Quote templates for HubSpot

Create HubSpot quotes from templates that ask for a few inputs and calculate quantities, tiered prices, discounts and recurring items for you. Or paste the quote you already have — HTML, Excel, CSV, JSON, Markdown or plain text — and turn it into a HubSpot quote linked to the deal.

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What it does

Template library with inputs, formulas, tiers, conditional and optional lines.
Imports quotes from HTML, Excel, CSV, JSON, Markdown, text or a URL (including Google Docs and Sheets).
Deal tab with a live preview of lines, totals, first-year value and warnings.
Matches lines to your products by SKU or name.
New quotes (CPQ) and legacy quotes: buyer, company and design associated automatically.
Workflow actions and a REST API to create quotes from any system.

Example gallery included

Website project, SaaS seats, hour bundle, installation per m², event per attendee, and quotes from the deal's line items.

Your data

Hosted in the EU (Cloudflare). Tokens are stored encrypted. What you paste to import isn't stored unless you save it as a template. Privacy policy.