How to Use Legacy Quotes in Hubspot

Legacy quotes in Hubspot let sales teams generate simple, trackable proposals that customers can review and sign online. This guide walks you through creating, sending, editing, cloning, and managing these legacy quotes so you can streamline your entire sales process.

Although there is a newer quoting experience, many accounts still rely on the original legacy quote tools. Understanding how these legacy quotes work in Hubspot ensures you can keep your pipeline moving while you evaluate or transition to newer features.

Before You Start With Hubspot Legacy Quotes

There are a few important limitations and requirements to keep in mind before you create a legacy quote in Hubspot.

Legacy quote limitations in Hubspot

• Legacy quotes cannot be created in free tools; you need a paid subscription that includes quotes.
• Only products from the product library or line items can be added. Custom text-only rows are not supported.
• The legacy quoting tool does not support advanced customization you may find in newer Hubspot quote experiences.
• Once published, some fields become locked and can only be changed by cloning or creating a new quote.

Required user permissions in Hubspot

To create and manage legacy quotes in Hubspot, your user must have:

• Access to deals and contacts.
• Permissions to view and edit products or line items.
• Permissions to connect and manage payment or e-signature tools if you plan to accept signatures or payments on the quote.

If you are unsure about your permission level, contact your Hubspot administrator before following the steps below.

How to Create a Legacy Quote in Hubspot

Legacy quotes can be created directly from a deal record so they are automatically associated with the right opportunity in Hubspot.

Step 1: Open the deal record

1. In your Hubspot account, navigate to Sales > Deals.
2. Search for and open the deal that you want to quote.
3. Confirm that the deal has the correct company and contacts associated.

Step 2: Start a new legacy quote

1. Within the deal record, locate the Quotes section or card.
2. Click Create quote (or similar action depending on your Hubspot interface).
3. If you see multiple quote options, choose the legacy quote option provided in your account.

Step 3: Select line items or products

Hubspot legacy quotes pull product details directly from your line items or product library.

1. Choose Add line items or Select products.
2. Search for products you have already configured in Hubspot.
3. Set quantities, discounts, and terms such as billing frequency if applicable.
4. Review pricing totals and confirm the correct currency.

To change products later, you will need to return to this step and edit the line items associated with the quote in Hubspot.

Configure Quote Details in Hubspot

After selecting products, you will configure key details that define how the quote appears and how your customer can accept it.

General quote information

• Quote name: A clear internal name for tracking in Hubspot.
• Expiration date: When the quote will no longer be valid.
• Language and currency: If your account supports multiple locales.

Buyer and seller information

Confirm the records that will display to your prospect:

• Buyer: The contact and company the quote is addressed to.
• Seller: The company details pulled from your Hubspot account, such as address and logo.

Make sure contact information is accurate, because this is what your customer will see when they open the Hubspot quote link.

Signature and payment options in Hubspot

Depending on your subscription and connected tools, you can configure how the recipient will approve the legacy quote.

• Signature: Enable e-signature if supported, or choose a basic approval method.
• Payments: If you have Hubspot payments or a connected provider, you may be able to collect payment directly from the quote.
• Signature fields: Specify which contacts must sign and in what order.

Review these options carefully because they affect how quickly your customer can accept and pay for the quote.

Taxes, fees, and discounts

Legacy quotes allow you to add basic financial adjustments:

• Apply tax rates that are configured in your account settings.
• Add fees or discounts at the line item or total level.
• Confirm that the quote total in Hubspot matches your intended offer before publishing.

Customize Content and Publish in Hubspot

You can tailor the appearance and supporting content of your legacy quote to match your brand and sales process.

Quote appearance and content

• Add a short introduction or cover message to explain the offer.
• Include terms and conditions that govern the agreement.
• Adjust layout options available in the legacy quoting tool.
• Check logos, colors, and company details pulled from Hubspot settings.

Use clear, concise language so your customer can quickly understand what they are agreeing to when they open the quote link generated by Hubspot.

Publish the legacy quote

1. Review all quote sections for accuracy: products, taxes, buyer details, and terms.
2. Click Next until you reach the final review screen.
3. Select Publish to generate the live quote URL.

Once published, the quote will have a unique link and status within the associated deal in Hubspot.

How to Send and Track Legacy Quotes in Hubspot

After publishing, you can share the quote with your prospect and monitor their engagement inside Hubspot.

Send the quote to your contact

• Use the Copy link option and share it manually via email or chat.
• Or, send directly from Hubspot using the email compose window on the contact or deal record.
• Include a brief explanation and a clear call to action to sign or pay.

Track quote status and activity

Within the deal or quote record in Hubspot, you can see:

• Current status: drafted, published, viewed, signed, paid, or expired.
• Recent activity: when the contact viewed the quote link.
• Timeline events: quote creation, updates, and approvals.

Use these insights to time your follow-up and move the deal to the next stage in your Hubspot sales pipeline.

Edit, Clone, or Disable a Legacy Quote in Hubspot

Sometimes you need to adjust pricing, fix errors, or reuse a previous offer. Legacy quotes in Hubspot provide basic tools for these changes.

Edit an existing legacy quote

1. Open the quote from the deal or from the quotes list in Hubspot.
2. Click Edit if the quote status allows changes.
3. Update line items, dates, or content as needed.
4. Republish to update the live version.

Note that some fields may be locked after signature or payment, so edits are usually limited to draft or published (but not yet accepted) quotes.

Clone a quote in Hubspot

Cloning works well when you send a similar proposal to another contact or need to refresh an expired quote.

1. Open the existing quote record.
2. Select Clone.
3. Hubspot duplicates the products, content, and most settings into a new draft.
4. Adjust details such as buyer and expiration date, then publish.

Disable or delete a legacy quote

If you no longer want customers to access a published quote:

• Open the quote in Hubspot.
• Set it to Expired or select options to disable access, depending on your interface.
• This prevents the recipient from accepting or paying via the original quote link.

Managing Deals After Quote Acceptance in Hubspot

When a customer signs or pays a legacy quote created in Hubspot, you can automate or manually update the associated deal.

• Advance the deal stage to reflect that the quote was accepted.
• Review payments recorded via Hubspot payments or your connected processor.
• Trigger follow-up workflows such as onboarding tasks or renewal reminders.

Aligning your deal stages with legacy quote statuses ensures accurate forecasting and reporting in Hubspot.

Resources and Next Steps for Hubspot Users

To explore advanced quoting features, or to troubleshoot a specific issue related to legacy quotes in Hubspot, you can review the official documentation here: Legacy quotes in Hubspot knowledge base.

If you need strategic help implementing quotes, pipeline automation, or CRM migrations around Hubspot, consider working with a specialist consultancy such as Consultevo, which focuses on CRM and revenue operations optimization.

By mastering legacy quotes and keeping your process organized inside Hubspot, your sales team can close deals faster while preparing for any future upgrades to your quoting tools.

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