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@pasar6987/hubspot-quotes
HubSpot CRM quote dimensions and metrics — quote status, e-signature tracking, payment status, approval workflows, template usage, and quote-to-close conversion analysis.
Native (downloadable) · Latest 1.0.0 published Mar 4, 2026 · 1 datasets / 6 measures in the latest preview · Updated Mar 11, 2026
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@pasar6987/hubspot-quotes
HubSpot Quotes — the proposal and pricing document layer that bridges deals to signed agreements, tracking quote lifecycle from draft creation through approval workflows, electronic signature collection, and payment processing, with template analytics and conversion metrics that optimize your quoting-to-close process.
Overview
| Count | |
|---|---|
| Datasets | 1 |
| Dimensions | 17 |
| Metrics | 6 |
| Relationships | 0 |
Datasets
Quote
Quote proposal management — quote titles, statuses, amounts, currencies, expiration dates, sender information, payment and e-signature status, template types, payment terms, language settings, and lifecycle dates that govern the proposal-to-signature process.
- Dimensions: 17
- Metrics: 6
Metrics
- total_quotes — The total count of quotes generated.
- quotes_sent — The number of quotes that have been sent to prospects.
- quotes_signed — The number of quotes that have been electronically signed.
- quote_to_close_rate — The percentage of sent quotes that resulted in a closed-won deal.
- total_quoted_amount — The sum of quote amounts across all quotes.
- average_quote_amount — The average monetary value of quotes generated.
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