About the Quoting Basics with Deal Hub training

This course is designed to help you understand and confidently use Deal Hub to create accurate quotes, streamline approvals, and support your sales process. Whether you’re new to quoting or looking to refresh your knowledge, this training provides the foundational skills you need to work effectively with Deal Hub.

Audience

This course is for sales reps, sales support teams, and anyone involved in generating or managing quotes in the sales cycle using Deal Hub.

Agenda 

• Introduction to quoting at UiPath 

• Overview of Deal Hub and its key features 

• Step-by-step quote creation 

• Approval workflows and quote submission 

• Common tools and support channels 

• Tips for avoiding quoting errors 

Learning objectives

By the end of this course, you will be able to: 

• Navigate Deal Hub confidently 

• Create accurate and complete quotes 

• Understand and follow approval flows 

• Leverage support tools for efficient quoting 

• Avoid common quoting mistakes