HubSpot workflow
Quote Template
Send a priced quote without rebuilding it for every deal. Portant fills the contact, company, line items and totals from HubSpot into a Google Doc and dates the quote at run time.
~5 min setup Β· Used by 100+ teams
Trusted by 40,000+ teams
Overview
Generate a priced quote from a HubSpot deal
The price a customer is about to see already exists in HubSpot, on the deal's line items. The quote still gets rebuilt by hand: the contact copied in, each product retyped, the discount worked out on a calculator and a validity date picked from memory.
This template takes that job away. Data merge fills a Google Doc with the contact, company and street address, then the deal's line items (name, description, unit price, quantity, discount and net price) and three totals: price before discount, total discount and total net. The quote is dated at run time and its valid-until date comes from the deal's close date.
It suits teams that send a straightforward quote before anything is signed, with no tax line to localize and a payment section they fill in once. If the quote needs signature blocks or country-specific tax wording, the regional Sales Quote variants cover that, and the whole family ladders up to quotes.
Who is this for
Is this template right for you?
Sales reps and RevOps teams who generate quotes from CRM deals.
-
A quote out while the buyer is still engaged. The document is generated from the deal the moment pricing is agreed, so the quote reaches the customer while the conversation is still warm instead of after an afternoon of formatting.
-
Prices and discounts match the deal. Every product, unit price, quantity and discount comes from the deal's line items, and the totals are formulas over them, so the quote the customer sees cannot disagree with the one in HubSpot.
-
A clean layout you own. The quote lives in a Google Doc your team can restyle and brand, with a line item table, a clear totals block and a payment section, so you keep the editor your team already uses.
Setup
How to set up the quote workflow
-
01
Step 1: Connect HubSpot and Google Docs
Open Portant, install the HubSpot app from the Marketplace, and connect the Google Drive account that will hold the quote template and the generated documents.
-
02
Step 2: Replace the sample text once
The company name and location in the header and the address block at the bottom are sample text, so replace them with your own. The payment information area is a placeholder to fill in, and the 'quote valid for 30 days' note is fixed text, so edit it if your validity differs. Prices carry a dollar sign in the template, so change the symbol if you quote in another currency.
-
03
Step 3: Check the deal mapping
The contact, company and line item tags are already mapped to the HubSpot deal. The quote number is a placeholder rather than a merge field, so replace it with your own numbering or map it to a deal property, and confirm the property names match your portal.
-
04
Step 4: Set the trigger and filing
Choose the deal stage or app card button that starts the run, and tell output management where to file the finished quote.
Frequently asked questions
A quote is a priced offer for goods or services that a seller sends before the customer commits. It lists what is being sold, the quantities, the prices and how long those prices stay valid. This template generates one from a HubSpot deal in about a minute.
The prepared-for block uses the contact's first and last name, email, phone and street address, plus the company name. The table uses each line item's name, description, unit price, quantity, unit discount and net price, and the totals use the line items' pre-discount amount and discount. The valid-until date uses the deal's close date, and the quote date comes from the run timestamp.
No. The totals show the price before discount, the total discount and the total net, with no tax row. If you charge tax, add a row to the Google Doc and map it to the line items' tax amount, or use one of the regional Sales Quote variants, which already carry a tax line.
The valid-until date merges from the deal's close date, so it moves when the deal does. The template also has a separate 'quote valid for' block that reads 30 days as fixed text, so keep the two consistent or edit the block to suit.
No. This version is a priced quote with no signature blocks. If you want the customer to sign, the Sales Quote variants for Australia, Canada, the UK and the US include signature blocks for both parties.
Yes. Sales Quote (AU), Sales Quote (CA), Sales Quote (GB) and Sales Quote (US) carry the local tax wording, registration number, date format and bank details for each country, along with terms and signature blocks. This generic template suits quotes where none of that is needed.
Related templates
HubSpot Quote Workflow
Pull every HubSpot deal line item into a branded quote in Google Docs, then route it for approval and signature without leaving the CRM. Portant Line items, Data merge, and eSignatures handle the table, the fields, and the signing.
View template
HubSpot Personalised Proposal
Build HubSpot proposal decks in Google Slides that merge company, contact, and deal fields straight from CRM. Portant's data merge fills the executive summary, pricing, and next steps so reps send a personalised pitch in minutes.
View template
Sales Quotes
Send sales quotes from your Google Sheet to a branded Google Doc without retyping a single line. Portant's data merge pulls customer details and line items into the quote, ready for eSignature.
View templateJoin over 40k+ teams using Portant
Portant has been a game-changer for Clipboard! It's saved our sales team countless hours every week by generating order forms, proposals and contracts with info from HubSpot automatically filled in.
With Portant, I run documents directly from HubSpot. No jumping between platforms. No copying data.
Portant replaced three separate tools for us. One platform handles docs, signatures, and follow-ups without leaving HubSpot.
Hundreds of contracts go out in a few clicks. The signed ones come back in, and the rest are easy to spot.
At RepCard, Portant gave us an end-to-end automated workflow inside HubSpot, we replaced manual agreement creation at scale.
We're seeing higher average closed revenue with Portant and faster days to close, it's showing us a material impact on sales velocity.
Love this product. Have been using it for over a year and the integration to Google Workspace is awesome. Lots of credit for listening to your users!
When the executive team asks for an extension document, Portant gets it to them in about an hour, it's empowered my whole team.
Truly a gamechanger! Portant streamlines these tasks and allows me to focus on the things that require my attention and problem-solving!
This software brilliantly takes over the tedious process of creating and sending invoices. This not only saves time but massively reduces errors of data entry.
This product is a gamechanger for all of those painful manual document merges. Love what you and the team have built!
Our reps used to spend 30 minutes per proposal. Now itβs under two minutes and the documents look better than ever.