FOCUS 01⊙
Quotes and contracts
Customer-linked quotesSample document area
Customer-linked quotes
See which contact or company a quote is prepared for. Keep the commercial document connected to the customer relationship.
Commercial work / Quotes, revisions and archive
Quote software and contract management
Record the products and services offered to a customer in quotes, and organize contract drafts, revisions and archives together.
PRODUCT VIEW
See how it works.
A useful quote explains more than an amount: who it is for, which work it covers and which products or services it includes. Hubz connects quote preparation to customer and opportunity context. Contract tools help organize drafts, revisions, archives and exports for the continuing commercial process in the same workspace.
EXPLORE THE PRODUCT
Sample viewQuotes and contracts
Content fields
01Customer and company
02Quote / contract type
03Scope and line items
04Payment and delivery
05Terms
Hubz.SAMPLE DOCUMENT
Quotes and contracts
Prepared for a sample company.
Customer-linked quotes
Scope from the catalog
Contract drafts
Review the work included and its terms.
01Prepare the scope
02Manage revisions
03Keep the document and outcome
DETAILED FEATURE GUIDES
Explore the features in this module.
Quote studioPrepare quick-price, service or project, product, subscription, revision and package quotes with customer, line-item and template context.↗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.↗
FROM NEED TO OUTCOME
Where this helps.
When quote files multiply in email and personal folders, the latest scope becomes hard to identify. Which version did the customer see? Which products were discussed? Where has the contract reached? Each question creates more follow-up.
WHAT YOU CAN WORK TOWARDS
Keep a clear link between the work being offered and its contact, company and opportunity, with organized commercial documents.
STEP BY STEP
How to use it.
- 01
Prepare the scope
Identify the customer and the relevant products or services. Connect the quote to the actual opportunity need so the amount and offered work are considered together.
- 02
Manage revisions
Track scope changes through the records. Arrange contract drafts and revisions without losing the earlier context of the work.
- 03
Keep the document and outcome
Use the relevant export and archive tools. Where sending or approval is required, follow the agreed authorized-person and action conditions.
INSIDE THE MODULE
What can you do?
FOCUS 02▤
Quotes and contracts
Scope from the catalogSample document area
Scope from the catalog
Use product and service records in quote preparation. Review names, descriptions and commercial information in the shared catalog.
FOCUS 03↗
Quotes and contracts
Contract draftsSample document area
Contract drafts
Create and edit drafts with the available contract tools. Keep document preparation for ongoing work in the team workspace.
FOCUS 04◇
Quotes and contracts
Revisions and archiveSample document area
Revisions and archive
Track changing contract versions and archive status. Reduce dependence on personal folders when returning to an earlier document.
FOCUS 05⌁
Quotes and contracts
Exports and controlled actionsSample document area
Exports and controlled actions
Export relevant documents through supported tools. Follow the authorized-person and setup conditions for sending and approval.
IN EVERYDAY WORK
What it looks like in practice.
The scope changes after a discovery meeting and contract preparation needs to return to the latest agreement.
Link opportunity, quote and contract records to preserve which customer engagement the document belongs to.
A customer reviews scope or service components for a new period.
Refer to earlier commercial context and archives to prepare the next quote in an organized way.
Scenarios are illustrative; they are not customer testimonials or measured performance claims.
KNOW WHAT IS INCLUDED
Plans, permissions and limits.
Quote, product and contract management is included in Professional and Business. Relevant user roles and agreed action permissions apply to contract operations.
- Draft and revision management does not imply a public, general-purpose electronic-signature service.
- Customer sending, verification and approval workflows are reviewed separately during setup.
YOUR QUESTIONS
About this feature.
01Are quotes and contracts the same module?+
They manage different records in one commercial process. Quotes prepare customer-facing scope; contract tools organize drafts, revisions, archives and exports.
02Is customer approval enabled automatically?+
No. Customer sending and approval depend on authorized-person verification and action conditions. The workflow to be used is determined separately during workspace setup.
03Is this an accounting or payment-collection product?+
Quote and contract management organize commercial scope. Invoicing, collection and accounting are handled through their own systems and separately defined connections.
MODULES THAT WORK TOGETHER
Explore related modules.
01↗02↗03↗
Customer relationships
Keep contact details, company relationships and past conversations in one shared record.
Sales pipeline
Track potential work, the customer relationship and its sales stage in the same view.
Product and service catalog
Organize product and service names, descriptions, prices and commercial details in a catalog connected to quoting.