Yes, you read that right! quote•hapily is an intuitive, native HubSpot CPQ app that allows HubSpot customers to bring complex business rules to HubSpot Quotes.
BETA NOW AVAILABLE!
Streamline Every Sales Quote Directly in HubSpot.
From initial quote to final approval, streamline processes, maintain pricing accuracy, and accelerate deal velocity — all within the platform you already trust.
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.
quote•hapily redefines efficiency and accuracy in your sales and revenue operations. Harness the power of seamless CPQ experience inside HubSpot to streamline every quote and close deals faster.
Effortlessly Manage Your Product Libraries
Got a mess of product libraries and price books to juggle? Handle them all directly in HubSpot for seamless adoption and rock-solid consistency.
Effortlessly Manage Your Product Libraries
Got a mess of product libraries and price books to juggle? Handle them all directly in HubSpot for seamless adoption and rock-solid consistency.
Keep Your Reps Happier in HubSpot
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.
Enforce Quote and Pricing Policies with Ease
Establish discount guidelines, create validation rules, and set up a streamlined approval process — equipping users to easily generate quotes while maintaining compliance with pricing strategies.
Enforce Quote and Pricing Policies with Ease
Establish discount guidelines, create validation rules, and set up a streamlined approval process — equipping users to easily generate quotes while maintaining compliance with pricing strategies.
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.
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.
FEATURES COMING SOON:
Sequential and parallel approval workflows
Automatically add discounts, fees, taxes, and other line items based on quote rules
Manage and expand product bundle in quotes
Enable complex pricing based on sales, history, or segment
