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Add a HubSpot Quote

Written by Joice

Adding a HubSpot Quote to an Aligned room allows sales teams to present commercial information in a clear, structured, and buyer-friendly way. With the dedicated HubSpot Quote section, quotes are easier to add, easier to read, and more visible throughout the sales process.

Prerequisites & Requirements

  • Plan: Available for all plans.

  • Technical Specs:

    • HubSpot Quotes must be accessible via a valid HubSpot Quote URL.

    • No HubSpot integration required.


How to Add a HubSpot Quote to a Room

  1. Open an existing Aligned room.

  2. Click Add Section.

  3. Select HubSpot Quote from the section types.

  4. Paste the HubSpot Quote URL.

Aligned embeds the quote automatically. Buyers can view the quote directly inside the room.

HubSpot Quote Section Behavior

Dedicated HubSpot Quote Section

The HubSpot Quote section is designed specifically for HubSpot Quotes. It provides a larger viewing area that improves readability and avoids cramped layouts, creating a smoother and more focused buyer experience when reviewing pricing and commercial details.

Quotes are view-only inside Aligned:

  • No editing

  • No signing

  • No changes can be made from within Aligned

Embedding HubSpot Quotes in Other Sections

HubSpot Quotes can also be embedded via URL in existing sections:

  • Carousel section

  • Large section


Permissions & Access

Action

Who Can Do It

View HubSpot Quote

Anyone with access to the room

Add HubSpot Quote section

Users who can edit the room


Troubleshooting & Common Questions

The quote doesn't fit well in the section.

HubSpot Quotes embedded in standard sections (such as Large or Carousel) may appear constrained or harder to read. For the best viewing experience, use the dedicated HubSpot Quote section, which is specifically designed to improve readability and reduce visual clutter.

Can I edit or sign the quote inside Aligned?

No. HubSpot Quotes are view-only in Aligned. All editing, approval, and signing actions must be completed directly in HubSpot.

Can I add more than one HubSpot Quote to a room?

Yes. You can add multiple HubSpot Quotes to the same room by adding additional HubSpot Quote sections.

Can I update or replace a HubSpot Quote after it's added?

Yes. Edit the section and paste a new HubSpot Quote URL to replace the existing one.

Who can add a HubSpot Quote to a room?

Users who have edit access to the room can add or modify HubSpot Quote sections.

Is this supported on mobile?

HubSpot Quotes follow the existing embed behavior on mobile devices.


Pro Tips

  • Use the dedicated HubSpot Quote section for the best buyer experience — it's larger and easier to read than embedding in a standard section.

  • You can add multiple quotes to the same room if needed by adding additional HubSpot Quote sections.

  • Always complete any editing, signing, or approvals directly in HubSpot before sharing the room with your buyer.

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