Power Up Sales
Empower your sales teams to handle complex pricing with ease and keep all your quoting activities in one place.
Rule Your Quotes
Stay on top of compliance with automated rules. Precise, hassle-free, and always in line with policy.
Fits All Teams
Big or small, any industry, whatever Sales Hub tier you're on — quote•hapily is ready to roll for your team.
Streamline Every Quote Directly inside HubSpot.
Efficiency
Eliminate the need for external tools or spreadsheets, keeping all pricing strategies within HubSpot.
Consistency
Maintain consistent pricing across all deals, reducing variability and increasing reliability in quotes.
Scalability
Effortlessly adjust pricing for various products and services as your business evolves.
Compliance
Enforce policy compliance with rules that prevent unauthorized products and discounts on quotes.
Flexibility
Customize discounts and discontinuations for products, profit margins, or sales teams.
Acceleration
Speed up the sales cycle and close deals faster by generating accurate quotes quickly.
Transform every opportunity into a success story.
Complex Pricing Made Simple
Kick your spreadsheets and reference tables to the curb. Automate complex pricing structures and discounts with ease, enabling your team to focus on selling, not number-crunching.
Enforce Quote and Pricing Policies with Ease
Establish discount guidelines, create validation rules, and set up a streamlined approval process. Maintain compliance with your pricing policies while providing users with guardrails that help them quickly get accurate quotes to customers.
Keep Your Reps HubSpotting hapily
Eliminate the hassle of retraining your reps on new ERP systems or having to rely on external pricing calculators by giving them access to all the tools they need within a platform they already know and love.
Effortlessly Manage Custom Pricing and Catalogs
Easily manage different prices and product catalogs for different customer segments or sales teams. Selling globally? quote•hapily handles multiple currencies natively.
Accelerate Your Deals
Enable your sales team to close deals faster by generating accurate quotes quickly without added friction — reducing the time from first quote to final agreement, streamlining your sales pipeline and helping you secure revenue more efficiently.
Embrace the power of automation and compliance with advanced CPQ features that fuel quote to cash.