Quote Setup

Streamline your quoting procedures within HubSpot, making it easier for your sales team to create and send quotes to prospects and customers.

Custom Quote Template: We create a custom quote template tailored to your business, including your branding and specific information.
Product Catalog Integration: Import and manage your product catalog, ensuring that sales reps can easily select the right products for each quote.
Historical Tracking: Keep a complete record of quotes, their status, and any changes made for tracking and auditing purposes.
Notification Systems: Set up automated notifications for when quotes are viewed, accepted, or declined.

Efficiency: Simplify and accelerate the quoting process to respond more quickly to customer requests.
Professionalism: Impress prospects and customers with professionally designed and branded quotes.
Accurate Product Selection: Ensure that your sales reps choose the correct products for each quote, minimizing errors.
Streamlined Approvals: Automate approval processes, reducing delays and ensuring compliance with company standards.
Quick Acceptance: Allow customers to accept quotes with e-signatures for a faster sales cycle.
Improved Collaboration: Foster collaboration among your sales team members for creating and finalizing quotes.
Data and Analytics: Analyze quote data to understand what works and how to improve your quoting process.

3-5 Days