HubSpot Quotes

Name: Quotes API
Brand: Quotes
Availability: InStock

✓ Official Vendor SpecCRMDeal Pipelineoauth2,apiKey11 EndpointsREST

Install Jentic One Beta

Connect the Quotes to your agent

Jentic One is a self-hosted execution layer for AI agents. It lets your agent call the Quotes, or any other public or private API you need. You set the rules, the agent never sees your credentials, and every call is logged.

Two steps, two machines. Install the instance in a safe environment, then register your agent from wherever it runs.

Step 1: Jentic One Host machine

# On the machine that will host your Jentic One instance:
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh

Step 2: Agent machine

# On the machine where your agent runs (keep this separate from the instance):
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh
jentic register       # connects your agent to your Jentic One instance

Jentic One is in public beta. The setup above keeps your agent separate from the instance, which is what you want before using real credentials: an agent running as the same OS user as Jentic One can read its stored keys directly. Just evaluating? A single local install is fine to start. See the secure deployment guide for the tiers.

Capabilities

What an agent can do with Quotes API.

Create a new quote tied to a deal with POST /crm/v3/objects/quotes

Retrieve a quote and its custom properties via GET /crm/v3/objects/quotes/{quoteId}

Update quote properties such as expiration date or status with PATCH /crm/v3/objects/quotes/{quoteId}

GET STARTED

Start building with Quotes API

Explore with Jentic

View OpenAPI Document

For Agents

Create, retrieve, update, search, and archive HubSpot CRM Quotes - the proposal documents that hold pricing and line items - including efficient batch operations against /crm/v3/objects/quotes.

Use for: I need to create a HubSpot quote for a $10,000 deal with three line items, Retrieve the quote attached to deal 12345, Search for all draft quotes that expire in the next 7 days, Update the status of a quote to PUBLISHED

Not supported: Does not handle invoice billing, payment collection, or e-signature workflows - use for managing CRM Quote records and their associations only.

Use Cases

Patterns agents use Quotes API for, with concrete tasks.

★ Automated Quote Generation From Closed-Won Pipeline

When a deal reaches a quote-ready stage in the HubSpot pipeline, an automation creates a Quote record with the right line items, expiration date, terms, and signer fields, then associates it with the deal and primary contact. The Quotes API exposes batch create so quarter-end pushes can generate dozens of quotes in one call. Typical creation time per quote is under a second through the API versus a few minutes per quote in the HubSpot UI.

Call POST /crm/v3/objects/quotes/batch/create with quote inputs containing hs_title, hs_expiration_date, deal association, and line item associations for each closed-won deal.

Quote Status Reporting and Reminders

Sales operations needs visibility into draft, pending, and signed quotes across the team, plus automated nudges for quotes nearing expiration. Using POST /crm/v3/objects/quotes/search with filters on hs_status and hs_expiration_date, an integration produces a daily report and triggers reminder emails for quotes expiring within 3 days. The search endpoint supports paging and sorting, so even pipelines with thousands of quotes can be reviewed efficiently.

Call POST /crm/v3/objects/quotes/search with a filter on hs_status equal to 'PENDING_BUYER_ACTION' and hs_expiration_date within 3 days, then return the matching quote list.

CPQ Sync With External Pricing Engine

Companies that maintain pricing logic in an external CPQ tool need to push the resulting quote into HubSpot so the deal record reflects the proposal. A scheduled job pulls priced quotes from the CPQ system and uses POST /crm/v3/objects/quotes/batch/upsert keyed by an external ID property to create new quotes or update existing ones. This avoids duplicates and keeps HubSpot the system of record for sales-facing quote status.

Call POST /crm/v3/objects/quotes/batch/upsert with idProperty set to an external_quote_id custom property and inputs containing the latest pricing fields for each external quote.

AI Agent Quote Lookup and Update

An AI sales assistant agent answers reps' questions like 'what's the latest quote for Acme?' and updates fields when asked. Through Jentic the agent searches for quote operations, loads the search and patch schemas, and executes a search by associated company, then a PATCH on the returned quoteId to change status or expiration. Jentic stores the OAuth token in its vault so the agent never sees the secret.

Search Jentic for 'find hubspot quote for company', load the search operation, query by associated companyId, then PATCH the returned quoteId to extend hs_expiration_date by 14 days.

Key Endpoints

11 endpoints — the hubspot crm quotes api lets sales teams and integrations programmatically create, read, update, archive, and search quote records - the documents that capture proposed pricing, terms, and line items presented to a buyer.

METHOD

PATH

DESCRIPTION

POST

/crm/v3/objects/quotes

Create a quote

GET

/crm/v3/objects/quotes/{quoteId}

Read a quote by ID

PATCH

/crm/v3/objects/quotes/{quoteId}

Update a quote

DELETE

/crm/v3/objects/quotes/{quoteId}

Archive a quote

POST

/crm/v3/objects/quotes/search

Search quotes with filters and sorting

POST

/crm/v3/objects/quotes/batch/create

Create many quotes in one call

POST

/crm/v3/objects/quotes/batch/upsert

Upsert quotes by unique property values

POST

/crm/v3/objects/quotes

Create a quote

GET

/crm/v3/objects/quotes/{quoteId}

Read a quote by ID

PATCH

/crm/v3/objects/quotes/{quoteId}

Update a quote

DELETE

/crm/v3/objects/quotes/{quoteId}

Archive a quote

POST

/crm/v3/objects/quotes/search

Search quotes with filters and sorting

Why Jentic?

Three things that make agents converge on Jentic-routed access.

Credential isolation

Your HubSpot access token or private app token is stored once, encrypted, by your own Jentic One instance and injected at execution time. It never enters the agent's prompt, logs, or context.

Intent-based discovery

Agents search Jentic by intent such as 'create a HubSpot quote' or 'update a quote record', and Jentic returns the matching Quotes operation with its input schema so the agent calls the right endpoint without browsing the reference docs.

Time to first call

FAQs

Specific to using Quotes API through Jentic.

What authentication does the HubSpot Quotes API use?

It supports OAuth 2.0 (recommended for public apps) and HubSpot private app access tokens passed as a Bearer token in the Authorization header. Through Jentic the token is stored encrypted in the vault and injected at execution time so the agent never holds the raw secret.

Can I associate line items with a quote through the Quotes API?

Yes. Quotes are CRM objects that support associations, so you create the line items via the Line Items API and pass association inputs when calling POST /crm/v3/objects/quotes or POST /crm/v3/objects/quotes/batch/create. You can also associate quotes with deals, contacts, and companies in the same call.

What are the rate limits for the HubSpot Quotes API?

HubSpot enforces 100 requests per 10 seconds for OAuth apps and 190 per 10 seconds for private apps on Enterprise tiers, plus daily quotas. Use the batch endpoints (batch/read, batch/create, batch/upsert) to stay well under these limits when working with many quotes.

How do I find a quote attached to a specific deal through Jentic?

Search Jentic for 'find hubspot quote by deal', load the POST /crm/v3/objects/quotes/search operation, and execute it with a filter on associations.deal equal to your dealId. Jentic returns typed quote records you can then PATCH or read.

Can I create a quote and its line items in a single API call?

You create line items separately via the Line Items API, but you can pass their IDs as associations on POST /crm/v3/objects/quotes so they are linked to the quote at creation time. To do everything in one logical step, use a batch flow that creates line items first, then creates the quote with their IDs.

Does archiving a quote with DELETE /crm/v3/objects/quotes/{quoteId} delete it permanently?

No. Archive is a soft delete - the quote is removed from default lists and search results but can be restored within HubSpot's retention window. To permanently remove records you must use HubSpot's GDPR delete process, not the standard archive endpoint.

Can I limit what my agent is allowed to do with the HubSpot Quotes API?

Yes. Because you run Jentic One yourself, your own rules decide which Quotes operations and credentials the agent may use. Since the quote id sits in the URL path (/crm/v3/objects/quotes/{quoteId}), you can pin the agent to reading and updating a single quote, and you choose exactly which operations it may call. That means destructive calls like deleting a quote with DELETE /crm/v3/objects/quotes/{quoteId} or a batch upsert stay off the table unless you explicitly grant them.

HubSpot Quotes

Connect the Quotes to your agent

Capabilities

Start building with Quotes API

Use Cases

Key Endpoints

Why Jentic?

Related APIs

FAQs