🔗 HubSpot KB Bridge: Set up legacy quotes
💡 Core Capability
Use legacy quotes to share pricing with buyers, collect signatures, and receive payments. Before creating legacy quotes, set your logo, colors, default payment settings, default expiration dates, approvals, e-signature configurations, and templates.
🛠️ Key Operations & Headings Outline
- Before you get started
- Set up legacy quotes
- Configure logos and branding
- Set default payment options
- Connect your domain to HubSpot
- Allow payment of unsigned legacy quotes
- Display total contract value on legacy quotes
- Set a default email address to send legacy quotes from (BETA)
- Set a default expiration period for legacy quotes
- Default quote value
- Delete quotes on contact deletion
- Configure approvals for legacy quotes
📋 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