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How to Create a Quote from a HubSpot Deal with Multiple Organizations in PSOhub

Learn how to create a quote from a HubSpot deal when your PSOhub account has multiple organizations

Published: 1 June 2026

Audience

  • Admin

  • Controller

  • Project Manager

  • Sales Rep

Objective

This article explains how to create a quote from a HubSpot deal in PSOhub when your account includes multiple organizations. It covers the required HubSpot integration setting and the three-step Quick Setup.

Prerequisites

You must have Admin access in PSOhub to configure the HubSpot integration setting.

 HubSpot must be connected to PSOhub.

A deal must exist in HubSpot before you begin.

 At least one contract template must be configured in PSOhub.

Steps

Configure HubSpot sharing for multiple organizations

Before creating a quote, confirm that your HubSpot connection is shared across all child organizations. This step is only required once per PSOhub account.

  1. Click the gear icon in the menu bar and select Marketplace & Integrations.
  2. Click Settings in the HubSpot tile.
  3. Enable the Share HubSpot connection with all child organizations toggle.
  4. Click Save.

📌 Note: If the toggle is already enabled, proceed directly to the next section.

Create the quote

  1. Click Quotes in the main menu.
  2. Click Create.
  3. Click the HubSpot tile.
  4. In the search field, type the deal name and click Search.
  5. Select the deal from the search results.
  6. Complete Quick Setup

Result

The quote is created and opens with the selected contract template applied. The associated HubSpot deal is linked to the quote. You can now configure the contract, set up the budget, and prepare the quote for preview and publishing.

Troubleshooting

The HubSpot tile is not visible when creating a quote.
Confirm that HubSpot is connected to PSOhub. Go to Settings > Marketplace & Integrations and check that the HubSpot integration is active. If it is not connected, contact your PSOhub administrator.

The deal does not appear in the search results.
Check that the deal exists in HubSpot and that the spelling in the search field is correct. If your PSOhub account has multiple organizations, confirm that the Share HubSpot connection with all child organizations toggle is enabled in the HubSpot integration settings.

No contract templates are available in Step 2.
At least one contract template must exist in PSOhub before a quote can be created. Ask your administrator to set up a template under Settings > Templates.

Frequently Asked Questions

Can I create a quote without linking it to a HubSpot deal?
Yes. When you click Create in the Quotes overview, select a different tile instead of HubSpot to create a quote manually or from another CRM source.

What happens to the contract template after the quote is signed?
The contract template structure, billing types, and any installment or retainer dates configured in the quote carry over automatically when the quote is promoted to a project.

Can I change the organization assigned to the quote after it is created?
The business unit can be updated by editing the quote details. Navigate to the left-hand pane and click Edit to change the Business Unit field.

Next Steps

✅ Configure and publish your quote
How to edit quote details, set up contract lines, add your budget, and publish the quote.
HubSpot quote: How to configure and publish a quote in PSOhub

✅View the profitability of a quote
Sales Reps and PMs will want to check margin after setting up the contract
Quote Profitability: How to view estimated profitability in PSOhub

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