Before you Get Started...

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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 hubfeedback@windward.net.

Overview: Building a Custom Quote#

Want to learn how to create a custom quote that looks like this:

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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!

Before you Get Started...#

For this tutorial, you'll need: