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HubSpot catalogue, quotes and invoice tracking v1.0.0

Use this resource to create a product catalogue, build quotes and track invoices in HubSpot

New

  • 315 downloads
  • 164 likes
  • 244 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install quote-invoice-subscription-workflow

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent creates the product catalogue, assembles quotes with their line items and deal associations, then tracks invoices and subscriptions through to revenue, using the hubspot CLI. Bulk writes rely on the bulk-operations skills. You get a consistent quote-to-invoice cycle.

Mostly picked by

Updated November 2, 2026

Card for the “HubSpot catalogue, quotes and invoice tracking” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • resources/q2c-essentials.md: six-field cheat sheet and association directions
  • SKILL.md: creating the catalogue, then line items and the quote
  • SKILL.md: tracking outstanding, overdue and last-30-day invoices

Good fit for

  • You send quotes to clients and want them linked to deals
  • You want to find overdue invoices without using the interface

Not for

    Tags

    • quotes
    • invoices
    • catalogue
    • subscriptions
    • hubspot

    About

    You say

    “Create a quote of three products for the Acme deal, then list this client's overdue invoices.”

    Card for the “HubSpot catalogue, quotes and invoice tracking” skill

    Skill published by hubspot under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to create a product catalogue, build quotes and track invoices in HubSpot
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.8 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • resources/q2c-essentials.md2.2 KB
    • SKILL.md6.7 KB

    Origin and licence

    Listed unmodified

    Author
    hubspot
    Source
    github.com/hubspot/agent-cli-skills/tree/b310eb544776345b512163e1db99badf712068d0/quote-to-cash
    Licence
    Apache-2.0

    Notice

    « quote-to-cash » (hubspot, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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