With this package, you'll be able to automate the recreation of open legacy quotes into their new CPQ versions, enable much more functionality with HubSpot's new Revenue Hub.
No more manual finance handoffs: Unlike the old static quotes, the new system automatically handles billing and invoicing the second a client signs.
No more mismatched deals: The new engine locks your quote and deal line-items in 100% sync—preventing the broken forecasting numbers we used to get with old quotes.
A frictionless signing experience: Replaces the old, rigid PDF-style look with modern, interactive web quotes that are way easier for clients to approve on any device.
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Most HubSpot accounts have hundreds of quotes stuck in the old format — and that means missing out on everything Revenue Hub has to offer: contracts, MRR reporting, and automated billing. Teams hold off on making the switch because they don't know how to bring their existing quote history along for the ride. Our setup automatically migrates open legacy quotes into CPQ format — line items, contacts, companies, and terms fully intact.
Our setup ensures that:
WFill out the form and we'll get your portal set up. Whether you have 10 open deals or 500, the migration runs automatically — no manual rework on your end.
We'll confirm your access, run a test migration on one deal so you can see it live, and hand off the workflow with a short call.
