HubSpot offers many great features when it comes to managing your sales process, including pipeline management, email integrations, and sales automation. However, when it comes to issuing sales quotes, you might need the assistance of a dedicated tool to take your quoting process to the next level.
S-Docs offers advanced quoting capabilities that improve accuracy, streamline operations, and help you close deals faster. Most importantly, it seamlessly integrates with HubSpot, making it the perfect complement to your existing sales automation suite.
Understanding HubSpot quotes functionality
Before exploring advanced options, let's look at what HubSpot quotes can do out of the box. Understanding these native features helps you identify where you might need more functionality in your quoting process.
Standard quoting features
HubSpot quotes come with a solid set of basic features that work well for straightforward sales processes. You can create and send quotes without leaving HubSpot, which definitely streamlines sales reps’ workflows.
Pricing table capabilities
The pricing table tool handles your essential needs:
- Pull products directly from your HubSpot catalog.
- Add quantities and show discounts clearly.
- Display subtotals and final pricing calculations.
Electronic signature integration
HubSpot's e-Signature integration helps you collect approvals directly on your quotes. No need to export to another system for signatures.
Basic workflow options
You get access to some fundamental workflow features:
- Automated email notifications when quotes are viewed.
- Basic status tracking for quote progress.
- Simple approval routing options.
While these features handle common quoting needs, you might notice some limitations when you need to customize templates or integrate with custom objects in your HubSpot portal. Additionally, HubSpot quotes are made for sales teams specifically — if other teams have document requirements, their native quoting tool won’t get you very far.
Why automate sales quotes with S-Docs
S-Docs is a document automation and e-Signature solution for HubSpot that not only comes with all the features of HubSpot quotes, but also offers more advanced functionality for a fully streamlined quoting process. Plus, S-Docs is designed to enhance any document workflow across your organization, no matter the department.
Enhanced data integration
Pulling data from any HubSpot object into your quotes — standard or custom — has never been easier. Unlike basic quoting tools, S-Docs can connect with your entire HubSpot database to create more detailed, accurate quotes automatically.
Custom template flexibility
With S-Docs, you get serious flexibility with your templates:
- Upload your existing PDFs as templates.
- Design custom templates from scratch.
- Add dynamic fields and tables anywhere in your document.
S-Docs allows you to build virtually any document you might need (or use what you already have) and automatically merge HubSpot data into it. Whether it’s invoices, contracts, proposals, or other documents, S-Docs has you covered.
Advanced workflow automation
Take control of your automation with advanced triggers that streamline your quoting process. With S-Docs, you can generate quotes automatically based on deal stages by adding the “Generate Quote” action directly into HubSpot workflows, automating the entire process from start to finish. You can also automatically request e-Signatures using workflows, making approvals even easier.
Furthermore, S-Docs can dynamically adjust quote templates, route documents for multi-step approvals, and integrate seamlessly with your existing sales pipelines for a fully customized automation experience.
Bi-directional data syncing
The real power of S-Docs’ integration with HubSpot is its ability to write back customer input data. When customers interact with your quotes, their responses automatically update your HubSpot records. For example, if you ask a customer to fill in their job title when signing documents, their response will automatically populate their contact record “Job Title” property in HubSpot.
Automate the sales process beyond basic quotes
Generating quotes is important, but real efficiency comes when you automate the sales process. S-Docs helps you create and manage all your sales documents in one place.
Multi-document generation
Why stop at quotes? Generate multiple documents simultaneously:
- Create proposals and contracts alongside your quotes.
- Auto-generate product spec sheets.
- Include customized cover letters automatically.
Workflow trigger options
Set up sophisticated trigger combinations:
- Launch document generation based on deal updates.
- Create document packages when deals advance.
- Automatically distribute documents to the right teams.
S-Docs vs. HubSpot quotes: key differences
While both tools help you create quotes, there are some key distinctions worth noting. Let's break down where S-Docs offers additional capabilities.
Feature comparison
Standard HubSpot quotes handle your basic needs, but S-Docs provides a more comprehensive document workflow solution. Here's what sets S-Docs apart:
- Create any type of sales document, not just quotes.
- Design flexible templates that match your brand.
- Insert data from any standard or custom HubSpot object
- Write data back to HubSpot properties
Automation capabilities
S-Docs gives you sophisticated workflow triggers and routing rules that adapt to your sales process. While HubSpot quotes offer basic automations, S-Docs lets you build complex, multi-step document workflows with two-way data synchronization.
Integration depth
S-Docs works with your HubSpot instance, connecting to both standard and custom objects. This deeper integration means you can create more sophisticated document relationships and automated workflows that match your exact business processes.
Implementing S-Docs for comprehensive document automation
Ready to automate your sales process more fully? Getting started with S-Docs is straightforward and builds on your existing HubSpot knowledge.
Quick setup process
Installation takes just minutes through the HubSpot marketplace. Most teams follow these key steps to success:
- Sign up for S-Docs and install into your HubSpot instance
- Import existing templates and branding.
- Generate documents and request e-Signatures.
Customization options
It’s easy to start small with basic quotes, then expand to automate your entire document workflow as you get comfortable with the system. Design templates that match your brand, set up workflows that mirror your processes, and configure automation rules that make sense for your team.
Streamline your quoting with S-Docs, the all-in-one document automation tool that integrates with HubSpot. Save time, improve accuracy, and enhance your sales process. Request a demo today!
