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QuoteWerks Help
Version 24 (Build 2.04) 
April 17, 2024

Important:   Please note the Professional or Corporate Edition of QuoteWerks is required to integrate with HubSpot CRM.

The combination of QuoteWerks and HubSpot CRM makes it easier to provide estimates and proposals to prospective customers, combine sales quotes with business development opportunities in the pipeline, and gain visibility into revenue streams from products and services.


For more information on the HubSpot CRM integration, please see:

Setting Up the HubSpot CRM Integration

Using the HubSpot CRM Integration


Features available in HubSpot CRM Integration:

QuoteWerks leverages your HubSpot CRM Contacts

Automatically creates and updates HubSpot CRM Deals

Create line items in HubSpot CRM Deals from QuoteWerks

When quotes are Won in QuoteWerks, the HubSpot CRM Deal is also updated as Won

Use your existing HubSpot CRM Products and Services in QuoteWerks

Attach PDFs to HubSpot CRM so people in your organization without QuoteWerks can view quotes

Electronically deliver quotes and proposals to your customers in HubSpot CRM