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Quote Rocket Platform Guide – Page 3

Built for subscribers · Screens reflect your menu permissions

Quote Rocket brings your pipeline, quotes, customer portal, and team performance into one place. This guide walks through the screens you may already have access to—use it as a map of the platform and a refresher when you onboard new team members.

  • Daily work & CRM – Mission Control, My Dashboard, To-do, Companies, Contacts, Company Profile, Orbits
  • Quotes & branding – Quote Start, Quotes List, Defaults, PDF, Presentation Content
  • Portal & integrations – Customer Portal List, Subscriber Portal view, HubSpot Sync
  • Team & admin – Team List, Performance, Goals, Coach, Diary, User Listing, Manage Users

Portal & Integrations


Customer Portal List

Manage enrollment across all companies

Search your book, see portal users and last customer login, and open each company’s enrollment workspace in one click.
Subscriber Customer Portal – Subscriber View

Invite customers and share documents securely

Invite portal users, reset access, upload files (with optional signature), and track everything customers and your team exchange.

Integrations

Hubspot Sync

Keep HubSpot and Quote Rocket aligned

Connect once, sync companies, contacts, and quotes on demand, preview changes, and run large imports safely in the background.

Suggested Next Reading – Team & admin

  1. Integrations — Sync CRM data with HubSpot when your account includes it.
  2. Customer portal — Enroll customers and exchange documents securely online.