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In this tutorial, you'll learn how to create a custom quote template in HubSpot. Although quotes can be created in the Sales Starter hub, custom templates require Professional or Enterprise subscriptions. To begin, log into your HubSpot account, click the gear icon for portal settings, and navigate to the 'Quotes' section under the 'Objects' dropdown. You'll be prompted to set default settings, such as the expiration period for quotes. If you have an Enterprise subscription, you can also enable a feature that requires approval for all quotes, allowing you to designate a user responsible for this approval. The focus of the tutorial then shifts to customizing the quote template.
