Add VAT Invoice Template Email Signature with airSlate SignNow

Electronic signature hubspot proposal template

hello guys welcome to digital derby youtube channel today i'm back with another video on hubspot and it's going to be on quote stool uh does your company or you as an entrepreneur or as a small business owner or freelancer have the need to create quotations or proposals and you're struggling to find the right tool or the right software for it then you should look no further because hubspot has this quotes tool which allows you to prepare quotations or proposals right from inside the crm so this coach tool is is in the sales hub and it's available on all the plans including the free plan so it's an amazing tool and perhaps we should be thankful to hubspot that it's offering this in its free plan also now the sales tool the quotes tool is a formal offer it's a proposal for your product or service and it has a unit price you can add discount you can put your tax terms and conditions while preparing the quote you can also customize the code such as the title expiry date specific regulations terms and conditions and any info that might be useful for the buyer to know users can also edit the quote multiple times as sales negotiation drags on and you can also designate signers and counter signers in the code store the tool can pull in contact information right from inside the crm so you can uh if you have added your buyer or your vendor uh information you the the contact name and the company record in the crm then you can directly pull it from there there's no third party integration because everything is included in the crm so that's very easy for you to uh you know to just pull in and finally hubspot users can also build the customers directly thanks to an integration with stripe so let's let's go to the dashboard into the software to see where you can find it and how you can create the quotation so i'm in the dashboard of hubspot and you'll find the sales tab over here if you click on it then the quotes is right over here i'm going to click and go into the tool so you will find that i have two quotes already you can create a new one by clicking over here so uh i've already created one so i'm just going to show you how you can edit it so and it goes to the first page itself so once you're in the quotes detail you'll find this path details buyer info your info uh where you have to add the buyers information you have to add your information you have to add your product payment signature and payment which i just mentioned and you can review and you can sign off so hubspot by default offers three different templates that you can use this is the original template this is the basic one and you will see the changes over here and then you have the modern template so feel free to use whichever you feel is appropriate and then you can give the quotation a name the quote name you can put the expiry date 30 days 60 days 90 days or custom i'm going to go with 30 days you can put in any comments to your buyer so for example this quote is is valid only for 30 days let's say or anything that you feel uh you would need to add you can also pull in any snippet that you have added you can insert a snippet so it's very easy you can also put in the terms and conditions so for example 50 advance and balance upon completion and that would show over here you can see the purchase terms over here that is automatically added again you can insert any snippet or you can also add any link to any any word or any phrase that you want i'm going to click on next and this is my company and you can add any contact you can add a contact to this code you can add an existing one from here or you can create a new contact you can add the email first name and last name it's very easy very straightforward click on next and now your information uh so you will have your information and your company name you can add your company name over here click on next and then you will have products so in the products uh page you'll have to add a product that you are selling or you're offering so a in the name you can write meetings meetings room the sku any description the entire meeting room will be available for one day let's say you can put the unit price let's say you can put in the billing frequency the unit cost the billing cost could be anything that is for you and the terms let's say one month and here you can edit whatever you have added you can edit the duration you can edit the unit price you can edit the quantity and you can also add discount from here if you want you can add let's say 10 000 as discount you can add a fee or added tax let's say vat you add you add 1000 as that so all of that adds up and deducts and comes to 41 000 over here as you can see so enter a discount name uh july this so let's say september discount or end of year discount click on next so here you can like i said this is uh i have to enable the payment and it then this will be unlocked you can also put the signature if you put the signature then it will show in the footer over here and you can also opt for no signature and it would simply be removed otherwise it's your call and here you can this is your code and i just made a very brief description but you can be really comprehensive and you can add many details uh this is just for your preview and how it looks you can so you can click on create quote and what you will get over here is you will get the copy uh you can copy this url or you can also write email with this code and it takes you directly to your crm so here you have the deals i'm going to close this here you have the d you're coming to the deals here you have what i mentioned the 50 000 for the printing order and you have the deal stages over here because the quotes tool is very closely linked with the deals because whatever deal you have created that has uh that has to be linked to the code so and you can see the deal stages over here for example if i change from appointment schedule to presentation schedule then the bar will move ahead right and you can play around with this if you feel that uh you have to go back by one step then you can always go back and this bar will go back one step and if you have if you send the contract if you click over here this will move further up and if it is contact closed or one then you can click over here so whatever might be the case everything can be sent from inside the crm and it's very easy you can also add any contact from here you can add an attachment you can email him right from here and you can log the email and in the activity tab you will see when you send an email from here you will see the uh the email opens for example when what was the time that the email opened if you have any attachment that that would also show so i hope you like this video it's a very simple tool to use but still very effective and you don't have to take any third party uh proposals or contract and then integrate them with hubspot since it's available in the free plan uh then you you can very much go and use the free plan and because crm is also free so you can tie everything up in one platform and use it for your business so that's all from my end if you have any questions on the quotes tool please write back to me and if you like this video if you have any comments please do write in the comment section and feel free to ask me any questions on mail at digital doorway dot com i'll be happy to reply thank you and goodbye