🔗 HubSpot KB Bridge: Create legacy quotes
💡 Core Capability
Use legacy quotes to create and share quotes directly from HubSpot. Add line items to configure your products and services being sold, get acceptance through written signature or e-signature, and collect payments using HubSpot payments or Stripe as a payment processing option.
🛠️ Key Operations & Headings Outline
- Before you get started
- Create legacy quotes
- Create a legacy quote from a record
- Create a legacy quote from the index page
- Build quotes
- Associate a deal
- Add buyer Information
- Add seller Information
- Add line items
- Add taxes
- Add one-time discounts, fees, and taxes
- Add a payment schedule
📋 Subscription Availability
- All products and plans
🔗 WayCup Operations & Workspace Context
- Active Projects & Client Notes:
- WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.
TIP
Need Step-by-Step UI Verification? Read the live, verbatim HubSpot article here: View Live Manual on HubSpot