Partners build quotes where the deal lives, choosing from products they are allowed to sell at the price your rules dictate. Quotes and line items are native HubSpot objects, so there is nothing to reconcile.
What it does
On a deal, partners can add line items and build quotes directly in the collaboration surface, in the portal or embedded in your CRM. They pick from the governed product catalog, and pricing follows your discount rules automatically. A guided quote builder walks them through their info, the end user, line items, and signature or contacts, then a review step. You decide how much partners can do: whether they can edit line items, create quotes, and publish them, or whether a quote needs approval first. You can apply a quote template, lock the title to a template, require e-signatures, and collect payment through HubSpot Payments or Stripe. Everything is written back as native HubSpot quote and line-item objects associated to the deal.The problem it solves
Quoting through partners is usually slow, error-prone, and disconnected from the CRM:- Partners quote off-system → They build quotes on the deal, written to HubSpot directly.
- Quotes skip review → Approval gates hold quotes as drafts until your team publishes.
- Quotes look inconsistent → Templates and locked titles standardize every quote.
- Closing drags on → E-signatures and payment collection finish the deal in the quote.
From problem to solution
Quotes and line items bring partner quoting into your CRM. Partners build accurate quotes on the deal, your rules govern pricing and approval, and the result is a native HubSpot quote, signed and paid if you choose, with no reconciliation.Use cases
Partner self-serve quoting
Let partners build quotes on the deal.
Govern with approval
Hold quotes for review before publishing.
Standardize quotes
Apply templates and locked titles.
Close in the quote
Capture signatures and payment.
Impact
- CRM-native - Quotes and line items are native HubSpot objects on the deal.
- Time to value - Partners quote from your existing CRM catalog right away, with no pricing engine to stand up first.
- Work where you already are - Partners quote in the portal or embedded in the CRM.
Who it’s for
Partner Operations
Configures quoting on deal embeds.
Deal Desk
Reviews and approves partner quotes.
Works with
Product Catalog
Line items come from the catalog.
Pricing & Discounts
Tier and segment discounts apply on the quote.
Shared Pipeline
Resellers build quotes on their shared deals.
Going deeper
How to
Setup, configuration, and all how-to guides.
API reference
Integration surface and code.