Quotes & Line Items

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.

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The problem it solves

Quoting through partners is usually slow, error-prone, and disconnected from the CRM:

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Impact

A partner who can quote your product without asking you is a partner who can close this week. That is often the whole reason they picked you over the vendor whose deal desk owns the price.

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See it work

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How it works

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. 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.

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Going deeper

Works with