> ## 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

> Configure quote and line-item creation on deal embeds, with templates, e-signatures, payment, and approval in Introw.

**Open in Introw:** [Experiences](https://app.introw.io/experiences)

## 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.

```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 and line items"]
  quote --> deal["Associated to the CRM deal"]
```

## 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.

## Settings & configuration

Quoting is configured in the deal embed's Quotes & Line Items settings, reached from
[Experiences](https://app.introw.io/experiences).

### Visibility

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

### 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.

### Audience

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

### Template and title

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

### E-signatures

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

### Payment collection

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

### Approval workflow

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

## Setup walkthrough

<Steps>
  <Step title="Open the experience">
    Go to [Experiences](https://app.introw.io/experiences) and open the portal experience.
  </Step>

  <Step title="Open the deal embed">
    Select the deal collaboration embed and its Quotes & Line Items settings.
  </Step>

  <Step title="Enable creation">
    Turn on line-item editing and quote creation.
  </Step>

  <Step title="Set template, signing, payment">
    Configure the template, e-signatures, and payment as needed.
  </Step>

  <Step title="Decide on approval">
    Leave publishing on for self-serve, or off to require approval.
  </Step>
</Steps>

## How-to guides

<CardGroup cols={2}>
  <Card title="Let partners build and send quotes on a deal" icon="book-open" href="/features/cpq/quotes/guides/enable-partner-quoting">
    Enable partner quoting end to end: line items and quotes, who can create them, templates, e-signatures, payment, expiration, and approval.
  </Card>
</CardGroup>

## Limits & gotchas

<Warning>
  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.
</Warning>

## 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.