New Quotes in HubSpot vs Legacy Quotes: A Practical Guide
Hubspot users who have been relying on legacy quotes now have access to a more flexible, modern quoting tool. Understanding the difference between the new quote experience and legacy quotes is essential before you update your sales process or migrate existing templates.
This guide explains how the updated quoting tool works, how it compares to the legacy version, and what you should know before switching.
Overview of the New HubSpot Quotes Experience
The new quote experience in HubSpot is designed to make creating, managing, and customizing quotes easier and more scalable for growing teams.
- More flexible quote creation flows
- Improved customization and branding options
- Streamlined management of quote templates
- Better alignment with deals and products in your CRM
While legacy quotes remain available in some portals, the new interface is the recommended experience going forward.
Key Differences Between Legacy Quotes and New HubSpot Quotes
There are important differences in how you create, edit, and manage quotes between the two systems. Reviewing these differences helps you plan a smooth transition.
HubSpot Quote Creation Flow
Legacy quotes used a simpler, more linear wizard. The new HubSpot quote experience introduces a more guided, flexible builder. In general, you can expect:
- A modern UI that aligns with other CRM objects
- More structured steps for setting quote details
- Clearer separation between content, line items, and settings
The new tool is focused on consistency and scalability across larger sales teams.
Template and Branding Management in HubSpot Quotes
Template handling is one of the biggest upgrades compared with legacy quotes. Instead of relying heavily on rigid templates, the new HubSpot quote experience offers:
- More granular control over sections and modules
- Easier management of branding elements, such as logos and colors
- A clearer distinction between global template settings and quote-specific edits
This structure helps admins maintain brand consistency while giving reps the flexibility to tailor content when needed.
Product and Line Item Behavior
Legacy quotes interacted with products and line items differently than the new tool. With the updated HubSpot quote experience, you gain:
- Tighter alignment with CRM product and line item records
- More accurate representation of discounts and taxes
- Clearer visibility into what is being quoted and sold
These improvements help ensure that sales quotes and reporting stay in sync.
When You Can Use New HubSpot Quotes
Not all portals and subscriptions have identical access to features, but the new experience is becoming the standard for most HubSpot accounts. In practice, you will see the new quote builder available directly from deal records, replacing much of the legacy workflow.
Some portals may still support both legacy quotes and the new experience in parallel for a limited time. During that period, admins can test the new quotes while keeping existing processes running.
Limitations and Considerations Before Switching
Before fully transitioning from legacy quotes, review limitations and areas that may behave differently in the new HubSpot quote experience.
Feature Gaps Compared to Legacy Quotes
Depending on your configuration, certain advanced or niche behaviors that existed in legacy quotes might not be replicated exactly. For example, you may encounter:
- Differences in how some fields or tokens render
- Changes in how particular sections can be edited or hidden
- Limitations around extremely customized legacy templates
Review the latest product documentation at HubSpot’s knowledge base article on comparing legacy quotes and new quotes to understand current gaps and updates.
Impact on Existing Legacy Quotes
Existing legacy quotes that have already been created will typically remain accessible, even after you start using the new HubSpot quote builder. However:
- You cannot always convert an existing legacy quote into the new format directly.
- Some future edits may require building a fresh quote in the new experience.
- Your team should align on cutover dates for new deals and renewals.
Plan an internal policy around when to stop using legacy quotes and how to handle renewals or amendments.
HubSpot Permissions and User Training
Because the new tool introduces a different interface, revisit user permissions and training material. Make sure:
- Sales reps know when to use the new HubSpot quote experience
- Admins understand how to configure templates and defaults
- Operations teams validate downstream reporting and automation
Clear training helps reduce confusion as both quote systems may temporarily coexist.
How to Transition from Legacy Quotes to New HubSpot Quotes
A structured approach will reduce disruption when moving from legacy quotes to the new quoting tool.
Step 1: Audit Current Legacy Quotes and Templates
- Export or list your most-used legacy quote templates.
- Identify the sections your reps rely on most (pricing, terms, signatures, etc.).
- Document special behaviors or tokens used in custom layouts.
This audit becomes your checklist for configuring the new HubSpot quote experience.
Step 2: Configure and Test New Templates in HubSpot
- Create or configure quote templates in the new tool that map to your legacy needs.
- Align fonts, logos, and colors with your brand guidelines.
- Set default terms, payment details, and required fields.
- Build a few sample quotes on test deals to verify layout and data.
Gather feedback from a small group of power users before rolling out to all reps.
Step 3: Update Playbooks, Automation, and Training
- Update internal documentation and playbooks to reference the new HubSpot quote flow.
- Review workflows that may depend on quote creation or status changes.
- Train your team on how to choose the correct template and complete required fields.
Communicate clear timelines for when legacy quotes will be phased out for new opportunities.
Best Practices for Managing Quotes in HubSpot
To get the most value from the new quote experience, adopt a few practical habits.
- Standardize templates for core products or service packages.
- Limit highly customized layouts that are hard to maintain.
- Regularly review quotes for accuracy in pricing and terms.
- Coordinate with finance and legal teams for compliance.
Combining strong process with HubSpot’s built-in quote tools leads to faster approvals and fewer errors.
Where to Learn More About HubSpot Quote Changes
Because the product continues to evolve, always consult the official documentation for the latest capabilities and limitations. The main reference is the HubSpot article that directly compares legacy quotes and the new quote experience, linked above.
If you need implementation guidance beyond the official docs, consider working with a HubSpot-focused consultancy. For example, Consultevo provides expert help on CRM configuration, quoting workflows, and sales operations.
Conclusion: Adopting the New HubSpot Quotes Experience
Transitioning from legacy quotes to the new HubSpot quote experience is an important step in modernizing your sales process. By auditing your existing templates, configuring the new builder thoughtfully, and training your team, you can take advantage of better customization, improved alignment with CRM data, and a smoother workflow for your reps.
Use the new quoting tools, stay aligned with the official HubSpot documentation, and iterate on your templates as your business needs evolve.
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