Sending a quote through HubSpot

Once you have added your line items to the deal and generated a Quote URL Copy the Quote URL from the left side of the deal page:

Then on the right-hand side of the page, go to Line Items and click 'Edit'.

Once you have done this, click on 'Create Quote' in the top right corner of the page. You will then be brought to a page which will display the preview of the quote on the right, and some information points on the left. Where you will need to make changes is ONLY the Quote Template and the Comments to Buyer box.

The Quote Template is as discussed, KeyWaste for waste only, KeyGreen for everything else.

In the Comments to Buyer box type #comments and you will then see a small box appear that will read Comments to buyer snip - click on that. You will then see wring in the box as shown below. 

You now need to highlight the word 'here' and click the chain link on bottom:

When you click on the chain link you will then see the box in the picture below. You need to paste the URL that was copied (Step 1), then click apply. After this has been done click Next on the bottom right page.

Then continue to click next until you get to the page to add the signature request as seen below:

Then click Use e-signature and select the contact you need to sign the quote.

Then click next again and then Publish Quote. After clicking Publish Quote you will see the below, click on Write Email With Quote.

You will then be brought back to the main deal page with an email open ready to be written. Write your email and send to the customer.