How To Create A Quote In HubSpot
- Log In to HubSpot: Access your HubSpot account.
- Navigate to Sales: Click on the "Sales" tab in the main menu.
- Select Quotes: Choose "Quotes" from the dropdown options.
- Click on Create Quote: Find and click the "Create Quote" button.
- Fill in Quote Details: Enter necessary information like customer name and products.
- Customize Your Quote: Add discounts, terms, and any additional notes.
- Preview the Quote: Review the quote to ensure all details are correct.
- Save or Send: Save the quote or send it directly to the customer via email.
