Case Study: Custom HubSpot Quotes with Essential Fields

Introduction

HubSpot's quoting tool enables businesses to generate professional, pre-configured quotes directly from deals, providing a seamless way to manage pricing and close deals. However, the standard quote template often lacks flexibility for businesses needing specific data points or custom calculations to align with their internal processes. Our solution allows for enhanced custom fields and deeper integration between deals and quotes, ensuring a more personalized and efficient quoting system

Project Overview

Our client needed a customized quoting process to meet their business requirements, as HubSpot's default quote feature didn’t offer specific fields such as start date, end date, date format, tax status, category-wise totals, or unit price totals. Additionally, they wanted a seamless connection between deals and quotes, ensuring that whenever a deal was created, a detailed quote would follow with custom fields.

Challenge

In HubSpot, the default quote feature could not include critical information like start/end dates, tax status, and advanced calculations for category-wise totals. The client also needed these quotes to automatically align with the deal details, as quotes in HubSpot typically associate with a deal name but don’t offer the required custom properties by default.

Solution

We introduced custom properties into HubSpot’s deal and quote system to accommodate the client’s specific needs. When creating a new deal, custom fields such as start date, end date, and tax status were added. This ensured that whenever a quote was generated, it automatically pulled these custom fields from the associated deal. We also customized the quotes to include category-wise totals and unit price totals, providing a more detailed breakdown of each line item. we customized the line items in quotes to include more detailed breakdowns, making it easier to differentiate between various products or services. 

Outcome

The customized solution allowed the client to create detailed quotes effortlessly, with all required fields automatically populated based on deal information. This not only saved time but also enhanced the accuracy and transparency of their quoting process, making it easier for their team to manage and track.

Conclusion

By integrating custom properties and automating the connection between deals and quotes, we provided a tailored solution that significantly improved the client’s sales process. This project exemplifies our commitment to helping businesses get the most out of HubSpot's tools by tailoring them to meet specific operational needs.

At Amwhiz, a HubSpot Platinum Partner based in Chennai, we specialize in delivering tailored HubSpot solutions like this one. If you're looking to enhance your HubSpot experience with custom functionalities, feel free to reach out to us. We’re here to help you get the most out of your HubSpot tools.