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Trident Process
QUOTE
MANAGER
Generate quote numbers · Log to HubSpot · Close deals
Generate Quote
Submit PO
Update Deal
Upload Docs
Settings
New Quote
Sales Engineer
JG
Jeff Girman
CM
Clayton Miller
JE
Justin Evans
TA
Troy Adcock
MC
Mark Cody
JS
Josh Staimpel
Quote Type
RFQ
Budget Quote
Firm Quote
Customer / Company Name
Primary Contact
Supplier
Loading suppliers…
Manufacturer Quote #
Quote Description
Estimated Value ($)
Serial Number
Attach Quote Documents
📎
Click to browse or
drag & drop
Up to 10 files
Generate Quote Number
✓ Quote Number Generated
Copy Number
+ New Quote
PO Received
With Quote #
No Quote #
Quote Number
Sales Engineer
JG
Jeff Girman
CM
Clayton Miller
JE
Justin Evans
TA
Troy Adcock
MC
Mark Cody
JS
Josh Staimpel
Customer / Company
Primary Contact
Supplier
Select supplier…
Description
PO Number
Serial Number
Product Code
Final Value ($)
Est. Commission ($)
Attach PO Documents
📎
Click to browse or
drag & drop
Up to 10 files
Submit PO to HubSpot
Update Existing Deal
🔍 Search for a deal by Quote Number or PO Number to view and update its properties.
Search Deal
Upload Documents to Deal
⚡ Search for an existing deal by PO number or quote number to attach additional documents.
Search Deal
This upload includes an invoice
Invoice Number
Invoice Date
* "Invoice Received" will be automatically marked as Yes in HubSpot.
Documents to Upload
📎
Click to browse or
drag & drop
Up to 10 files
Upload Documents to Deal
HubSpot Connection
Connected via secure server token
Test HubSpot Connection