HubSpot quotes turn a deal into a branded bid with line items, terms, an e-signature, and optional online payment. The current quotes tool is part of HubSpot's CPQ and needs Revenue Hub Professional or Enterprise, plus a Revenue Hub seat for anyone who creates quotes. Older accounts may still have legacy quotes, but HubSpot no longer offers them to new users. For a contractor or service company, quotes work best for repeatable work priced from a product library, not for custom takeoffs.
Below is how to tell which version you have, what each one does, and how I would set quotes up for a construction, trades, or home service company.
There are now two quoting tools in HubSpot. According to HubSpot's legacy quotes article (last updated September 24, 2026) and its create and send quotes article (last updated October 28, 2026), here is how they compare.
| Question | Legacy quotes | Quotes (Revenue Hub) |
|---|---|---|
| Who has it? | Sales Hub accounts that had it before September 3, 2025, and free accounts that created a quote in the six months before that date | Revenue Hub Professional or Enterprise accounts, and only users with a Revenue Hub seat can create quotes |
| Can a new account get it? | No. Accounts created after September 3, 2025, or that added Sales Hub after that date, can't turn it on | Yes |
| E-signature | Needs Sales Hub Professional or Enterprise and a Sales Hub seat, with a pooled monthly limit (10 per user on Starter and Professional, 30 per user on Enterprise) | The default acceptance method |
| Custom templates | Sales Hub Professional or Enterprise. Free and Starter can only change theme settings like logo, colors, and fonts | Quote templates, with the logo pulled from your quote or account branding settings |
One trap to know before you change seats: if you use legacy quotes and someone assigns you a Revenue Hub seat, you lose access to legacy quotes and legacy quote templates unless a Super Admin turns on legacy quote creation. Check this before anyone upgrades a seat in the middle of bid season.
On the current quotes tool, HubSpot's create and send article lists these features. Most of them map directly to how trades and construction companies bid:
HubSpot's quote setup article (last updated October 13, 2026) adds a default expiration period of 1 to 365 days and automated reminders sent a set number of days after the quote goes out or before it expires. For a bid that sits in someone's inbox, those reminders do the follow-up your estimator forgets.
This is the order I work in. The goal is a bid that goes out the same day, looks the same no matter who sends it, and moves the deal when the customer signs.
Quotes are only as fast as your product library. Add the services you sell over and over, like a service call, a standard install, or a per-unit item, with a clear name and price. If you run QuickBooks Online, read my HubSpot QuickBooks integration guide first, because your HubSpot products and QuickBooks items need to match.
HubSpot's quote article says that when a deal has multiple quotes, the deal amount and line items reflect the latest published quote. If you send good, better, and best options as three separate quotes, your pipeline shows whichever one went out last. Put the options on one quote, or create a deal for each option you want to track. My HubSpot for construction guide covers how I set up a bid pipeline around this.
Residential and service work usually fits e-signature with online payment. Commercial work with a PO often fits accept without signature plus the PO number field. Two limits matter here. Online payments need e-signature or accept without signature, so print and sign can't take payment online. And when online payments or billing are on, line item quantities must be whole numbers, which rules out fractional square footage or partial units on a payable quote.
HubSpot is direct about this: a quote link is public unless the quote requires email verification or a password. Anyone with the link can view and sign it, including anyone the buyer forwards it to. Turn on identity verification for e-signatures, or require a password, before you send a large commercial bid.
Nobody should have to remember to drag a signed bid to won. HubSpot's legacy quotes article gives updating the deal stage when a quote is signed as an example of a quote-based workflow. I build that into every quotes setup, along with a task for whoever schedules the job. My pipeline automation playbook covers the rest of that handoff.
Quotes are built for priced line items. They are not an estimating system. I would not force them in these cases:
HubSpot packaging changes often, so check the current pricing page before you buy anything for quoting.
Legacy quotes were available on all plans, including free, but HubSpot no longer offers them to new users. The current quotes tool needs Revenue Hub Professional or Enterprise, and a Revenue Hub seat for anyone who creates quotes.
Yes. E-signature is the default acceptance method on the current quotes tool. On legacy quotes, e-signature needs Sales Hub Professional or Enterprise and a Sales Hub seat, with a pooled monthly limit per account.
Yes, when online payments are turned on and the acceptance method is e-signature or accept without signature. Print and sign quotes can't take online payments, and line item quantities must be whole numbers when payments are on.
Yes. The current quotes tool allows up to 10 attachments per quote in PDF, DOC, or DOCX format, each up to 30 MB. You can mark an attachment as In signing to include it in the e-signature envelope.
HubSpot says that when a deal has multiple quotes, the deal amount and line items reflect the latest published quote. Put options on one quote, or use one deal per option you want to track.
Not by default. A quote link is public unless it requires email verification or a password, so anyone with the link can view and sign it. Turn on identity verification or a password for larger bids.
The timeline comes from the scope: how clean your product library is, which quotes tool you have, and whether you need custom templates, payments, or automation. I review your portal first, then give you a fixed scope with a timeline and one price.
I set up quotes as part of a fixed-scope HubSpot sales operations project or a full HubSpot implementation. I review your portal, your product list, and how you bid today, then give you one price before work starts. Small fixes to an existing quotes setup can be done as ad hoc work at $150/hr. I work remotely across the U.S., including with companies in Oklahoma and Arkansas. Book a 30-minute call and I will look at how your bids go out today and tell you what I would fix first.