HubSpot Quoting Tool

PSOhub: #1 Hubspot Quoting tool

PSOhub's HubSpot quoting tool provides an effective solution for businesses aiming to optimize their sales processes. By seamlessly integrating with HubSpot CRM and PSOhub's Project Management solution, you can effortlessly create, manage, track, and sign quotes all in one location. This integration eliminates the need for manual data entry, minimizes errors, enhances efficiency, and accelerates the initiation of your project once the deal is secured!

Efficiency and Precision

This quoting tool enables you to swiftly create professional and precise quotes by integrating customer data and pricing from your CRM or past quotes for comparable projects. This not only saves time but also guarantees uniformity across all quotes.

Enhanced Customer Experience

Clients value the professionalism and clarity of receiving well-organized, transparent quotes. PSOhub's HubSpot quoting tool guarantees that clients have all the essential details, including payment terms and scope of work, facilitating a smoother approval process.

Effortless Integration

Integrate your quoting tool with other HubSpot tools, including email marketing and automation workflows. Upon quote acceptance, you can automatically initiate actions, such as creating a PSOhub project or scheduling follow-up meetings.

Automated Follow-Up

Using PSOhub's HubSpot quoting tool, you can establish reminders and automation to guarantee prompt follow-ups on pending quotes that the client can sign digitally. This can significantly shorten the time required to finalize deals.

Improve Your Project Management

Beyond generating quotes, HubSpot quoting assists businesses in seamlessly transitioning from sales to project execution. Once a quote is approved, the details can be automatically transferred to your project management system, ensuring that teams are synchronized from the outset. This reduces the likelihood of miscommunication and paves the way for successful project completion.

Personalization and Expandability

The quoting module offers flexibility, enabling businesses to adjust and personalize quotes to meet their unique requirements. Whether you run a small service-oriented business or a larger enterprise dealing with intricate transactions, PSOhub's HubSpot quoting tool can be tailored to accommodate different pricing strategies, discount schemes, and more.

Boost Your Earnings with HubSpot Quoting

Beyond generating quotes, the solution assists businesses in seamlessly transitioning from sales to project execution. Once a quote is approved, the details can be automatically transferred to your project management system, ensuring that teams are synchronized from the outset. This reduces the risk of miscommunication and paves the way for successful project delivery.

Annual Monthly

Essentials

$ 25 / user / month

$ 30 / user / month

Ideal for businesses tired of juggling with stand-alone tools for project management, time tracking, and invoicing.

Great choice if you need:

Task Management Manage all your project task in one overview

- - Project Planning Plan your project with Gantt Charts, Kanban Boards and task management.
    - Client Portal Standard Use our shareable link to give project info with unnamed guest accounts.

- - - Project Budgeting & Contracts Manage your budget with Fixed Fee, Expenses, Time & Material and Retainer contracts.
      - Time Tracking & Expense Tracking Track your time via your Calendar integration, plugins, mobile phone or via our timesheet.
        
        Invoicing BasicAutomate your invoicing with standard invoice lay-outs.
        
        Standard DashboardsGet direct insight in the progress of your project.
        
        Fast Track Basic 2 online one-on-one Fast Track session with customer success agent.

Try 30-days for free

Billed annually

Professional

$ 35 / user / month

$ 40 / user / month

For companies who want better financial insight, optimize resource usage, and manage projects strategically.

All features of Essentials, plus:

Task Management by Resource, Week and Project Manage all tasks from your resources and get an overview by resource, week and project.

Client Portal Advanced Use named guest accounts with financial access and task edit access to share your project with external users.

Extended Company Structure Extend your company structure with 3 additional business units.

Project Manager Approval Project Managers can approve, modify or reject time entries.

Quotes and SOW with Digital Signing Create detailed quotes and statement of works that you can share to sign digitally.

Calculate Project Workload Oversee planned versus used hours.

Basic scheduler It allows you to methodically organize events for your resource's day and list intended times where events take place.

Manage AbsenceRegister a known absence, holiday or public holiday for your resources.

Priority Support QueueGet priority support in the Chat.

Fast Track Advanced3 online Fast Track onboarding sessions to get you started one-on-one.

Try 30-days for free

Billed annually

Enterprise

$ 45 / user / month

$ 50 / user / month

The ultimate solution for large-scale project management. With advanced features tailored for complex operations.

All features of Professional, plus:

Multi-Company Seperate projects and financials of multiple organizations.

Multi-Currency Use multi-currencies for quoting, contracts, time and expense tracking and invoicing.
Advanced Company Structure Extend your company structure with adding unlimited business units.
Team Lead ApprovalTeam Leads can approve, modify or reject all time entries.

Invoicing AdvancedAutomate your invoicing and use custom invoice lay-outs for every business unit.

Resource PlanningPlan and schedule your resources.

Resource Capacity OverviewDisplay each available resource's totals and zoom into a resource to see which projects they are planned for, the hours planned and the used hours.

Advanced Scheduler It allows you to methodically organize events for your resource's day and list intended times where events take place.
Smart Planning* Optimize your resource capacity with self-driving scheduling - *Available soon.

Data Warehouse AccessCreate your own dashboards & reports via access to your data warehouse.
Advanced Dashboards*Create your own dashboards and select your widget from our library - *Available soon.

Health CheckUpon request, we perform a health check to optimize adoption. Limited to 2 sessions yearly.

Try 30-days for free

Billed annually

Curious how PSOhub works? Plan a product demo now.

Learn how PSOhub helps businesses in your industry.

Learn more about PSOhub with our 30-day free trial

HubSpot Quoting Tool

PSOhub: #1 Hubspot Quoting tool

Benefits of PSOhub's HubSpot Quoting Tool

Efficiency and Precision

Enhanced Customer Experience

Effortless Integration

Automated Follow-Up

Tailored pricing plans that suit your business

Improve Your Project Management

Personalization and Expandability

Boost Your Earnings with HubSpot Quoting

All these features for a small price

Essentials

$ 25 / user / month

$ 30 / user / month

Professional

$ 35 / user / month

$ 40 / user / month

Enterprise

$ 45 / user / month

$ 50 / user / month

Trusted by companies in 30+ countries. Want to know why?

"Excellent Project Management Software" "Simple and effective" "Simple, quick, efficient" "Excellent integrated PSO for HubSpot users" "All-in-one solution for businesses working with HubSpot" "The system we've been looking for" "A vital tool for our business" "Incredible customer service"

Choose a PSOhub Expert specialized in your business!

Didn't find a suitable time?