To really get a handle on HubSpot quotes pricing, you need to understand how HubSpot’s overall pricing works and where the quoting tool fits in. It’s not just a standalone feature you can buy. it’s deeply tied into their Sales Hub and CRM ecosystem. Many businesses, big and small, use HubSpot’s CRM to keep everything organized, and the quotes tool is a super helpful part of that, especially for sales teams trying to seal the deal. This guide will walk you through all the ins and outs, from the free tools to the enterprise-level features, so you can figure out what’s best for your budget and business goals.

We’ll break down the different pricing tiers for HubSpot’s Sales Hub, where the magic of creating quotes primarily happens, and explain how things like “per user” and “marketing contacts” factor into your total cost. You’ll get a clear picture of the features you unlock at each level, like e-signatures, payment processing, and advanced automation. My goal here is to help you cut through the confusion and pinpoint exactly what you’ll be paying for, so you can leverage HubSpot’s quoting capabilities to boost your sales and streamline your processes without any nasty surprises.

Table of Contents

What Exactly is the HubSpot Quotes Tool?

First off, let’s talk about what the HubSpot quotes tool actually is. Imagine you’re trying to sell something, and you need to send your potential customer a professional-looking document detailing the products or services, their prices, any discounts, and the terms of the purchase. That’s exactly what the HubSpot quotes tool does! It’s a built-in feature right within your HubSpot CRM that helps sales teams create, send, and manage all their sales quotations.

The best part? It pulls customer data, product information, and pricing details directly from your CRM. This means way less manual entry, fewer errors, and a much faster process. It’s like having a smart assistant who already knows all the details and just needs you to put the finishing touches on the proposal. This helps keep everything consistent and on-brand, making your business look really professional.

Key Features of the HubSpot Quotes Tool

The HubSpot quotes tool isn’t just about listing prices. it comes packed with features designed to make your sales process smoother and faster:

Integrated Functionality: It lives right within your HubSpot CRM, so it automatically pulls customer data, product details, and pricing from your existing records. This saves a ton of time and makes sure everything is super accurate. No more hopping between different tools or copy-pasting information!
Customizable Templates: You get access to pre-designed templates that you can tweak to match your company’s branding, adding your logo, colors, and specific layouts. This ensures every quote you send out looks sharp and professional. You can even create custom templates to fit unique business needs.
E-Signatures: This is a big one! Clients can sign quotes electronically, which dramatically speeds up the approval process and cuts down on paperwork. Think of it: no printing, signing, scanning, or emailing physical documents back and forth. Just a quick digital signature and you’re good to go.
Payment Processing: You can integrate the tool with various payment processors like Stripe or HubSpot Payments to let customers make payments directly from the quote. This closes the loop efficiently, turning a signed quote into a paid invoice almost instantly.
Automated Workflows & Tracking: You can set up automated follow-ups and reminders for quotes. Plus, you get real-time notifications when a quote is viewed, signed, or paid, giving you clear visibility into your sales pipeline. This helps you stay on top of opportunities and ensures no deal falls through the cracks.
Product Library & Line Items: You can easily add products and services from your HubSpot product library, including custom line items, discounts, and taxes. This helps in accurately reflecting the offer and its associated costs.

Where Does the Quotes Tool Fit into HubSpot’s Pricing?

Now you know what the quotes tool does. The big question is: how much does it cost? The HubSpot quotes tool isn’t a separate add-on you buy. it’s generally included as a feature within HubSpot’s Sales Hub, across different paid tiers. While some basic quoting capabilities might be available in the free CRM, the robust features like e-signatures and payment collection typically come with the paid versions. Master HubSpot Quotes: Your Ultimate Guide to Streamlined Sales Proposals

HubSpot’s pricing model is split into several “Hubs” – Marketing, Sales, Service, Operations, Content, and Commerce. Each Hub has different tiers: Free, Starter, Professional, and Enterprise. The Sales Hub is where the quoting magic truly happens. Your overall HubSpot cost depends on which Hubs you use, which tier you pick, and how many “seats” users you need. For the Marketing Hub, it also depends on the number of “marketing contacts” you have.

Let’s break down the Sales Hub pricing tiers and what they mean for your quoting capabilities.

HubSpot Sales Hub: Tiers and Quoting Features

HubSpot Free CRM

Yes, there’s a free version! HubSpot’s Free CRM is a fantastic starting point for small businesses or teams just getting their feet wet. It includes a lot of core CRM functionality, like contact management, deal tracking, and pipeline management.

Quoting Features: You can actually create basic quotes with the Free CRM. You can add custom line items and generate a simple quote. However, it usually doesn’t include advanced features like e-signatures or payment processing. You’ll also likely encounter HubSpot branding on your quotes.
Cost: It’s absolutely free, forever. This is great for exploring the platform and managing basic sales processes without any financial commitment.

HubSpot Sales Hub Starter

This is usually the first paid tier people consider when they need more power than the free version. It’s designed for small teams looking to streamline their sales activities and get rid of that HubSpot branding.

Quoting Features: With the Sales Hub Starter plan, you get significant upgrades. You can remove HubSpot branding from your sales communications, including meeting links and documents. Crucially, you typically unlock e-signature functionality and the ability to collect payments directly through your quotes. You’ll also get access to more custom properties and multiple deal pipelines.
Cost: The Sales Hub Starter plan generally starts around $20 per user per month, though some sources show it as low as $15 per user per month if billed annually. Additional seats are typically the same price per month. This makes it a practical entry point for small sales teams. In the UK, it starts around £18 per month.

HubSpot Sales Hub Professional

If your sales team is growing and you need more automation and advanced reporting, the Professional tier is where you’ll look next. This is where HubSpot truly starts to supercharge your sales process. Navigating the HubSpot Solutions Partner Directory: Your Essential Guide to Finding the Perfect Growth Partner

Quoting Features: At this level, you get everything in Starter, plus sales automation capabilities like sequences and workflows. This means you can automate follow-ups for quotes, set up internal notifications, and integrate quoting more deeply into your overall sales workflows. You also gain access to quote approval workflows, which is huge for ensuring consistency and compliance, especially for larger or more complex deals. Advanced reporting and custom dashboards help you track quote performance in detail.
Cost: The Sales Hub Professional tier starts around $100 per user per month. It often requires an annual commitment and might come with a one-time onboarding fee of around $1,500. Additional seats are typically $100 per month. In the UK, it starts around £85 per month, with onboarding fees around £2,500.
Important Note: While Sales Hub pricing is generally per user, if you also use the Marketing Hub Professional, you’ll need to consider marketing contact costs, which are significant. Marketing Hub Professional includes around 2,000 marketing contacts, with additional contacts costing $250 per month for every 5,000. This can quickly impact your overall HubSpot cost.

HubSpot Sales Hub Enterprise

This tier is for large organizations with complex sales processes, deep customization needs, and high-level security and governance requirements.

Quoting Features: Enterprise includes all Professional features, plus even more advanced capabilities. This can include predictive lead scoring with AI, advanced permission controls, and sales playbooks. For quoting, this often means more sophisticated quote approval workflows and deeper customization options. You can leverage custom objects, which allows for highly tailored processes, including for quoting. Call transcription and analysis, which can be part of sales enablement, also becomes available.
Cost: Sales Hub Enterprise starts around $150 per user per month. Like Professional, it typically requires an annual commitment often paid upfront and usually has a higher one-time onboarding fee, sometimes around $3,500. Additional sales seats are usually $150 per month. For UK businesses, it can be around £135 per month with onboarding fees around £3,050.

Understanding “Per Contact” and “Per User” Pricing

This is where many people get confused with HubSpot pricing, so let’s clear it up.

Per User or “Seat” Pricing: For Sales Hub and Service Hub, you generally pay per “seat” or “user.” This means each person on your team who needs to use the advanced features of these Hubs will require a paid seat. The Free CRM, however, often allows unlimited “core users” who can access basic CRM functionalities without extra cost. When you move to Starter, Professional, or Enterprise, you start paying for those specialized seats.
Per Marketing Contact Pricing: This primarily applies to the Marketing Hub. HubSpot charges based on the number of “marketing contacts” you have. These are contacts you can send marketing emails to or target with ads. This is separate from your total CRM contacts, which can be unlimited in the free CRM. If you use Marketing Hub, you’ll get a certain number of contacts included e.g., 1,000 for Starter, 2,000 for Professional, and then you’ll pay extra for additional contacts in increments. This is a crucial cost to factor in if your business relies heavily on email marketing and you use the Marketing Hub alongside Sales Hub. For example, Marketing Hub Starter includes 1,000 contacts for $20/month, but additional 1,000 contacts cost $50/month.

Additional Costs to Consider

Beyond the core monthly or annual subscription fees, there are a few other costs you should be aware of when considering HubSpot quotes pricing:

Onboarding Fees: For Professional and Enterprise plans across any Hub including Sales Hub, HubSpot often requires a mandatory one-time onboarding fee. This fee typically covers setup assistance, training, and getting your team up and running. These can range from around $1,500 for Professional to $3,500-$7,000 for Enterprise plans. In the UK, these are around £2,500 for Sales Hub Professional and £3,050 for Sales Hub Enterprise.
Add-ons: While the quotes tool is built-in, you might consider other add-ons depending on your needs. For instance, specific integrations or advanced reporting might be available as separate purchases or require a higher tier.
Custom Quote Templates: While HubSpot offers customization, if you need highly specialized or complex custom quote templates designed to integrate dynamic pricing or very specific terms, you might incur additional costs, potentially from a HubSpot agency or developer. Some agencies quote starting from $1,800 for custom template design.
UK Specific Pricing VAT: If you’re based in the UK, remember that all quoted prices are typically excluding 20% VAT. So, always factor that into your budget.

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How to Create a Quote in HubSpot

So, how do you actually use this thing? Creating a quote in HubSpot is pretty straightforward once you’re set up, and it’s mostly done within the Sales Hub. Here’s a quick run-through of the process:

Start from a Deal: You’ll usually begin by associating your quote with an existing deal in your HubSpot CRM. This automatically pulls in relevant contact and company information. If you don’t have a deal yet, you can create one.
Access the Quotes Section: Navigate to the Sales tab in your HubSpot account, then select Quotes. From there, you can click “Create quote.”
Add Key Details:
- Associate with a Deal/Contact: Confirm the deal or contact you want to link the quote to.
- Choose a Template: Select one of your pre-designed quote templates.
- Fill in Quote Information: Give your quote a name, set an expiration date this creates urgency!, and add any comments or purchase terms for the buyer.
Add Line Items Products/Services: This is where you detail what you’re selling.
- You can pull products directly from your product library in HubSpot.
- If you have a unique offering, you can create custom line items on the fly, specifying name, description, unit price, and recurring billing frequency monthly, annually, one-time.
- You can also apply discounts to individual line items or to the entire quote.
Set Signature & Payment Options: Decide if you want to include an e-signature option highly recommended for speed!, a space for a written signature, or no signature. If you’re on a plan that supports it, enable payment collection through integrated processors like Stripe.
Preview and Send: Review your quote to ensure everything looks accurate and professional. You can preview it as a website, email, or PDF. Once you’re happy, send it off to your prospect!
Track Progress: After sending, HubSpot helps you track when the quote is viewed, signed, or paid, giving you real-time insights into your deal progress.

Who is HubSpot Quotes Best For?

Understanding the pricing and features helps you figure out if it’s the right fit for your business.

Small Businesses/Startups: If you’re just starting out or have a small sales team, the Free CRM with its basic quoting features can be a good way to get organized and send professional proposals without any cost. As you grow, Sales Hub Starter offers a cost-effective way to get e-signatures and payment collection, which can be a must for speeding up deals.
Growing SMEs: Businesses with expanding sales teams that need more automation and structure will find a lot of value in Sales Hub Professional. The advanced workflows, reporting, and quote approval features can significantly boost efficiency and consistency. This tier is ideal for those who need to scale their sales operations without losing control.
Large Enterprises: For large organizations with complex sales cycles, high sales volumes, and stringent governance requirements, Sales Hub Enterprise provides the necessary tools. This includes advanced customization, AI-powered forecasting, and sophisticated permission controls to manage large sales teams and intricate processes effectively.

HubSpot Quotes vs. Standalone Quoting Software

You might be wondering, why choose HubSpot’s built-in tool over a dedicated quoting software? This is a valid question! Turbocharge Your Workflow: The Ultimate Guide to HubSpot Plugin Downloads

The biggest advantage of HubSpot Quotes is its deep integration with the HubSpot CRM. All your customer data, deal information, and product catalogs are already there, making quote creation seamless. This single-platform approach saves time, reduces errors, and keeps all your sales activities centralized. You don’t have to worry about data syncing issues between different systems.

However, some standalone quoting solutions might offer more niche features or deeper customization for very specific industries or complex pricing models like graduated multi-year pricing with prorations. For example, tools like PandaDoc or Better Proposals might offer different levels of interactive features, design flexibility, or specialized integrations.

For most businesses already using or considering HubSpot for their CRM and sales efforts, the native quotes tool is incredibly powerful and convenient. The benefits of having everything in one place usually outweigh the need for a separate, specialized quoting solution, especially once you’re on a paid Sales Hub plan that unlocks all the crucial features like e-signatures and payments.

Frequently Asked Questions

Is the HubSpot Quotes tool available with the Free CRM?

Yes, you can create basic quotes with the HubSpot Free CRM. You can add custom line items and generate a simple quote to send to prospects. However, advanced features like e-signatures, payment collection, and the removal of HubSpot branding are generally not included in the free version.

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How does HubSpot pricing for quotes scale with more users?

HubSpot’s Sales Hub, which includes the quotes tool, is primarily priced per user or “seat”.

The Starter plan is typically $20 per user per month.
The Professional plan is around $100 per user per month.
The Enterprise plan is about $150 per user per month.
So, as you add more sales team members who need full access to these features, your monthly cost will increase accordingly.

Are there any hidden fees for HubSpot quotes?

While the quotes tool itself is a feature within Sales Hub, you should be aware of potential additional costs for the overall HubSpot platform. These can include:

Onboarding fees: Mandatory one-time fees for Professional and Enterprise tiers, ranging from $1,500 to $7,000.
Marketing contacts: If you use the Marketing Hub, you’ll pay based on the number of marketing contacts, which can significantly add to your overall bill.
Customization: If you need highly complex or custom-designed quote templates, you might pay an agency an additional fee.
VAT: For UK customers, quoted prices exclude 20% VAT.

Can I collect payments directly through HubSpot quotes?

Yes, you absolutely can! With HubSpot Sales Hub Starter, Professional, or Enterprise, you can integrate the quotes tool with payment processors like HubSpot Payments if available in your region or Stripe. This allows your clients to make payments directly from the signed quote, streamlining your entire sales-to-revenue process.

What’s the difference between HubSpot’s native quotes tool and third-party quote software?

The main difference is integration. HubSpot’s native quotes tool is built directly into its CRM, meaning it seamlessly pulls data from your contacts, deals, and product library. This offers a centralized workflow and reduces manual errors. Third-party quoting software might offer more specialized features, deeper customization, or unique interactive elements not found in HubSpot’s tool. However, it often requires integration setup and can sometimes lead to data silos if not managed properly. For most businesses, the native HubSpot tool provides ample functionality and the benefit of an all-in-one platform. Unlock Efficiency: Integrating with HubSpot Playbooks (and the Power of the HubSpot API)

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