How to create a quote?

To create a quote, first we need to make sure there is already created deal in HubSpot.

- Go to the certain Deal 

-In the right side menu, find quotes

-Add quote

-The system will automatically generate contact's and company's details

-Next

-Line Item ( what service we will do for them or what service the quote will include)

-Check the price 

-Next

-Select E-signature and Tick the name who will sign it

-Copy the email address of the person who will sign the quote

-Select domain different than uspeh one

-In Comments select snippet 'Terms of quote'

-Go to Library

-Documents

-Click on the list

-Create link

-Paste customer's email ( it has been copied earlier)

-Copy the new created link

-Go back to the quote, highlight wordings 'Following terms and conditions' and insert the link

-Publish the quote 

-Send the quote ( copy the new link)

NOTE: If the quote is audit or project with limited time we need to add one more snippet in Comments filed: snippet for Audit terms or snippet for Fixed project terms.