Capture Crucial Info Before the Quote: Using Prompt User Rules in quote•hapily
Make quoting smoother for reps and buyers. Prompt User in quote•hapily collects key info mid-quote to keep deals moving without...
Give Buyers More Control: Optional Line Items in HubSpot Quotes with quote•hapily
Discover how quote•hapily's optional line items in HubSpot empower buyers, streamline quoting, and enhance sales efficiency by...
Mastering Tariff Management in HubSpot with quote•hapily
Learn how to manage regional tariffs, pricing rules, and margins directly in HubSpot using quote•hapily’s native CPQ tools and...
Bring Order to Your Pricing Chaos with Price Books in quote•hapily
Streamline your HubSpot quoting with quote•hapily's Price Books for accurate, automated, and controlled pricing, eliminating...
Smarter Quotes Start with Smarter Pricing: Meet Pricing Tables
Discover how quote•hapily's Pricing Tables ensure accurate, flexible, and automated pricing for your HubSpot quotes, making your...
How the quote•hapily Rules Engine Brings Sanity and Speed to HubSpot Quoting
Discover how quote•hapily’s Rules Engine keeps your HubSpot quotes fast, compliant, and airtight — with built-in approvals, smart...
How to Build Multi-Level Quote Approvals in HubSpot (and Why You Should)
Reps move fast — now your approvals can too. Build multi-layer quote approvals in HubSpot with quote•hapily and keep control...
How to Take Full Control of Quote Approvals in HubSpot
Tired of one-size-fits-all quote approvals in HubSpot? Learn how to build advanced, logic-based workflows that speed up sales and...
How to Build Better Quotes in Less Time with Rapid Quote Builder
Say goodbye to slow, multi-screen quoting in HubSpot. quote•hapily’s Rapid Quote Builder lets reps create accurate, compliant...
Discount Control in HubSpot: How to Keep Your Margins Safe from Rogue Discounts
Take control of discounting in HubSpot with quote•hapily. Automate approvals, block excessive discounts, and enforce pricing rules...