🔗 HubSpot KB Bridge: Manage legacy quotes
💡 Core Capability
Use legacy quotes to create and share quotes directly from HubSpot. Add line items to configure your products and services being sold, get acceptance through written signature or e-signature, and collect payments using HubSpot payments or Stripe as a payment processing option.
🛠️ Key Operations & Headings Outline
- Before you get started
- Manage quotes
- Manage draft legacy quotes
- Manage published legacy quotes
- Request changes or approve a legacy quote
- Review the signature status of a legacy quote
- E-sign legacy quotes
- Associate quotes with custom objects
- Export legacy quotes
- Export quotes to CSV
- Export published quotes
- Related content
📋 Subscription Availability
- All products and plans
🔗 WayCup Operations & Workspace Context
- Active Projects & Client Notes:
- WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.
TIP
Need Step-by-Step UI Verification? Read the live, verbatim HubSpot article here: View Live Manual on HubSpot