The HubSpot (BETA) integration will be receiving continuing development. Please send us your feedback on the integration and what you would like to see added in the future at email@example.com.
Want to learn how to create a custom quote that looks like this:
This tutorial will teach you template building skills you can use to design automated documents. For this tutorial you'll build a custom quote, but the same automation tools can be used to generate any Deal-centric documents like invoices, proposals, contracts, and summaries!
For this tutorial, you'll need:
- A free Windward Hub account: Sign up here if you haven't already.
- Install the Windward Designer: Instructions here if you haven't already installed.
- Setup the HubSpot integration for your organization: Instructions here if you haven't already setup the integration.
- Setup the HubSpot integration for your user: Instructions here if you haven't already authenticated your user.