Custom Quotes and Contracts

skblase
Participant

This may have already been answered however we are new to HubSpot Sales CRM.   I am looking for a way to upload our quotes and contracts into HubSpot.  Is this possible or do we need to use the quote tool in Hubspot?

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jennysowyrda
Community Manager

Hi @skblase,

 

You cannot upload custom quotes into the quotes tool. Depending on your subscription level if you have the file manager tool, you could upload files into the file manager, but they wouldn't be noted in the quotes area. 

 

Thank you,
Jenny

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