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Open in Introw: Experiences

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How it works

Partner quoting is configured on a deal embed in a portal experience. When you add a CRM entity list for deals, its Quotes & Line Items settings control whether partners can see and edit line items, create quotes, and publish them. With creation enabled, partners get a guided quote builder on the deal: their info, the end user, line items, and a signature or contacts step, then review. Quotes and line items are written as native HubSpot objects associated to the deal. Quote creation and line-item editing require the Product Hub module and a HubSpot connection. You can choose a quote template, lock the title to a template, require e-signatures, collect payment, and gate publishing behind approval.

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Prerequisites

  • The Product Hub module enabled on your plan.
  • A connected HubSpot account with quote write access.
  • A portal experience with a deal collaboration embed.

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Settings & configuration

Quoting is configured in the deal embed’s Quotes & Line Items settings, reached from Experiences.

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Visibility

Use Show line items and Show quotes to control what partners see on the deal.

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Creation

With Product Hub and HubSpot connected, enable Allow line item editing, Allow quote creation, and Allow quote publishing. Turning publishing off holds quotes for manual approval.

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Audience

Use Who can create quotes to limit quoting to specific partner segments.

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Template and title

Choose a quote template, then optionally Lock quote title and set a title template so every quote follows the same naming.

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E-signatures

Enable Require e-signatures so a quote must be signed before it can be accepted.

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Payment collection

Enable payment collection, choose a processor (HubSpot Payments or Stripe), and set accepted methods such as card or ACH.

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Approval workflow

Configure a Process quote form and Who can process quotes to route quotes through review before they go out.

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Setup walkthrough

1

Open the experience

Go to Experiences and open the portal experience.
2

Open the deal embed

Select the deal collaboration embed and its Quotes & Line Items settings.
3

Enable creation

Turn on line-item editing and quote creation.
4

Set template, signing, payment

Configure the template, e-signatures, and payment as needed.
5

Decide on approval

Leave publishing on for self-serve, or off to require approval.

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How-to guides

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.

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Limits & gotchas

Quote and line-item creation is HubSpot only. On Salesforce, line items can be viewed but quotes cannot be created in Introw. Quote creation requires the Product Hub module and HubSpot quote write access; without it, partners can view but not build. CPQ quotes require at least one contact or signer.

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Troubleshooting

  • Partners cannot create quotes - the Product Hub module is off, or HubSpot quote write access is missing.
  • The quotes section is hidden - the deal is on Salesforce, where quote creation is not available.
  • A quote will not publish - publishing is disabled for approval, or the quote is missing a required contact.