By connecting QuoteOnSite to your HubSpot account, you can liberate your sales team to create detailed and professional quote and proposal documents on the move.
You can easily import HubSpot contact information to use in your Quote and Proposal documents.
Simply search for contacts in from the Import Tab when creating your document and select the appropriate contact putting an end to client data double entry.
Creating a quote for a new contact? QuoteOnSite will create the contact in HubSpot and associate a new Deal too! Seamless.
When a new Quote is created, a new deal is also created in HubSpot.
Deal information is also updated when you or your client marks a document as Accepted/Declined, so you can keep your deal information accurate without having to lift a finger.