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:
Features available in HubSpot CRM Integration:
•When quotes are Won in QuoteWerks, the HubSpot CRM Deal is also updated as Won
•Attach PDFs to HubSpot CRM so people in your organization without QuoteWerks can view quotes