HubSpot quotes in a live spreadsheet
Add the Quotes table to a sheet as a data source named quotes and its 24 columns become names your formulas, pivot tables and charts use. Sheets reads it from your HubSpot account each time the sheet opens or refreshes.
Each account's columns are its own HubSpot properties, custom ones included. The columns listed here are HubSpot's standard properties; custom objects are tables too (Enterprise).
Formulas on this table
=data.quotes.sum(quote_amount) Total quote amount. Adds up the Quote amount column over every row of Quotes.
=data.quotes.sum(quote_amount, quote_status, A2) Quote amount per quote status. With a quote status in A2, the total for that one. Fill it down next to a list of them.
=list.quotes(quote_status) Every quote status, once. Spills the distinct quote status values down the column: the row labels for the formula above.
=data.quotes.sum(quote_amount, expiration_date, ">=2026-01-01") Since a date. Only rows whose Expiration date is on or after 1 January 2026. Criteria such as ">=", "<" and "<>" work as in any spreadsheet.
=data.quotes.count(record_id, quote_status, "<>") Rows with a quote status. Counts the rows whose Quote status is not empty.
=data.quotes.avg(deal_amount) Average deal: amount. avg, min, max, count, countd (distinct) and first work the same way as sum.
Columns
| Column | In formulas | Type |
|---|---|---|
| Record ID | record_id | Text |
| Create date | create_date | Date and time |
| Currency | currency | Text |
| Expiration date | expiration_date | Date |
| Last modified date | last_modified_date | Date and time |
| Quote amount | quote_amount | Number |
| Quote name | quote_name | Text |
| Quote number | quote_number | Text |
| Quote owner | quote_owner | Text |
| Quote status | quote_status | Text |
| Sender email | sender_email | Text |
| Associated deals | associated_deals | Text |
| Associated deal IDs | associated_deal_ids | Text |
| Deal ID | deal_id | Text |
| Deal: Deal name | deal_deal_name | Text |
| Deal: Deal stage | deal_deal_stage | Text |
| Deal: Pipeline | deal_pipeline | Text |
| Deal: Amount | deal_amount | Number |
| Deal: Close date | deal_close_date | Date and time |
| Deal: Deal owner | deal_deal_owner | Text |
| Associated companies | associated_companies | Text |
| Associated company IDs | associated_company_ids | Text |
| Associated contacts | associated_contacts | Text |
| Associated contact IDs | associated_contact_ids | Text |
Other commerce tables
Your quotes, live
Contacts, companies, deals, tickets and activities become tables that formulas, pivot tables and charts read directly, opened inside HubSpot. Your numbers stay current without exporting.