# Create Quote without Deal

**URL:** <https://community.hubspot.com/t/create-quote-without-deal/96746>\
**Category:** Sales Hub Tools\
**Tags:** object\
**Created:** [December 26, 2023, 7:49pm UTC](https://community.hubspot.com/t/create-quote-without-deal/96746 "2023-12-26T19:49:15Z")\
**Posts on this page:** 7\
**Page:** 1

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**Author:** ![ALieber](https://avatars.discourse-cdn.com/v4/letter/a/258eb7/32.png) [@ALieber](https://community.hubspot.com/u/ALieber)\
**Post date:** [December 26, 2023, 7:49pm UTC](https://community.hubspot.com/t/create-quote-without-deal/96746/1 "2023-12-26T19:49:15Z")

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Hi All!

How can I create a Quote without creating a Deal?

Are there settings or customizing I can do?

Thanks bunches!!!

Angela

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**Author:** ![elizheleva](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/elizheleva/32/51055_2.png) [@elizheleva](https://community.hubspot.com/u/elizheleva)\
**Post date:** [December 26, 2023, 9:24pm UTC](https://community.hubspot.com/t/create-quote-without-deal/96746/2 "2023-12-26T21:24:01Z")

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Hi, Angela,

There’s no way to create a Quote without a Deal. Could you please elaborate on what the use case for that might be, as that might prompt some ideas?

Thanks,

Eli

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**Author:** ![ALieber](https://avatars.discourse-cdn.com/v4/letter/a/258eb7/32.png) [@ALieber](https://community.hubspot.com/u/ALieber)\
**Post date:** [December 26, 2023, 9:59pm UTC](https://community.hubspot.com/t/create-quote-without-deal/96746/3 "2023-12-26T21:59:10Z")

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I have an existing customer/contact wanting to order some hardware. I am not in sales and my transactions are not tracked or relevant to any pipeline, so I want to just create a quick Quote without creating a Deal. When I go to create the Quote I can not get past this:  
[cid:484acbe6-136a-43cc-a1f3-eb56840e5268]  
Is there a way I can bypass or add “Not Required” to the drop down menu?

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**Author:** ![elizheleva](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/elizheleva/32/51055_2.png) [@elizheleva](https://community.hubspot.com/u/elizheleva)\
**Post date:** [December 26, 2023, 10:01pm UTC](https://community.hubspot.com/t/create-quote-without-deal/96746/4 "2023-12-26T22:01:31Z")

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Hi, Angela,

Thank you for the prompt response.

Can you please re-upload the photo as this one didn’t come up?

What comes to mind straight away is for you to create a dummy deal that will be clearly indocated as being a dummy one, i.e. it won’t be tracked in reports, etc. however, it will give you the option to create a quote against that deal.

Do you think that could help?

Thanks,  
Eli

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**Author:** ![james-portant](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/james-portant/32/104419_2.png) [@james-portant](https://community.hubspot.com/u/james-portant)\
**Post date:** [February 6, 2024, 5:29am UTC](https://community.hubspot.com/t/create-quote-without-deal/96746/5 "2024-02-06T05:29:09Z")

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Hey @ALieber  
How’s it going?  
We have an quote automation app for HubSpot called [Portant](https://www.google.com/search?q=hubSpot+and+portant&oq=hubSpot+and+portant&gs_lcrp=EgZjaHJvbWUyBggAEEUYOTIGCAEQRRg8MgYIAhBFGD3SAQg1NjAyajBqOagCALACAA&sourceid=chrome&ie=UTF-8& __hstc=20629287.d78db78cf5480631c8f08970bf6015de.1705550099234.1707189338212.1707196092701.28&__ hssc=20629287.14.1707196092701&__hsfp=2868602416#:~:text=Portant%20%7C%20Google%20Docs,sales%2Denablement%20%E2%80%BA%20p...). It can automate quotes from Contacts without needing a Deal in the following way:

1. User can click a button in the HubSpot contact page and generate the quote, this quote can prefill some basic info from the contact.
2. [Optional] Then the HubSpot user can add their customisation to the quote. e.g. open the quote from HubSpot and enter the order details.
3. Then the quote can be converted to a PDF and optionally automatically sent to the customer.

Does that sound helpful?

We have some docs to help you get started: [HubSpot | Portant Docs](https://docs.portant.co/portant-docs/sources/hubspot) but if you need any additional help, please feel free to email me [james@portant.co](mailto:james@portant.co)and we can set up a call.  
Cheers,  
James - CEO @ [Portant  
 ](http://www.portant.co/)  
**Portant App for HubSpot:** [https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/portant-hubspot-google-docs-in…](https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/portant-hubspot-google-docs-integration)

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**Author:** ![SkeeStylus](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/skeestylus/32/83666_2.png) [@SkeeStylus](https://community.hubspot.com/u/SkeeStylus)\
**Post date:** [March 26, 2025, 6:39pm UTC](https://community.hubspot.com/t/create-quote-without-deal/96746/6 "2025-03-26T18:39:54Z")

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Great News @ALieber you can now [create Quotes from Contact & Company](https://knowledge.hubspot.com/quotes/use-quotes#:~:text=Create%20a%20quote%20from%20a%20contact%2C%20company%2C%20or%20deal%20record) record pages expanding beyond deals. This is Live now for all hubs and tiers.

### **What is it?**

Quotes were previously only available on deal record pages. Now, you can view and create quotes directly from Contact and Company record pages as well.

### **Why does it matter?**

You can now view & create quotes from Contact and Company record pages, making it easier and faster to view your quote data all in one place.

### **How does it work?**

From the Contact or Company record page, you will now see quotes in the right-hand sidebar. From there, you can click “add” and the quote editor will launch with the first step of selecting a deal. The quote will auto-fill the contact and company associated with the selected deal and will only show up on the contact and company record that is associated to the published quote.

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**Author:** ![Zayne](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/zayne/32/85729_2.png) [@Zayne](https://community.hubspot.com/u/Zayne)\
**Post date:** [June 24, 2025, 2:38pm UTC](https://community.hubspot.com/t/create-quote-without-deal/96746/7 "2025-06-24T14:38:11Z")

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This should not be marked as the accepted solution. There is STILL no way to create a quote without a deal. Yes, you can associate the quote with a company or a contact, but it MUST be associated with a deal in order for it to be publishable and therefore viewable by the customer.
