Handbook: document the HubSpot quote naming convention

Adds a "Quote Naming Convention" section to Engagements & Pricing, under
Generating a Quote, defining the standard name for every HubSpot quote:

    Quote - [Company] - [Order Type] - [Product] - [Year] - v##

Each segment is anchored to an existing source of truth: the Company
record for the name, the deal's Deal Type for the order type, and the
Edge/Hub/Fleet Quote Template for the product. Year is the subscription
term start year rather than the quote-authoring year, so the name stays
stable when a start date slips within the year, and versions reset per
transaction.

Also states that the record ID and execution status stay out of the name,
since HubSpot tracks both and the Company Quote Reference Number is the
identifier customers cite on a purchase order.

Cross-referenced from step 1 of Creating a Quote, where the name is
actually entered, and from Deal Management in the HubSpot page.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

Author: MichaelBDavis

nuxt/content/handbook/sales/engagements.md

@@ -46,13 +46,47 @@ When preparing a quote, include the product, quantities, and any required add-on
 
 Use the internal pricing calculator linked above to configure each product sale, including the correct quantities and add-ons.
 
+### Quote Naming Convention
+
+Every quote is named the same way, so that quotes are identifiable at a glance
+in HubSpot and stay identifiable once the signed copy is filed in Drive
+alongside purchase orders and agreements:
+
+`Quote - [Company] - [Order Type] - [Product] - [Year] - v##`
+
+For example: `Quote - Acme Corp - Renewal - Hub - 2026 - v01`
+
+- **Company** - the company name exactly as it appears on the HubSpot Company
+  record. This is internal identification only; the contracting legal entity is
+  set in the Buyer Information section of the quote itself.
+- **Order Type** - `New Business`, `Expansion`, or `Renewal`, matching the
+  deal's [Deal Type](#creating-a-deal). Use `Amendment` for a change to an
+  already-executed contract; it is a document type only and has no
+  corresponding Deal Type.
+- **Product** - `Edge`, `Hub`, or `Fleet`, matching the Quote Template selected
+  in [Creating a Quote](#creating-a-quote). For more than one product, join them
+  with a slash (`Edge/Hub`, `Edge/Fleet`). Use `Services` for a Professional
+  Services-only quote.
+- **Year** - the year the subscription term starts, not the year the quote is
+  written. A renewal quoted in December 2026 for a term starting January 2027 is
+  `2027`.
+- **v##** - the version, starting at `v01`. Increment it for each quote created
+  for the same transaction. Never reuse a number, including for a quote that was
+  voided.
+
+Do not put the HubSpot record ID or the execution status in the name. HubSpot
+tracks both, and the Company Quote Reference Number printed on the quote is the
+identifier customers cite on a purchase order (see
+[Closing a deal](#closing-a-deal)).
+
 ### Creating a Quote
 
 Follow these steps to create a quote.
 
 1. In HubSpot, open the relevant Deal. In the Quotes area, click Add to begin a
    new quote.
    - Ensure the Deal Type is set up, "Expension" is an in-term upsel
+   - Name the quote per the [Quote Naming Convention](#quote-naming-convention)
 2. Fill in the Buyer Information section. This will pre-fill with the
    information from the contact in the Deal.
 3. The default Quote creator will be you. Change this if necessary.

nuxt/content/handbook/sales/hubspot.md

@@ -72,7 +72,7 @@ through other marketing activities too, but wasn't nurtured to the point of a me
 
 ## Deal Management
 
-A HubSpot deal represents a specific revenue opportunity with a customer or prospect: an active buying process with an engaged buyer, a realistic close date, and next steps the deal owner can work. We open a deal for each type of revenue opportunity: new business, expansion (in-term or at renewal), pilot-contingent expansion, and renewal. The rules for each type are below. Once a deal is open, quoting and closing it follows [Engagements & Pricing](/handbook/sales/engagements/#creating-a-deal).
+A HubSpot deal represents a specific revenue opportunity with a customer or prospect: an active buying process with an engaged buyer, a realistic close date, and next steps the deal owner can work. We open a deal for each type of revenue opportunity: new business, expansion (in-term or at renewal), pilot-contingent expansion, and renewal. The rules for each type are below. Once a deal is open, quoting and closing it follows [Engagements & Pricing](/handbook/sales/engagements/#creating-a-deal), including the [quote naming convention](/handbook/sales/engagements/#quote-naming-convention).
 
 ### Deal Amount Fields