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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.

Sales teams can use existing HubSpot contacts, companies, products, services, and deal information to create professional, customized quotes without repetitive data entry or switching between multiple platforms. Designed for businesses with simple to complex quoting requirements, Autoquote enables teams to create, edit, send, track, and manage quotes directly within their HubSpot workflows. From customizable templates and pipeline-specific quoting to seamless document signing, Autoquote helps reduce manual effort, maintain brand consistency, minimize quoting errors, and move deals forward faster.

Main Features

đź’ Quote and Invoice Generation: Generate customized quotes, invoices, and professional PDF documents.

đź’ No-Code Template Builder: Design professional, branded quote and invoice templates with an intuitive drag-and-drop editor.

đź’ 100% HubSpot-Native Integration: Access existing HubSpot CRM records, contacts, companies, products, services, and deal information.

đź’ Built-In eSignature: Send documents for electronic signatures and simplify the agreement process.

đź’ Unlimited Custom Templates: Create templates tailored to your brand, business needs, and customer requirements.

đź’ Pipeline-Specific Quoting: Configure different quote templates and requirements for different sales pipelines.

đź’ Streamlined Quote-to-Cash: Connect quote creation, document management, and signing in a more efficient sales workflow.

Why Choose AutoQuote ?

Autoquote brings advanced quoting and CPQ, invoice generation, document creation, and eSignature capabilities into a HubSpot-native experience. By simplifying these activities and keeping quote-related work connected to CRM records, Autoquote helps businesses improve sales efficiency, deliver consistent customer experiences, and move opportunities toward closure with less friction.

Categories & Use Cases

Videos

Screenshots

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.
Product screenshot
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 Create and Edit Unlimited Quote and Invoice Templates inside HubSpot

Create and edit unlimited custom quote and invoices templates directly inside HubSpot. Customize the document experience for different products, services, customers, or sales teams while maintaining a consistent and professional brand identity.
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.

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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.

Product Demos

Technical Details

Technical Details
Deployment TypesSaaS
Mobile ApplicationNo
Supported CountriesIndia, UK, USA, Germany
Supported LanguagesEnglish

FAQs

What are AutoQuote's top competitors?
DealHub.io, Paycove, and Cacheflow are common alternatives for AutoQuote.