I have a client wanting to use HubSpot Quotes for contracts, but the main contracts would actually be with vendors for procurement of products rather than selling products to customers. Has anyone on here ever used HubSpot Quotes and Deals for that purpose and if so, how did you set it up?
Hey @katherineladue - thanks for posting in the Community!
I’d like to tag in some quote experts here to see if they have any insight on best practices! @ChristinaKay, @HubDoPete, and @ScottPennwood - any thoughts here?
Shane, Senior Community Moderator
@katherineladue - I’m interested by this. That’s an interesting use case for HubSpot Quotes.
Could you share a bit more? Would love to see if I can help.
Best wishes,
Tom Gray,
VP of Marketing
Portant
The easiest way to automate quotes,
contracts and propsals in HubSpot.
I’m buildling something very similar out at the moment. I’ve got a slew of Property Sync fields to pull from specific association labels on a Deal, which then are pulled on the Quote Template. Both the Customer and Vendor are associated with the Deal, alongside their Contacts with the proper Association Labels. This allows for everyone’s details to show up accordingly on the Quote, and support reporting needs.
The max Custom Calc Property limit can be an issue if you don’t have enterprise, but otherwise it seems to do the trick