Setup and user guide

Requirements

• A HubSpot account with quotes (Sales or Revenue Hub Professional or Enterprise).
• A user allowed to install apps (super admin).

1. Install

1. Click Install in HubSpot (or “Install” in the Marketplace).
2. Choose the account and review the permissions: read and create quotes and line items, read and update deals, and read contacts, companies, products and owners.
3. When done, the app settings open.

2. Configure

• Quotes: the app detects whether your account uses new quotes (CPQ) or legacy quotes. Pick the default design, validity and language; optionally publish on create (legacy), copy lines to the deal or update its amount.
• Products and taxes: how lines are matched to your products (SKU and name) and which HubSpot tax rate matches each %.
• Deal tab: in HubSpot, Settings → Objects → Deals → Customize the record view → add the “Quotes from templates” tab.

3. Build templates

In the app (Marketplace → Connected apps → Quote Builder):

• Gallery: add an example and adapt it.
• New template: inputs, lines with formulas, conditions, recurring items; click “Calculate” to try it.
• Import: paste a quote you already have (or a URL) and save it as a template.

Everything you can write is in the formats and formulas guide.

4. Create a quote

1. Open a deal with at least one contact and go to the “Quotes from templates” tab.
2. From template: pick the template, fill in the inputs and untick optional lines you don't want. From content: paste the quote.
3. Click “Preview”: you'll see lines, matched products, totals and warnings.
4. Click “Create quote” and open it in HubSpot to review, publish and send it.

5. Automate

• Deal workflows: actions “Create quote from template” and “Create quote from deal property”.
• API: in Settings → API create a key and use POST https://quotes.vexcosolutions.com/api/v1/quotes (see API).
• History: every quote created or attempted, with the reason if it failed.

6. Disconnect and uninstall

• Settings → Plan and data → “Delete data and uninstall”: immediately deletes your templates, history and keys and uninstalls the app.
• You can also uninstall it from HubSpot (Connected apps). In that case we delete everything stored after 30 days.
• Quotes you created live in HubSpot and are not touched.