Add signed quotation to Deal page

Smart CRM & Sales Hub Sales Hub Tools
1

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?

2

Greetings @TheoAndela,

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

Create a Custom Property

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

Then you can add the signed quotation link there manually.

Manual Method

  1. After a quote is signed, open the quote.
  2. Copy the public link (URL).
  3. 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)

  1. Go to Automation → Workflows → Create workflow
  2. Choose Quote-based workflow
  3. Trigger: Quote status = Signed
  4. 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:

  1. Go to your Deal → click Create quote (from the right sidebar).
    The quote will automatically be tied to that deal.
  2. Once the quote is signed electronically, it remains visible in the Quotes card section of the Deal record.
  3. 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.

3

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.