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In today's HubSpot tutorial, the focus is on creating a custom quote template. While quotes can be created in the Sales Starter Hub, custom templates require Professional or Enterprise versions. To begin, users should log into their HubSpot account, click the gear icon for portal settings, and navigate to the quotes section under objects. Users will need to set default parameters, such as the expiration period for quotes. For Enterprise users, there is an option to require quote approval, allowing the selection of a specific user responsible for approvals. The tutorial then proceeds to guide users on managing quote templates.
