Quote automation for HubSpot
Generate accurate quotes from HubSpot deals in one click
Quote automation in HubSpot means your reps generate accurate, branded quotes directly from deal records. Portant pulls deal data, line items, and pricing into professional templates, sends them for approval or signature, and tracks everything inside HubSpot. No spreadsheet wrangling, no copy-paste errors, no deals stuck waiting for a quote.
Trusted by teams at
920K+
Users
5.1M+
Documents automated
4.9/5
Google Marketplace & G2
125 hrs
Reclaimed per team / month
Why teams automate their quotes in HubSpot
Quotes take too long to send
Before
Reps pull data from HubSpot, open a template, manually type pricing, get it reviewed, then email it. One quote takes 30 minutes.
After
One click generates a quote with live deal data and accurate pricing. Send in minutes, not hours.
Pricing mistakes erode trust
Before
Manual entry means transposed numbers, missed discounts, and outdated prices. Clients catch errors you didn't.
After
Line items, quantities, and totals pull directly from the HubSpot deal. Pricing is always current and correct.
Deals stall waiting for approval
Before
Walk over to the manager's desk or send a Slack message. Wait. Follow up. Wait again.
After
Approval workflows route quotes through the right people automatically. One-click approve, one-click reject.
How quotes automation works
Every feature is built to work inside HubSpot, so your team moves faster without switching tools.
Feature
Live deal data in every quote
Quote templates automatically populate with the latest deal properties, contact details, company information, and custom fields from HubSpot. Always accurate, always current.
Feature
Formatted pricing tables from line items
HubSpot line items flow into clean pricing tables with quantities, unit prices, discounts, and totals. Tables expand for any number of items. No manual formatting.
Rep Review Complete
Document #1247
Manager Approved
James W.
Ready to Send
Awaiting final delivery
Feature
Manager approval before send
Route quotes through manager approval before they go to clients. Keep pricing accurate and margins protected. Approvers get one-click approve/reject via email.
Feature
eSign to close deals faster
Add signature fields so clients can accept quotes with a legally binding eSignature. Deal stage updates automatically when signed. Close deals the same day.
Send by email
Gmail or Outlook
Collect signature
Built into Portant
Signer status
PendingHow to get started with quotes in HubSpot
Step 1
Set up your quote template
Use Google Docs, Word, or Slides. Add your branding, layout, and pricing structure.
Step 2
Map pricing and details
Connect HubSpot line items, deal properties, and contact fields to template tags.
Step 3
Generate from HubSpot
Create quotes with one click directly from any deal record.
Step 4
Send, sign, close
Email the quote, collect signatures, and auto-update the deal stage.
“This software brilliantly takes over the tedious process of creating and sending invoices. This not only saves time but massively reduces errors of data entry.”
“Portant has been a game-changer for Clipboard! It's saved our sales team countless hours every week by generating order forms, proposals and contracts with info from HubSpot automatically filled in.”
“Truly a gamechanger! Portant streamlines these tasks and allows me to focus on the things that require my attention and problem-solving!”
“This software brilliantly takes over the tedious process of creating and sending invoices. This not only saves time but massively reduces errors of data entry.”
“Portant has been a game-changer for Clipboard! It's saved our sales team countless hours every week by generating order forms, proposals and contracts with info from HubSpot automatically filled in.”
“Truly a gamechanger! Portant streamlines these tasks and allows me to focus on the things that require my attention and problem-solving!”
Frequently asked questions about quotes
Start quoting faster today
Set up your first automated quote workflow in minutes. No credit card required.