Custom cards & portals
Quotes in minutes, not spreadsheets.
Custom cards on your deal records (UI extensions) and secure client portals let your team configure quotes, upload files and share progress — without leaving HubSpot, and without giving outsiders CRM access.
- Stripe payment links inside HubSpot
- Top Rated on Upwork
- US business hours
The problem
HubSpot doesn't know your pricing rules. Your reps do — in a spreadsheet.
- Quotes take hours and contain errors.
- Files live in email threads, not on the deal.
- Partners or reps need CRM data but shouldn't have CRM seats.
- Clients email to ask for status updates.
What you get
What I deliver
Dynamic quote card
Pricing rules, limits and conditions enforced on the deal.
Automated email chain
Follow-up starts after the quote without a reminder.
Payment links
Stripe links generated for each quote.
File & folder management
Files and folders live on each deal.
Secure client / partner portal
Outsiders see their own data and nothing else.
Role-based views
Owners and reps each see what they need.
How it works
How it works
- 1
Capture pricing rules & roles
Write down the rules reps keep in their heads.
- 2
Prototype the card
A clickable version on a real deal.
- 3
Build serverless logic & UI
Rules enforced server-side, UI built in React.
- 4
Pilot with real deals
Tested on live work before wider rollout.
Related work
Where I've done this before
IllustrativeIndustrial / B2BA custom deal card that builds quotes and starts the follow-up
Reps configure options on the deal; the card builds the quote and kicks off the follow-up.
- UI Extensions
- Serverless functions
- External database
IllustrativeHospitality & LeisureA golf-course quote generator with Stripe payments, inside HubSpot
Personalized quotes, secure Stripe payment links and automated recurring billing — all managed from HubSpot.
- Stripe
- HubSpot
- Sequences
IllustrativeSales organizationA sales portal that runs on HubSpot — without HubSpot logins
Owners and reps manage deals in real time through a portal; HubSpot stays the secure system behind it.
- HubL
- HubSpot CMS
- Files API
IllustrativeProfessional ServicesA secure client portal with per-deal folders, files and passwords
One click on a deal creates a client's folder, files and secure access.
- React
- Serverless functions
- Custom modules
Fit
Is this right for you?
A good fit if
- Quotes depend on rules HubSpot cannot model
- Partners need data without CRM seats
Probably not a fit if
- Native HubSpot quotes already cover your pricing — I'll tell you so.
FAQ
Common questions
What would your perfect deal record look like?
30 minutes. You show me how things work today; I'll tell you what I'd fix first and roughly what it takes — no pitch deck.
Almost always reply within 24 hours