AutoQuote

What is AutoQuote?

Autoquote is a HubSpot-native quote creation tool and invoice generation solution that helps businesses streamline quoting, automate document generation, and accelerate the quote-to-cash process. As a HubSpot Certified App, Autoquote combines advanced CPQ (Configure, Price, Quote) capabilities, a no-code quote and invoice template builder, PDF document generation, and built-in eSignature in one connected solution.

Categories & Use Cases

Media

Screenshot of The Quote Creation Options

Generate quotes manually, trigger them when a deal stage changes using drag-and-drop actions, or automate quote creation through HubSpot workflows and integrations. AutoQuote gives your team the flexibility to choose the right level of automation for every sales process.

Screenshot of Send Quotes and Invoices Directly via Email

Send completed quotes directly to clients via email from AutoQuote. Eliminate unnecessary downloading, uploading, and manual emailing steps while keeping your quote delivery process connected to the HubSpot deal.

Screenshot of 100% Native HubSpot App

AutoQuote is built natively for HubSpot, giving your sales team a seamless experience within the CRM they already use. Create, send, sign, and track quotes without constantly switching between multiple platforms.

Screenshot of Built-In eSignature

Let customers review and digitally sign quotes without requiring a separate eSignature solution. Keep the signing process connected to the quote and the associated HubSpot deal for a smoother approval experience.

Screenshot of Track Quote and Invoice Status in Real Time

Visibility into the current status of quotes directly inside HubSpot. Whether a quote has been sent, is awaiting action, or has been signed, sales teams can quickly understand what is happening and follow up at the right time.

Screenshot of Manage Everything from the Deal Record

AutoQuote is accessed directly from the AutoQuote card on the HubSpot deal record. View quote information, take actions, and track activity without searching through separate applications or disconnected systems.

Screenshot of Download Quotes and Invoices with a Single Click

Access a copy of your quote and invoices whenever it's needed. Download generated files directly from the AutoQuote card with a single click. Keep copies for your records, share them internally, or use them whenever a downloadable version of the quote is required.

1 / 9

Screenshot of The Quote Creation Options Generate quotes manually, trigger them when a deal stage changes using drag-and-drop actions, or automate quote creation through HubSpot workflows and integrations. AutoQuote gives your team the flexibility to choose the right level of automation for every sales process.