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HubX · Quotations

Quote, approve, order.

Build a quote from the catalog in the customer's context, send it for approval and convert the approved quote to an order. Prospects, prospect contacts and terms and conditions live in the same area.

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Actual HubX UIDemo data
HubX quotations: tabs for quotations, prospect contacts and terms, pipeline totals awaiting approval and approved in the last 30 days, and a quotation list with status. Demo data.
Quotations. Quotes for customers and prospects, what is awaiting approval, what was won, and each quote's status. Captured November 2026. Close-up of part of the screen.

Quotations

Actual HubX UI · Demo data · Captured November 2026

HubX quotations: tabs for quotations, prospect contacts and terms, pipeline totals awaiting approval and approved in the last 30 days, and a quotation list with status. Demo data.

The flow

From draft to order.

  1. 1

    Build

    Add products from the catalog for a customer or a prospect.

  2. 2

    Send

    Send the quote for customer approval, with terms and conditions attached.

  3. 3

    Convert

    Approved quotes become a cart and an order.

On the page

Pipeline figures shown above the list.

Awaiting approval
Open pipeline and quote count
Approved / won
Last 30 days
Won over time
Last 3, 6 and 12 months

Related pages

Next step

See it with your own scenario.

Request a demo. The team replies by email to arrange a time.

Request a HubX demo