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Trident Process
QUOTE
MANAGER
Generate quote numbers · Log to HubSpot · Close deals
Generate Quote
Submit PO
Quote Log
Settings
New Quote
Sales Engineer
JG
Jeff Girman
CM
Clayton Miller
JE
Justin Evans
TA
Troy Adcock
MC
Mark Cody
Quote Type
Loading pipeline stages…
Customer / Company Name
Supplier
Loading suppliers…
Manufacturer Quote #
Quote Description
Estimated Value ($)
Attach Quote Documents
📎
Click to browse or
drag & drop
Up to 10 files — PDF, Word, Excel, or image
Generate Quote Number
✓ Quote Number Generated
Copy Number
+ New Quote
PO Received — Close Deal
⚡ Enter the quote number from the original quote. This will mark the deal as Closed Won in HubSpot.
Quote Number
PO Number
Final PO Value ($)
Attach PO Documents
📄
Click to browse or
drag & drop
Up to 10 files — PDF, Word, Excel, or image
Mark as Closed Won in HubSpot
All Quotes
HubSpot Connection
Connected via secure server token
Pipeline Selection
Loading pipelines…
Closed Won Stage
Select a pipeline to load stages.
Test HubSpot Connection