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In this HubSpot tutorial, the focus is on creating a custom quote template. To begin, users need to log into their HubSpot account and access portal settings by clicking the gear icon. From there, navigate to the objects dropdown and select quotes. The setup process includes configuring default settings, such as the expiration period for quotes after creation. An Enterprise feature allows users to require approval for all quotes, enabling selection of a specific approver within the HubSpot account. The tutorial provides a step-by-step guide, highlighting these key functions available for users looking to customize their quoting process effectively.
