> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Quotes & Line Items

> Let partners build accurate quotes and add line items directly on a deal, with templates, e-signatures, payment, and approval - all as native HubSpot objects.

> 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.

```mermaid theme={"theme":{"light":"github-light","dark":"github-dark"}}
flowchart LR
  build["Partner builds quote on deal"] --> rules["Pricing and approval rules"]
  rules --> quote["Native HubSpot quote"]
  quote --> close["Signed and paid"]
```

## Use cases

<CardGroup cols={2}>
  <Card title="Partner self-serve quoting" icon="circle-check">
    Let partners build quotes on the deal.
  </Card>

  <Card title="Govern with approval" icon="circle-check">
    Hold quotes for review before publishing.
  </Card>

  <Card title="Standardize quotes" icon="circle-check">
    Apply templates and locked titles.
  </Card>

  <Card title="Close in the quote" icon="circle-check">
    Capture signatures and payment.
  </Card>
</CardGroup>

## 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

<CardGroup cols={2}>
  <Card title="Partner Operations" icon="user">
    Configures quoting on deal embeds.
  </Card>

  <Card title="Deal Desk" icon="user">
    Reviews and approves partner quotes.
  </Card>
</CardGroup>

## Works with

{/* CONNECTS:START - generated content goes here */}

<CardGroup cols={2}>
  <Card title="Product Catalog" icon="file-invoice-dollar" href="/features/cpq/product-catalog">
    Line items come from the catalog.
  </Card>

  <Card title="Pricing & Discounts" icon="file-invoice-dollar" href="/features/cpq/discounts">
    Tier and segment discounts apply on the quote.
  </Card>

  <Card title="Shared Pipeline" icon="file-signature" href="/features/deal-registration/shared-pipeline">
    Resellers build quotes on their shared deals.
  </Card>
</CardGroup>

## Going deeper

<CardGroup cols={2}>
  <Card title="How to" icon="screwdriver-wrench" href="./technical">
    Setup, configuration, and all how-to guides.
  </Card>

  <Card title="API reference" icon="code" href="/general/introduction">
    Integration surface and code.
  </Card>
</CardGroup>