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In this HubSpot tutorial, the focus is on creating a custom quote template. Users need to have either Professional or Enterprise access, as quotes can be created on the Sales Starter Hub, but custom templates are restricted to the higher tiers. To start, log into your HubSpot account and navigate to the portal settings by clicking the gear icon. Then, go to the objects drop-down menu and select "quotes." Users can set default settings, including the expiration timeframe for quotes. Additionally, if on Enterprise, users can require approval for all quotes, selecting a specific user for this approval process. The tutorial continues with instructions on customizing the quote template.