1. Prepare the Deal
Add the customer and the services you know. Line Items are helpful, but they are not required.
Justiqa for HubSpot
Turn a HubSpot Deal into an editable quotation
Bring the Deal, company, selected contact, and available Line Items into Justiqa. Review the quotation, adjust the services and prices, then share the client link—all without re-entering the CRM data.
A HubSpot administrator installs the app. Each user then connects their own Justiqa account.
Administrator setup
Install and enable the Deal card
Complete these steps once for each HubSpot account.
- 1
Install Justiqa
Select Install for HubSpot, choose the correct HubSpot account, review the requested permissions, and approve the connection. You must be a HubSpot Super Admin or have permission to install apps.
- 2
Add the Justiqa card to Deals
Installing the app does not automatically make its card visible. In HubSpot, open a Deal and select Customize. Edit the record layout, add Justiqa quotation to the Deal sidebar, then save or publish the layout for the intended users or teams.
- 3
Connect a Justiqa account
Open a Deal and select Connect Justiqa in the card. Sign in to an existing Justiqa account—or create one—and approve the connection. Each HubSpot user connects their own Justiqa account.
- 4
Test with a Deal
Use a Deal that has an associated contact and, optionally, Line Items. Select Create with Justiqa. The editable quotation opens in a new tab with the available Deal data.
Everyday use
Create, review, and share
2. Create the draft
Use the Deal card. If several contacts are associated, choose the one who should receive the quotation.
3. Review in Justiqa
Edit the imported draft normally. Justiqa remains the source of truth for quotation content and pricing.
4. Share with the client
Save the quotation, then email or copy its client link from the HubSpot card. The Deal shows the saved status and total.
Troubleshooting
The card is missing
Ask a HubSpot administrator to add the Justiqa quotation card to the Deal record layout.
The contact is missing
Associate the contact with the Deal in HubSpot, then reopen or refresh the Deal.
The quotation has no services
Add Line Items to the Deal before creating a new quotation, or add services directly in the Justiqa editor.
The connection expired
Use Connect Justiqa again. Existing quotations are not deleted when an account is reconnected.
Disconnect or uninstall
Disconnect the HubSpot account
A HubSpot administrator can open Settings → Integrations → Connected Apps, select Justiqa, then choose Uninstall and confirm the removal. This disconnects the HubSpot account and stops future data exchange. Existing Justiqa quotations are not deleted.
Need help? Contact Justiqa support or email support@justiqa.com.
Data and permissions
Justiqa reads the Deal, associated contact, company, and Line Items needed to create the draft. It writes only integration-owned Deal properties for the quotation ID, links, status, total, currency, and synchronization state. It does not automatically change the Deal stage, amount, close date, or Line Items.