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In this tutorial, the presenter teaches how to create a custom quote template in HubSpot, requiring either the Professional or Enterprise version. To begin, log into the HubSpot account, click the gear icon for portal settings, and navigate to the quotes section under the objects dropdown. The setup process includes answering questions about default settings, such as the expiration period for quotes. Users with the Enterprise version have an option to require approval for all quotes, where they can select a specific user to perform this approval task. The tutorial then proceeds to the creation of the quote template.
