Improvements on Quote

HubSpot Ideas

Status: Idea Submitted

1

1) Quote / Proposal Generation Functionality — The Basics

HubSpot

- Allows you to generate quotes and budgets directly within the CRM.
- Supports products/items and electronic signatures.
- Allows receiving payments directly from quotes.
- Includes a visual editor for quote templates.
- Quote functionality depends on plans such as Commerce Hub and has limitations for advanced pricing logic and complex rules.

Other CRM

- More customizable and fully integrated quote and proposal generator within the CRM.
- Combines CRM, CPQ, and proposal automation in a single platform.
- Advanced pricing with formulas, ERP integration, taxes, currency conversion, and automatic margin calculation.
- Conditional smart fields that appear or hide based on defined rules.
- Quote opening notifications.
- Built-in approval rules and approval levels, such as discount limits or special conditions.
- Full version control, history, and status tracking for each document.

2) Pricing Rules and Logic

HubSpot

- Best suited for simple quote scenarios with fixed pricing or basic price tables.
- No native support for complex product configuration rules or advanced pricing logic.
- Limitations for highly customized product configurations.

Other CRM — Exclusive Advantages

- Advanced pricing with automatic calculations (taxes, margins, currency conversion).
- Real-time pricing using ERP systems or APIs.
- Smart fields with conditional logic not available natively in HubSpot quotes.
- Greater control over discounts and commercial rules.

3) Customization and Dynamic Documents

HubSpot

- Basic template customization with branding and styling.
- Limited support for dynamic fields and conditional logic.

Other CRM — Exclusive Advantages

- Highly customizable templates for quotes, proposals, and contracts.
- Conditional fields displayed only when relevant.
- Native support for attachments, comments, and version history.
- Ability to generate contracts, sales orders, and service orders.

4) Sales Process Visibility and Control

HubSpot

- Centralized CRM activities and quote status tracking.
- Limited analytics on quote performance and engagement.

Other CRM — Exclusive Advantages

- Quote opening tracking.
- Full document history linked to the sales pipeline.
- Reports and dashboards focused on proposal performance.

Feature Comparison

Feature Other CRM HubSpot
Advanced pricing with logic and formulas Yes No
Conditional / smart fields Yes No
Quote open notifications Yes No
Approval rules and discount limits Yes Limited
Version control and quote history Yes Limited
Document automation Yes No
Native ERP integration Yes Partial
2

Hi Augusto, for the proposals, contracts, sales orders and service orders on your list, our app DocuGen generates each one from your own Word template, right from the HubSpot record. HubSpot Quotes creates the quote from a deal near the end of the sales process, and DocuGen covers any other document around it, from the proposal before the quote to the service order after the sale. For pricing math, upload your Excel template: the values come from the deal and its line items, and your own formulas work out margins and totals. Every file saves to the record’s attachments.

Have a look at our HubSpot marketplace listing.

P.S. The free plan covers up to 400 documents a month with no watermark, and users are unlimited, so your whole sales team can use it at no cost.