Create CPQ quotes

Supported products

Requires one of the following products or higher.

Commerce Hub -Professional

Scope requirements

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Changes for CPQ quotes

• When creating a CPQ quote, you must set hs_template_type to CPQ_QUOTE at the time of creation. This automatically sets the quote to use a CPQ template. CPQ quote templates cannot be created via the API. Learn how to manage CPQ quote templates in HubSpot.
• While many of the existing legacy quote properties are supported for configuring CPQ quotes, there’s a new set of CPQ-specific properties, which replaces some legacy properties.

• A CPQ quote must include line item, contact, and deal associations. For quotes that require signatures, you’ll also need to associate a signing contact.
• Currently, one-time discounts, taxes, fees, and payment schedules are not supported for CPQ quotes. You can still set discounts and tax rates on individual line items.
• If you want to associate a specific quote template with a quote, you can only do so at the time of creation. The quote template’s, properties, content, and associations will be added to the quote as supplemental information, with properties set on the quote overriding the quote template’s settings.

• A CPQ quote created via the API will automatically be set to DRAFT. Other states such as PENDING_APPROVAL,APPROVED, and REJECTED are primarily managed via the UI and approval workflows.
• The state will automatically be updated to ACCEPTED when the buyer accepts the quote.

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Create a CPQ quote

• hs_title
• hs_expiration_date
• hs_template_type (must be set to CPQ_QUOTE)

{
  "properties": {
    "hs_title": "My CPQ quote",
    "hs_expiration_date": "2026-09-30",
    "hs_template_type": "CPQ_QUOTE"
  }
}

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Enable e-signatures

{
  "properties": {
    "hs_title": "My custom quote",
    "hs_expiration_date": "2026-09-30",
    "hs_template_type": "CPQ_QUOTE",
    "hs_acceptance_method": "clickwrap"
  }
}

• clickwrap: renders a button on the quote to allow the buyer to accept by clicking (no signature).

• esignature: renders a button on the quote that triggers an e-signature flow. This option requires at least one buyer contact to be associated with the quote as a signer. You can add one or more countersigners via the HubSpot UI to capture seller signatures.

• print_and_sign (default): renders fields intended for printing and signing. This option requires at least one buyer contact to be associated with the quote as a signer. You can add one or more countersigners via the HubSpot UI to capture seller signatures.

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Enable payments

{
  "properties": {
    "hs_title": "Quote with CC payment",
    "hs_expiration_date": "2026-09-30",
    "hs_template_type": "CPQ_QUOTE",
    "hs_acceptance_method": "clickwrap",
    "hs_billing_enabled": true,
    "hs_payment_enabled": true,
    "hs_payment_type": "HUBSPOT",
    "hs_allowed_payment_methods":"CREDIT_OR_DEBIT_CARD",
    "hs_collect_billing_address": true
  }
}

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Quote associations

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Set associations when creating a quote

{
  "properties": {
    "hs_title": "My CPQ quote",
    "hs_expiration_date": "2026-09-30",
    "hs_template_type": "CPQ_QUOTE"
  },
  "associations": [
    {
      "to": {
        "id": 123456789
      },
      "types": [
        {
          "associationCategory": "HUBSPOT_DEFINED",
          "associationTypeId": 69
        }
      ]
    },
    {
      "to": {
        "id": 28973222148
      },
      "types": [
        {
          "associationCategory": "HUBSPOT_DEFINED",
          "associationTypeId": 64
        }
      ]
    },
    {
      "to": {
        "id": 24417508135
      },
      "types": [
        {
          "associationCategory": "HUBSPOT_DEFINED",
          "associationTypeId": 67
        }
      ]
    }
  ]
}

​

Associating after creation

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Quote properties

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CPQ properties