The quick and easy way to generate quotes in Hubspot

Hubspot is a powerful CRM offering numerous capabilities for consolidating customer information, optimizing collaboration with other teams and effectively managing existing and new opportunities. However, many Hubspot users rely on inefficient manual processes to generate quotes and proposals. Although Hubspot offers some quoting capabilities, it lacks the ability to send accurate, dynamic and professional sales proposals, and to track buyer interaction with these quotes.

Manual sales processes lead to errors, wasted time and money. The ability to efficiently create reliable price quotes is crucial to speeding up sales cycles, influencing business growth and creating a satisfying customer experience. However, the process can involve many parameters and become a complex and time-consuming task. This is particularly true when the sales quotation involves a set of components and variables, the costs of which depend on multiple considerations such as industry, product configuration and so on.

1. Use digital proposals instead of Word, Excel or manual templates:

Digital proposals free sales teams from tedious manual input when creating sales proposals. The entire deal cycle can be managed and nurtured from a single point of interaction, rather than sending and tracking multiple files. This not only saves time and minimizes errors, but also enables prospects to share proposals with their internal stakeholders in just a few clicks.

2. Automate sales administration such as contract dispatch

Automation reduces the time spent on repetitive, manual tasks, such as data entry, generating quotes, or managing orders. This enables sales teams to concentrate more on value-added activities, such as customer relations and sales strategy...

3. Use insights to optimize each sales stage:

Getting real-time alerts on customer engagement enables sales reps to quickly identify prospect intent, track progress and see what content is resonating. They can identify areas of friction and quickly make changes to optimize the experience for customers and move the deal forward quickly and more effectively.

Qwoty helps Hubspot users close deals faster. Native integration with Hubspot ensures real-time synchronization of customer data between CPQ and CRM. Quotes are automatically generated with customer data, accurate prices and valid product configurations, reducing manual data entry. Eliminating bottlenecks and simplifying pricing enables scalable sales operations.