HubSpot's quotes tool is one of the most common setups I see with clients. When HubSpot is connected to a CRM pipeline, reps can generate a quote directly from a deal record, share it with the buyer, and collect a signature without leaving the platform. It keeps the paper trail clean and the deal moving.
Where quotes fall down is the follow-up. The quote goes out, the buyer says they'll get back to you, and then nothing happens. The rep gets busy. Days pass. The quote expires or just sits there. Nobody closed it because nobody followed up at the right time.
This is where HubSpot's latest Revenue Hub release can help.
What shipped
HubSpot has released automated quote reminders, now generally available in Revenue Hub Professional and Enterprise. Source: HubSpot Community, June 27, 2026.
The feature lets admins configure a default reminder schedule once in settings. Once it's set, every quote your team sends will automatically trigger reminder emails to the buyer based on that schedule — no rep intervention required. Reminders can be timed off the send date ("send a reminder 3 days after the quote goes out") or relative to the expiration date ("remind them 2 days before this expires").
Reps still have visibility. From the quote record, they can see exactly when the next reminder is scheduled to fire. If a specific deal needs different handling, individual reminders can be toggled off per quote without changing the default for everyone else.
Why this matters
When following up on a quote depends on a rep remembering to do it, some reps will forget, some will deprioritize it when things get busy, and some deals will quietly die because nobody chased a signature. That's predictable failure.
There's also a visibility benefit worth calling out. When the system tracks when reminders fire and how buyers respond, that activity feeds back into the deal record. You can see which quotes are being ignored and which buyers are actively engaging without waiting for the rep to tell you.
How to set it up
- Go to your HubSpot settings.
- Navigate to Objects > Quotes > Reminders.
- Under Reminder schedule, click + Add reminder.
- Choose whether the reminder fires a set number of days after you send the quote or before the quote expires.
- Set the number of days and the time of day for delivery (time zone pulls from your account settings).
- Add multiple reminders to create a sequence, for example: Day 3 after sending, Day 7 after sending, and 2 days before expiration.
- Save. The schedule applies automatically to all future quotes.
To turn off reminders entirely, toggle the Send automated reminders to quote recipients switch off in the same settings panel. Per-quote overrides live on the individual quote record, where reps can see the next scheduled reminder and disable it if the deal warrants different treatment.
What to watch
This feature requires Revenue Hub Professional or Enterprise.
One practical thing to get right before you set a default schedule: who is receiving the reminder? The system sends to whoever is listed as the quote recipient. If the quote went to a procurement contact but the actual decision is happening with someone else, the reminder goes to the wrong inbox. Get recipient targeting right before you configure any schedule.
Also worth reviewing: reminder cadence is not one-size-fits-all. A Day 3 and Day 7 reminder works for a fast-moving transactional deal but may come across as pushy in a relationship-heavy deal where the buyer asked for time. Set a sensible default, communicate it to your reps, and make sure they know how to override it at the deal level when needed.
Where to go next
If you're already on Revenue Hub Professional or Enterprise, log into your HubSpot settings and configure your default reminder schedule now. If you're evaluating Revenue Hub CPQ, this is one more concrete capability on the list, alongside native contracts, custom quote modules, and the new Billing Portal in public beta.
If you want help thinking through your Revenue Hub rollout or quote process, reach out to Craig.
Craig Leabig : Jun 30, 2026 12:45:00 AM
