Getting Started with Quotr
Last updated: February 27, 2026
Quotr connects your HubSpot CRM to Google Docs, enabling you to generate professional quote documents from deal data in seconds. This guide walks you through setup and first use.
Step 1: Install Quotr from HubSpot Marketplace
Navigate to the HubSpot App Marketplace and search for "Quotr." Click Install App and authorize the requested permissions.
Required Scopes: Quotr needs read access to Deals, Contacts, Companies, and Line Items, plus write access to Quotes. These are requested during OAuth authorization.
Tip: After installing, refresh the Deals page. The Quotr card will appear in the sidebar of every Deal record in your portal.
After installing, Quotr will appear as a card in the sidebar of any Deal record in your HubSpot portal.
Step 2: Connect Your Google Account
Go to Settings → Connected Accounts in the Quotr dashboard and click Connect next to Google. Authorize Quotr to access your Google Drive and Google Docs.
Tip: Only grant the minimum permissions requested. Quotr will never access files outside your explicitly selected templates.
Permissions: Quotr requests permission to create and edit Google Docs files and to read files from your Drive. It does not access any files you haven't explicitly selected as templates.
Step 3: Upload or Create a Quote Template
Create a Google Doc that serves as your quote template. Use double-curly-brace placeholders where dynamic data should appear:
QUOTE: {{deal_name}}
Prepared for: {{contact_name}}
Company: {{company_name}}
Amount: {{deal_amount}}
Date: {{quote_date}}
Valid Until: {{expiration_date}}
{{line_items_table}}
Signature: _______________Once your template is ready, go to Templates in the Quotr dashboard and click Upload Template. Select your Google Doc to register it.
Tip: For best results, keep your template formatting simple. Quotr preserves all text styling when replacing placeholders.
Step 4: Navigate to a Deal and Generate a Quote
Open any Deal record in HubSpot. In the right sidebar, locate the Quotr card and click Generate Quote.
Tip: The sidebar card shows a quick summary of the deal name and amount before you open the full builder.
This opens the Quotr quote builder in a modal window. Here you'll see:
- HubSpot Data panel (left): Deal details, contact info, company info, and line items pulled directly from HubSpot.
- Template selector (top): Choose which template to use for this quote.
- Quote Preview (right): A live preview of how the final document will look.
- Field Mappings (bottom): Shows which HubSpot fields map to which template placeholders.
Click Generate Quote to create the Google Doc. Quotr copies your template, replaces all placeholders with real data, and creates a quote object in HubSpot.
Step 5: Send for E-Signature
After generating the quote, click Send for eSign. Quotr exports the Google Doc as a PDF and creates a signing request. The recipient receives an email with a link to sign electronically.
Tip: The recipient can sign from any device — desktop or mobile. The signing link expires after 30 days by default.
Track signature status from the Quotes dashboard. Statuses include: Draft, Sent, Viewed, Signed, and Expired.
Supported Placeholders Reference
Use these placeholders in your Google Docs templates. Quotr will replace them with live HubSpot data at quote generation time.
| Placeholder | Description | Source |
|---|---|---|
{{deal_name}} | Deal name from HubSpot | Deal |
{{deal_amount}} | Deal amount (formatted as currency) | Deal |
{{close_date}} | Expected close date | Deal |
{{deal_stage}} | Current pipeline stage name | Deal |
{{contact_name}} | Primary contact full name | Contact |
{{contact_email}} | Primary contact email address | Contact |
{{contact_phone}} | Primary contact phone number | Contact |
{{contact_title}} | Contact's job title | Contact |
{{company_name}} | Associated company name | Company |
{{company_domain}} | Company website domain | Company |
{{company_industry}} | Company industry | Company |
{{line_items_table}} | Formatted table of all line items | Line Items |
{{quote_date}} | Date the quote was generated | System |
{{expiration_date}} | Quote expiration (30 days default) | System |
{{quote_number}} | Auto-generated quote reference number | System |
Troubleshooting
"Quotr card not showing in HubSpot"
Ensure Quotr is installed on your HubSpot portal and that your user has permissions to view Deal records. Try refreshing the page or clearing your browser cache.
"Google Drive not connected"
Go to Settings → Connected Accounts and reconnect your Google account. Ensure you've granted the necessary Drive and Docs permissions.
"Placeholders not replaced"
Make sure your template uses the exact placeholder syntax: double curly braces with no spaces (e.g., {{deal_name}}, not {{ deal_name }}). Check for hidden formatting in Google Docs by using Edit → Find and Replace.
"Quote not appearing in HubSpot"
Verify that the Quotr app has crm.objects.quotes.write scope. Check the Quotr dashboard for any error messages on the failed quote.
Frequently Asked Questions
Can I use custom HubSpot properties?
Yes. In Settings → Field Mappings, you can add custom HubSpot properties and assign them unique placeholder names. Use those placeholders in your templates.
How many templates can I have?
Free plan: 1 template. Pro plan: Unlimited. Enterprise: Unlimited with team-level template permissions.
Does Quotr modify my HubSpot data?
Quotr only reads deal, contact, company, and line item data. The only write operation is creating a Quote object associated with the deal.
Is my data secure?
Yes. Quotr uses OAuth 2.0 for all integrations, encrypts data in transit (TLS 1.3) and at rest (AES-256). We are SOC 2 Type II compliant. See our Privacy Policy for full details.
Can I customize the quote expiration period?
Yes. The default is 30 days, but you can adjust this per-quote in the builder or set a global default in Settings.