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Commerce Hub Training

How to get started with the HubSpot Commerce Hub

This training is aimed at CRM admins who are new to HubSpot or at companies that already use HubSpot and want to know how to use the features of HubSpot's Commerce Hub.

The following topics are covered in the Commerce Hub training:

Module

Description
Products

> Creating product attributes
> Creating fixed-price products
> Creating products with tiered pricing
> Creating products with recurring billing
Quotes > Creating quote attributes
> Editing quote templates
> Using quote attributes in quotes
> Customizing quote attributes by the buyer (e.g., billing contact, company, VAT ID, etc.)
> Adding documents to quotes
> Using HubSpot AI for quote creation
Breeze Closing Agent

> AI agent configuration
> Customize knowledge sources according to the offer
Invoices > Creating invoice properties
> Customizing invoice templates
> Adjusting invoice settings based on a template
Credit Memos > Credit Memo Properties
> Credit Memo Creation
Payment Links > Setting up payment links for products/services
> Managing and using payment links for direct ordering of products/services
Subscriptions > Creating subscription properties
> Creating and managing subscriptions
Commerce-Analytics > Standard reports in Commerce Analytics

The Commerce Hub training is limited to one online session via MS Teams of up to two hours.

Additional Services:

  • Custom Quote Template Creation: We would be happy to set up a custom quote template for your quotes. Please contact us with your request.

  • Quote Automation: Do you create many quotes and would like practical automation to simplify your daily work? Contact us and we will create a customized offer for you.

  • Sales Automation Concept: Do you want to, or have you already, mapped your sales process in HubSpot? But it's still not highly automated? Then come to us and we will create a highly automated process based on your current process.

  • HubSpot Coaching: Would you like to discuss your CRM topics with us regularly (quarterly), benefit from our experience and best practices, and receive support from us for complex challenges? Then ask specifically about our coaching packages.