot account, click the Settings icon (gear icon) in the top navigation bar.
2. Navigate to Connected Apps In the left sidebar, go to Integrations → Connected Apps.
3. Select AutoQuote Find and click on AutoQuote from the list of connected apps.
4. Access App Settings Click on Actions → Go to Settings.
5. Open General Settings Go to the General Settings section.
6. Launch Configuration Click Settings to open the configuration dialog box.
7. Go to the Quote Settings Tab Switch to the Quote Settings tab.
8. Select and Add Pipeline Choose the desired Pipeline from the dropdown and click Add Pipeline.
9. Configure Quote Preferences
   • Select the Quote Template
   • Choose the Quote Language
   • Set the Expiration Terms
10. Choose Quote Creation Method Select one of the following options:
    • Deal Stage Change
    • Automation
    • All of the Above
11. Enable Drag & Drop AutoQuote Creation Turn on the Drag & Drop AutoQuote Creation toggle. Then select the Destination Stage (the pipeline stage at which you want the quote to be automatically created).
12. Enable E-Signature (Optional) If required, enable E-signature. (Note: This feature is available only in AutoQuote Pro and higher plans)
13. Select Sales Person Information Choose who should appear as the sender on the quote:
    • Global Sender
    • Deal Owner
14. Add Quote Comment and Purchase Terms Enter any default Quote Comments and Purchase Terms you want to include on every quote.
15. Save Your Settings Click Update Settings to save all your configurations.

Once saved, AutoQuote is fully configured and ready to generate professional quotes automatically or with a single click.

What used to take 30–60 minutes now takes under 5.

Also Read : View the Detailed Guide to Setup AutoQuote in your HubSpot 

Tips for Making Your Quotes More Professional

Even with automation, a few best practices go a long way:

• Branding consistency — Use the same logo, fonts, and colors on every quote.
• Clear, concise language — Focus on value and benefits instead of just features.
• Include terms and conditions — Make payment terms, validity, and next steps crystal clear to avoid confusion later.

AutoQuote makes applying these tips effortless with customizable templates.

Benefits of Using AutoQuote for Your Sales Team

Teams using AutoQuote typically see:

• Massive time savings and fewer errors — Reps spend less time on admin and more time selling.
• Improved customer experience — Prospects receive fast, polished quotes that make your company look professional.
• Consistency across all quotes — Every document looks the same, no matter who creates it.
• Faster deal closures — When quotes go out quicker and look better, deals move through the pipeline faster.

The result? Higher productivity, happier sales teams, and more revenue.

Common Use Cases

AutoQuote delivers value across industries:

• SaaS companies — Quickly quote subscription plans, add-ons, and annual contracts.
• Manufacturing and logistics — Handle complex product bundles, quantities, and shipping terms with ease.
• Professional services — Generate project-based quotes with milestones, retainers, and custom scopes.

Whether you sell software, physical products, or services, AutoQuote adapts to your needs.

Ready to Streamline Your Quoting Process?

AutoQuote transforms quoting from a time-consuming chore into a fast, professional advantage — all without ever leaving HubSpot.

Stop wasting hours on manual work. Start closing deals faster with accurate, branded quotes that impress every time.

Try AutoQuote today — it’s available now on the HubSpot Marketplace.

Install it here: AutoQuote on HubSpot Marketplace

Your sales team (and your win rate) will thank you.

What are you waiting for? 

Install AutoQuote and start creating quotes in minutes instead of hours.