1. Set the framework

From the Deal in Hubspot, navigate to Quotes on the right hand index, click +Add

2. Details

Quote template: Custom Quote MWF

Quote name: [company name] - proposal

Expiration date: 15 days is the default, feel free to adjust as needed

Compass_Furnished_Rentals_-_New_Deal.png

DO NOT USE:

Quote language, locale, comments to buyer, purchase terms

Click save and next

Compass_Furnished_Rentals_-_New_Deal.png

3. Buyer info

This information is pulled over from the contact and company associated to the Deal.

If you need to add additional recipients, click + add another contact

Click save and next

4. Your info

This pulls your information.

5. Line Items