PSOhub

Directly in PSOhub without a CRM deal/opportunity

With a deal/opportunity from HubSpot, Salesforce or Dynamics 365.

- Directly in PSOhub without a CRM deal/opportunity
- With a deal/opportunity from HubSpot, Salesforce or Dynamics 365.

The creation of a quote (or Statement of Work) will always follow the five steps below:

<a href="https://help.psohub.com/en/articles/4008618-setting-up-contract-templates-from-psohub-settings">Define your contract</a>

Select your <a href="https://help.psohub.com/en/articles/4047544-manage-the-team-members-of-your-project">team members</a> and define your rates (optional)

Set up your <a href="https://help.psohub.com/en/articles/5267599-workload-sheet-create-a-detailed-budget-and-plan-resources">budget</a><a href="https://help.psohub.com/en/articles/5267599-workload-sheet-create-a-detailed-budget-and-plan-resources"> / resource planning</a> (optional)

Create your <a href="https://help.psohub.com/en/articles/4752111-task-board-templates">project's tasks</a> (optional)

Identify your sales rep and project manager.

1. <a href="https://help.psohub.com/en/articles/4008618-setting-up-contract-templates-from-psohub-settings">Define your contract</a>
2. Select your <a href="https://help.psohub.com/en/articles/4047544-manage-the-team-members-of-your-project">team members</a> and define your rates (optional)
3. Set up your <a href="https://help.psohub.com/en/articles/5267599-workload-sheet-create-a-detailed-budget-and-plan-resources">budget</a><a href="https://help.psohub.com/en/articles/5267599-workload-sheet-create-a-detailed-budget-and-plan-resources"> / resource planning</a> (optional)
4. Create your <a href="https://help.psohub.com/en/articles/4752111-task-board-templates">project's tasks</a> (optional)
5. Identify your sales rep and project manager.

Once your quote has been digitally signed by your customer, a project will automatically be created with the above quote information carried across. The quote (or statement of work) will become the project used for <a href="https://help.psohub.com/en/articles/4746922-introduction-to-time-expenses">tracking hours and expenses</a> and later <a href="https://help.psohub.com/en/articles/4055881-invoicing-in-psohub">invoicing</a>.

<a href="https://help.psohub.com/en/articles/6358993-create-a-quote-in-psohub-without-a-crm-deal-opportunity">Create a quote in PSOhub without a CRM deal/opportunity</a>

<a href="https://help.psohub.com/en/articles/6361291-create-a-quote-from-a-hubspot-deal">Create a quote from a HubSpot deal</a>

<a href="https://help.psohub.com/en/articles/6364938-create-a-quote-in-psohub-with-multiple-organizations-from-a-hubspot-deal">Create a quote in PSOhub with multiple organizations from a HubSpot deal</a>

<a href="https://help.psohub.com/en/articles/6361635-create-a-quote-from-a-salesforce-opportunity">Create a quote from a Salesforce opportunity</a>

<a href="https://help.psohub.com/en/articles/6362859-create-a-quote-from-a-dynamics-365-opportunity">Create a quote from a Dynamics 365 opportunity</a>

<a href="https://help.psohub.com/en/articles/6365745-quote-settings-notifications">Quote settings and notifications</a>

<a href="https://help.psohub.com/en/articles/6362928-publish-a-quote">Publish a quote</a>

<a href="https://help.psohub.com/en/articles/6365725-sign-or-decline-a-quote">Sign or decline a quote</a>

<a href="https://help.psohub.com/en/articles/8135568-how-to-extend-a-submitted-quote-that-has-expired">Extend a submitted quote that has expired</a>

<a href="https://help.psohub.com/en/articles/6365731-delete-a-quote">Delete a quote</a>

<a href="https://help.psohub.com/en/articles/6365734-revoke-a-quote">Revoke a quote</a>

<a href="https://help.psohub.com/en/articles/6378110-copy-a-quote">Copy a quote</a>

<a href="https://help.psohub.com/en/articles/6627733-view-the-profitability-of-your-quotes">View the profitability of your quotes</a>

<a href="https://help.psohub.com/en/articles/6643823-tags-in-quotes">Tags in quotes</a>