Add signed quotation to Deal page

TheoAndela — Mon, 27 Oct 2025 12:39:04 GMT

I created a Deal and then drew up and sent a quotation. The quotation is accepted by electronic signature. Now I want the accepted quotation to be displayed on the Deal page. It would be useful if a link were added there that goes directly to the signed quotation. How can I set this up?

Re: Add signed quotation to Deal page

DilshadShaikh — Mon, 27 Oct 2025 13:01:43 GMT

Greetings @TheoAndela,

You can do that by simply creating a new custom property for that. For example "Signed Quote Link".

Create a Custom Property

Go to Settings → Properties → Create Property
Object: Deal
Label: e.g., “Signed Quote Link”
Field type: Single-line text (for the URL)

Then you can add the signed quotation link there manually.

Manual Method

After a quote is signed, open the quote.
Copy the public link (URL).
Paste it manually into a custom field (“Signed Quote Link”) on the Deal record, that you've created.

If you want to automate this you can follow the below steps:

Set up a Workflow (Sales Hub Pro/Ent)

Go to Automation → Workflows → Create workflow
Choose Quote-based workflow
Trigger: Quote status = Signed
Action:
1. Copy property value (Quote → “Quote public URL”)
2. To: Deal → “Signed Quote Link”

You can also use hubspot built in quote association.

When you create a quote directly from a deal, HubSpot automatically associates that quote with the deal.

Follow the steps below:

Go to your Deal → click Create quote (from the right sidebar).
The quote will automatically be tied to that deal.
Once the quote is signed electronically, it remains visible in the Quotes card section of the Deal record.
In that Quotes card, you’ll see:
- Quote name
- Status (e.g., “Signed”)
- Link to view or download the signed quote.

If you don’t see the “Quotes” section:

Go to Deal record > View all associations > Quotes
Or customize the Deal layout (Settings → Objects → Deals → Record customization → Add “Quotes” section).

Hope it helps. Happy hubspotting.

Thanks & Regards.

Re: Add signed quotation to Deal page

TheoAndela — Mon, 27 Oct 2025 15:48:49 GMT

Thanks!!

Sorry but it has to do with Tickets. Once a quotation has been signed, we automatically create a ticket for onboarding. On the ticket page, we also want to see the signed quotation with a link to that quotation.

topic Re: Add signed quotation to Deal page in Sales Hub Tools

Add signed quotation to Deal page

Re: Add signed quotation to Deal page

Re: Add signed quotation to Deal page