Optimize your sales workflow with the QuoteCloud HubSpot integration
Generate, send, electronically sign, and monitor your top sales documents directly within HubSpot CRM using the seamless QuoteCloud HubSpot integration.
No credit card required
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Enhance your business capabilities with the QuoteCloud and HubSpot integration
Boost the effectiveness of HubSpot CRM by integrating document generation and eSignature features through the seamless QuoteCloud integration.
Effortlessly finalize any sales document within QuoteCloud directly in HubSpot
Utilize the QuoteCloud HubSpot integration to create and modify documents from deal, contact, or company records. Begin with a template, import an existing document, or craft your proposal from the ground up. Easily monitor all documents created or sent from that record directly within HubSpot.
Boost efficiency with QuoteCloud's templates and content library, saving valuable time while maintaining brand consistency
Keep track of template usage to enhance your document workflow continuously. Prevent errors by locking content blocks from edits. Store essential assets such as case studies, testimonials, videos, and images, enabling the sales team to effortlessly incorporate them into their proposals, quotes, and contracts using a simple drag-and-drop interface.
Incorporate essential data seamlessly into your documents using QuoteCloud
Automatically populate new documents with deal data, including company and prospect contact details. Both standard and custom HubSpot fields' content is added automatically. The recipient list for documents is also auto-filled from the deal record. Simply give it a final review, and your personalized proposal is ready to be sent out.
Facilitate easy contract signing with QuoteCloud
With QuoteCloud, you don't need to juggle multiple tools. All QuoteCloud plans offer legally-binding electronic signatures. Seamlessly send contracts and agreements for eSignature directly from HubSpot. Prospects can conveniently view and sign documents through the app on any device or even in-person.
Monitor document progress closely with QuoteCloud
Stay informed with real-time updates on document status delivered to your email inbox, QuoteCloud Dashboard, HubSpot Sales records (deal, contact, or company records), or the HubSpot activity timeline. Gain valuable insights into viewer engagement, including who viewed specific pages and for how long, using our document analytics feature.
Automatically populate quotes with HubSpot products using QuoteCloud
When generating a new QuoteCloud quote, all products from your HubSpot deal can populate in your in the editable pricing table, complete with pricing, quantity, and other details. Review, make any necessary adjustments, and your quote is ready to be sent.
Quickly begin using the QuoteCloud integration with HubSpot without any coding
Our integration is seamlessly integrated into our cloud application via Zapier, making it fast and simple to set up. Once enabled, you can effortlessly add or create templates, adjust your data merge settings, and start generating documents. Enjoy creating and managing your documents directly from the familiar HubSpot interface.
How to setup QuoteCloud for Google Sheets via Zapier integration?
Step 1
Set up a Zap: Log in to your Zapier account and click on the "Make a Zap" button. Choose QuoteCloud as the trigger app and select the desired trigger event, such as "New Document Created." Then, click "Continue."
Step 2
Connect your QuoteCloud account: Follow the prompts to connect your QuoteCloud account to Zapier. You may need to enter your QuoteCloud API key or authorize Zapier to access your QuoteCloud account.
Step 3
Configure the action: After connecting QuoteCloud, choose HubSpot as the action app. Select the action you want to perform in HubSpot, such as "Create Contact" or "Create Deal." Follow the prompts to connect your HubSpot account and map the fields from QuoteCloud to HubSpot. Once you've configured the action, click "Continue" to test your Zap and turn it on
Frequently Asked Questions
What does the QuoteCloud HubSpot integration do?
The QuoteCloud HubSpot integration lets you generate, send, electronically sign, and monitor quotes, proposals and contracts directly inside HubSpot CRM. It combines QuoteCloud’s document generation and eSignature features with HubSpot records so sales teams can finalize sales documents without switching tools.
How do I create and send a proposal or quote from a HubSpot record?
From any deal, contact, or company record you can start a document using a QuoteCloud template, import an existing file, or build a new proposal from scratch. HubSpot data is automatically populated, the recipient list is filled from the record, you review the document, then send it for signature — all within HubSpot using QuoteCloud’s quote software and proposal software features.
Will my HubSpot custom fields and contact data appear in QuoteCloud documents?
Yes. The integration pulls both standard and custom HubSpot properties into your documents so client, company and deal details populate automatically. This eliminates manual entry, reduces errors, and speeds up delivery of sales proposals and quotes.
How do QuoteCloud templates and the content library help my sales team?
QuoteCloud’s template and content library saves time and preserves brand consistency. Sales teams can reuse branded templates, lock content blocks to prevent accidental edits, and drag-and-drop assets like case studies, testimonials, videos and images into proposals or quotes. Template usage can be tracked to continuously improve your document workflow.
Does QuoteCloud provide legally binding electronic signatures inside HubSpot?
Yes. Every QuoteCloud plan includes legally binding eSignatures, so you can send contracts and agreements from HubSpot and capture signatures without juggling multiple tools. Signed documents and audit trails remain visible in the associated HubSpot record.
How can I monitor the status of documents created with the integration?
Documents created or sent via QuoteCloud are visible directly on the relevant HubSpot deal, contact, or company record. You can monitor document status (sent, viewed, signed, etc.) from within HubSpot to keep your pipeline and follow-ups up to date.
Which use cases and industries benefit most from this integration?
Teams that issue proposals, quotes, contracts or statements of work benefit strongly — examples include SaaS, professional services, construction, manufacturing, finance and healthcare. Whether you need sales quoting software or sales proposal software, the integration streamlines document creation, approval and signature workflows for many industries.
How do I get started with the QuoteCloud HubSpot integration and is there a trial?
Getting started is quick: request a demo or begin a free 14-day trial (no credit card required) to evaluate QuoteCloud’s HubSpot integration. From there you can connect QuoteCloud to your HubSpot account, choose templates, and start generating proposals and quotes right away.
Ready to try QuoteCloud?
Start your free trial here, or learn more about QuoteCloud with a personalised tour.
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Sales Quotes + Sales Proposals + Contracts
QuoteCloud is made by sales people for sales people
Disclaimer: Parties other than QuoteCloud may offer products, services, recommendations, or opinions on QuoteCloud's platform ("Third Party Materials"). QuoteCloud does not undertake the examination or evaluation of such Third Party Materials and does not provide any warranties concerning them. Links to Third Party Materials are provided for convenience and do not imply an endorsement by QuoteCloud.