Hubz.

Sales / Quote preparation

Quote builder: pricing, line items and commercial terms

Prepare quick-price, service or project, product, subscription, revision and package quotes with customer, line-item and template context.

PRODUCT VIEW

See how it works.

The Quotes screen brings templates, editing, previews and project references together. Select the contact, company and opportunity alongside quote type, language, currency and validity date. Prepare introduction, scope, payment, delivery, exclusions and terms in separate content fields.

Hubz.Workspace / Quote studioDK
EXPLORE THE PRODUCT

Quote studio

Sample view

Content fields

01Customer and company
02Quote / contract type
03Scope and line items
04Payment and delivery
05Terms
Hubz.SAMPLE DOCUMENT

Quote studio

Prepared for a sample company.

Multiple quote types
English and Turkish content
Line-item commercial details
Review the work included and its terms.
01Choose the context
02Prepare items and terms
03Review the preview
Interface illustration using sample data. The layout is simplified to explain the relevant feature.

FROM NEED TO OUTCOME

Where this helps.

Copying quotes from different files can obscure which text suits the customer, which items contribute to the total and which terms apply.

WHAT YOU CAN WORK TOWARDS

Prepare the customer-facing scope while reviewing its line items, terms and presentation together.

STEP BY STEP

How to use it.

  1. 01

    Choose the context

    Select the contact, company and opportunity if relevant, then choose a quote type and language.

  2. 02

    Prepare items and terms

    Add products, quantities and commercial details, then complete scope, payment and delivery terms.

  3. 03

    Review the preview

    Check presentation, references and line-item scope before proceeding to the relevant sharing step.

INSIDE THE MODULE

What can you do?

FOCUS 01⊙
Quote studio
Multiple quote typesSample document area

Multiple quote types

Use the existing quick-price, service or project, product, subscription, revised and package quote types.

FOCUS 02▤
Quote studio
English and Turkish contentSample document area

English and Turkish content

Prepare quote language and template wording through supported English and Turkish fields.

FOCUS 03↗
Quote studio
Line-item commercial detailsSample document area

Line-item commercial details

Organize quantities, units, currency, tax and discounts through quote items.

FOCUS 04◇
Quote studio
Templates and termsSample document area

Templates and terms

Complete introduction, scope, payment, delivery and exclusions using the relevant template.

FOCUS 05⌁
Quote studio
References and previewSample document area

References and preview

Add eligible project references and inspect the quote the customer will see.

IN EVERYDAY WORK

What it looks like in practice.

Sales team

A customer will receive a one-time project and an ongoing service in the same proposal.

Prepare the distinct line-item scopes and terms clearly within one quote.

Scenarios are illustrative; they are not customer testimonials or measured performance claims.

KNOW WHAT IS INCLUDED

Plans, permissions and limits.

Included in Professional and Business, subject to the relevant user action permissions.

  • Preparing a quote does not automatically start billing, a subscription or payment collection.
Compare plans

YOUR QUESTIONS

About this feature.

01Can I choose the language and currency?

The screen includes English and Turkish language selection and supported currency fields. Review the wording and commercial items together.

02Must I start every quote from a blank page?

Use existing quote and terms templates, then adapt the introduction, scope and terms to the customer's needs.

RELATED WORKFLOW GUIDES

You may also need these features.

Project referencesPrepare references with company and project name, industry, website, summary and results. Add eligible examples to quote previews and PDFs.Contract managementManage contracts, addenda and revisions with quote matching, draft status, archiving and export tools.Customer quote pageShow items, terms and project references on a shared quote page, then collect acceptance, revision requests or rejection through the relevant flow.

MODULES THAT WORK TOGETHER

Explore related modules.

01

Sales pipeline

Track potential work, the customer relationship and its sales stage in the same view.

02

Product and service catalog

Organize product and service names, descriptions, prices and commercial details in a catalog connected to quoting.

03

Quotes and contracts

Record the products and services offered to a customer in quotes, and organize contract drafts, revisions and archives together.