Custom Deal CPQ
Custom Deal CPQ adds a deal record card that helps sales teams configure subscription plans, pricing, and quote details before creating a draft CPQ quote.
What it shows
Section titled “What it shows”- Existing quotes linked to the deal
- Draft and editable quote status
- Quote expiration and last modified dates
- Quote totals and total contract value
- Reconfigure actions for editable quotes
What you can do
Section titled “What you can do”- Create a new draft quote from the deal record
- Reconfigure an existing editable quote
- Select a quote template
- Set quote title, expiration date, and acceptance method
- Set contract start and end dates
- Set billing cycle and billing start date
- Select buyer contacts associated with the deal
- Search and add subscription products
- Review billing cycle amounts, annual amounts, and the billing schedule
- Open the draft or published quote in HubSpot
Requirements
Section titled “Requirements”Minimum HubSpot licence: Enterprise
This template is primarily a CRM card, so it requires an Enterprise licence. It also depends on access to deals, contacts, companies, products, quotes, and line items in HubSpot.
Required scopes
Section titled “Required scopes”| Scope | Reason |
|---|---|
crm.objects.deals.read | Read the deal record |
crm.objects.contacts.read | Read buyer contacts associated with the deal |
crm.objects.companies.read | Read the associated company |
crm.objects.products.read | Search subscription products |
crm.objects.quotes.read | Read existing quotes on the deal |
crm.objects.quotes.write | Create and update quotes |
crm.objects.line_items.read | Read quote line items |
crm.objects.line_items.write | Create and update quote line items |
crm.objects.owners.read | Resolve the creating user to a HubSpot owner |
How it works
Section titled “How it works”- The card loads all quotes already associated with the deal.
- When creating or editing a quote, it gathers buyer contacts, selected subscription products, and quote template data.
- Managed line items are rebuilt when the quote is saved so the draft quote reflects the chosen pricing and billing schedule.
- Accepted or paid quotes are not editable.