> ## 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.

# Let partners build and send quotes on a deal

> Enable partner quoting end to end: line items and quotes, who can create them, templates, e-signatures, payment, expiration, and approval.

Letting partners build quotes on their own deals removes a slow back-and-forth and keeps quoting
inside your CRM, while your templates, pricing rules, and approval keep every quote on-brand and
correct. This guide takes you the whole way: turning on line items and quotes, choosing who can
create them, standardizing how they look, requiring signatures and payment, setting expiration, and
deciding whether quotes publish straight away or route through review.

## What you'll achieve

A deal embed in a partner experience where the partners you choose get a guided quote builder: they
add line items at your governed prices, produce a quote on your template with a locked title,
optionally require an e-signature and collect payment, and either publish the quote themselves or
submit it to your team for approval. The quote is written as a native HubSpot object on the deal, so
everything stays in your CRM.

## Before you start

<Steps>
  <Step title="Confirm the Product Hub module">
    Viewing line items and quotes works on any plan, but creating and editing them requires the
    Product Hub module on your plan. Without it, the creation toggles show an upgrade prompt instead.
  </Step>

  <Step title="Connect HubSpot with quote write access">
    Quote and line-item creation is HubSpot only, and HubSpot must be connected with quote write
    permissions. On Salesforce, partners can view line items but cannot create quotes, so this guide
    applies to HubSpot deals.
  </Step>

  <Step title="Have a deal experience ready">
    You need a portal experience that includes a deal collaboration embed (a CRM list of deals).
    Create or open that experience before you begin.
  </Step>
</Steps>

## Steps

### Turn on line items and quotes

<Steps>
  <Step title="Open the deal embed">
    Go to [Experience builder](https://app.introw.io/templates) and open the experience your partners
    use. Select the deal collaboration embed and open its configuration. The quoting controls live in
    the **Quotes & Line Items** section of the **Configuration** tab.
  </Step>

  <Step title="Show line items and allow editing">
    Decide what partners can do with products on the deal:

    * **Show line items** - lets partners view the products and services on the deal. Turn this on as
      the foundation for quoting; on its own it is view-only and works on any plan.
    * **Allow line item editing** - lets partners add, modify, or remove line items. This requires
      the Product Hub module; with it on, partners can build the line items a quote is made of.
  </Step>

  <Step title="Show quotes and allow creation">
    Turn on the quote permissions partners need:

    * **Show quotes** - lets partners view quotes linked to the deal. This is the base quote
      visibility and is HubSpot only.
    * **Allow quote creation** - lets partners create new quotes on the deal, which reveals the
      builder and the configuration below. Requires Product Hub and HubSpot quote write access.
    * **Allow quote publishing** - lets partners publish their own quotes. Leave it on for fully
      self-serve quoting, or turn it off to hold quotes for manual approval (covered in the last
      phase).
  </Step>
</Steps>

### Control who can quote and how it looks

<Steps>
  <Step title="Choose who can create quotes">
    Use **Who can create quotes** to limit quoting to specific partner segments. Leave it empty to
    allow every partner who sees the embed, or select segments to restrict creation to, for example,
    certified or higher-tier partners. This keeps quoting in the hands of partners you trust to send
    pricing to a customer.
  </Step>

  <Step title="Pick a quote template">
    Use **Quote template** to choose the HubSpot template every partner quote is built on, so output
    stays on-brand and consistent. Templates marked "(CPQ)" are HubSpot's CPQ templates, which
    support signing and payment collection; plain templates are the legacy quote format. Choose a CPQ
    template if you plan to require e-signatures or collect payment.
  </Step>

  <Step title="Lock the quote title">
    Standardize naming with the **Quote title** controls:

    * **Lock quote title** - prevents partners from changing the quote title, so every quote follows
      your convention and is easy to find.
    * **Title template** - the naming pattern used when the title is locked. Type `{` to insert deal
      property variables, for example "Quote for {dealname}", so each title is generated from the
      deal.
  </Step>
</Steps>

### Add signing, payment, and expiration

<Steps>
  <Step title="Require e-signatures">
    In **E-signatures**, turn on **Require e-signatures** so partners must select signers when
    creating the quote and the quote must be signed before it can be accepted. This gives you a clean
    record of agreement without a separate signing tool. (Signing and payment require a CPQ
    template.)
  </Step>

  <Step title="Collect payment">
    In **Payment collection**, decide whether the customer can pay from the quote:

    * **Enable payment collection** - turns on paying directly through the quote, shortening the path
      from accepted quote to revenue.
    * **Processor** - choose **HubSpot Payments** or **Stripe** to process the payment.
    * **Accepted methods** - enable **Card**, **ACH**, or both, depending on how you want customers
      to pay.
  </Step>

  <Step title="Set an expiration">
    In **Expiration**, control how long a quote stays valid:

    * **Lock expiration date** - stops partners from changing the expiration, so quotes expire on
      your schedule.
    * **Automatically expire ... days after creation** - the number of days (1 to 365) until a
      locked quote expires, for example 30. This keeps stale pricing from lingering.
  </Step>
</Steps>

### Decide on approval, then publish

<Steps>
  <Step title="Choose self-serve or approval">
    Decide how quotes go out, using **Allow quote publishing** from the first phase together with the
    review controls:

    * For fully self-serve quoting, leave **Allow quote publishing** on. Partners create and publish
      quotes themselves.
    * For reviewed quoting, turn **Allow quote publishing** off so partner quotes stay as drafts
      until someone on your side approves them.
  </Step>

  <Step title="Set up the approval form">
    If you want review, configure the approval route:

    * **Process quote form** - the form partners submit to send a quote for processing; it receives
      the deal and quote context so your team can act on it. Leave it as None for pure self-serve.
    * **Who can process quotes** - the segments allowed to process and publish quotes once a form is
      set, so only authorized reviewers can push a quote live.
  </Step>

  <Step title="Save and publish">
    Save the embed configuration, then publish the experience so the quoting setup goes live for
    partners.
  </Step>
</Steps>

## Verify it worked

Open the deal as a partner in an allowed segment and confirm the guided quote builder is available:
they can add line items, create a quote on your template with the locked title, and see the signing,
payment, and expiration behavior you configured. If you required approval, confirm the partner can
only submit a draft and that an authorized reviewer is the one who publishes it. The published quote
appears on the deal as a native HubSpot object.

## Related

<CardGroup cols={2}>
  <Card title="Govern product visibility" icon="eye" href="/features/cpq/product-catalog/guides/govern-product-visibility">
    Control which products partners can add to a quote.
  </Card>

  <Card title="Reward partner tiers with discounts" icon="layer-group" href="/features/cpq/discounts/guides/set-tier-based-discounts">
    Apply governed pricing to quoted products.
  </Card>

  <Card title="Implementation reference" icon="screwdriver-wrench" href="../technical">
    Full quoting configuration options.
  </Card>
</CardGroup>