The Advanced Quoting Era: Moving Past the CPQ Buzzword
From global pricing to approvals, quoting is rarely simple. See why Advanced Quoting is the future — fast, flexible, and built for...
Introducing quote•hapily Enterprise — Built for Bigger Quoting Needs
Explore quote•hapily’s new Enterprise tier — built for teams managing complex pricing, high-volume quoting, and advanced...
Turning Quotes into Cash: How quote•hapily Works with Commerce Hub
Learn how quote•hapily works with HubSpot’s Commerce Hub to create custom quotes, collect payments instantly, and keep every deal...
Stop Sending Quotes Without Supporting Docs
Attach PDFs directly to your HubSpot quotes with quote•hapily to ensure every scope, MSA, or supporting doc is included upfront...
Quote Rules That Do What Your Pricing Sheet Wishes It Could
Use quote rules in quote•hapily to automatically apply pricing logic, control line items, and keep every HubSpot quote aligned...
How to Build a Quote Approval Process That Actually Works (and Scales)
Learn how quote•hapily turns quote approvals in HubSpot into a fast, structured, and scalable process that protects margin without...
Quote Smarter (and Safer) in HubSpot with Dynamic Line Item Properties
Take control of your HubSpot quoting process with dynamic line item properties. Automate pricing logic, enforce guardrails, and...
The Smartest Way to Quote in HubSpot: Why Teams Choose quote•hapily
Streamline your quoting process in HubSpot with quote•hapily. Learn how to build, customize, and manage quotes directly within...
[On-Demand Webinar] Bridging the Gap: How quote•hapily + NetSuite Bring End-to-End Quoting to Life in HubSpot
Quoting in HubSpot while syncing to NetSuite shouldn’t feel like solving a Rubik’s Cube blindfolded. We’ll show how quote•hapily...
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...