HubScape

Create and send quotes in just a few steps. Use client details, add line items and download the quote as a PDF or Word document to share with your clients instantly. Once quotes are sold, they can be converted into jobs.

Note: quotes can only be created and exported via desktop.

Click Create new quote and select the client and the site. ​

1. You can add a job description and upload images/documents in the Job Summary &amp; Images section.
2. List services with quantities and unit prices in the Services section - totals are calculated automatically.
3. You have the option to specify visit frequency and include terms and conditions.
4. Export the quote as a PDF or Word document using the Download button at the top right.

1. Head to the Quotes tab. ​
2. Click Create new quote and select the client and the site. ​
 
 
3. A quote will be created.
 1. You can add a job description and upload images/documents in the Job Summary &amp; Images section.
 2. List services with quantities and unit prices in the Services section - totals are calculated automatically.
 3. You have the option to specify visit frequency and include terms and conditions.
 4. Export the quote as a PDF or Word document using the Download button at the top right.

How do I create a quote?

Check out our YouTube tutorials to help you get started

Getting Started

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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How do I create a quote?

On desktop