🔗 HubSpot KB Bridge: Set up quotes
💡 Core Capability
Permissions required Super Admin permissions are required to set up quotes.
🛠️ Key Operations & Headings Outline
- Before you configure quote settings
- Configure logo and branding
- Set default payment options
- Connect your domain to HubSpot
- Configure quote settings
- Turn on legacy quote creation
- Set the activity threshold for tracked recipient activity
- Set a default quote sender email address
- Set passwords on quotes
- Set a default expiration period
- Set the default quote value
- Set quotes to delete on contact deletion
📋 Subscription Availability
- Revenue Hub Professional, Enterprise
🔗 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