If you’ve been using HubSpot for sales and quoting, you’ve probably noticed a major missing piece: Price Books.
For years, HubSpot users have wanted a way to organize, segment, and control product pricing within their quotes. Now, thanks to quote•hapily, that long-awaited functionality is here!
Price Books bring a new level of control and efficiency to HubSpot's quoting process, ensuring that sales teams only sell the right products at the right prices. Whether you're managing pricing for different teams, regions, or customer types, Price Books makes it easy to customize and automate your sales process.
Let’s dive into how Price Books in quote•hapily work, why they matter, and how they can transform your sales workflow.
What Are Price Books?
At its core, a Price Book is a curated list of products with defined pricing, designed to simplify and structure your quoting process. Instead of allowing sales reps to choose from every product in HubSpot’s product library, Price Books let you define exactly which products they can sell and at what price.
For example:
- A North America sales team might have a different Price Book than an EMEA team.
- A wholesale Price Book might feature lower prices than a retail Price Book.
- A Team A Price Book might limit access to specific high-value products, while Team B can sell everything.
With quote•hapily, you can create multiple Price Books and apply them dynamically based on rules, ensuring that your reps are always using the correct pricing structure.
Why Price Books Matter
Before Price Books, HubSpot users had to live with some pretty painful workarounds:
- Every rep could see every product — whether they should or not.
- Prices had to be adjusted manually, opening the door to errors.
- Volume discounts and customer-specific pricing? Not happening.
quote•hapily’s Price Books fix that. You can define product access by team, region, customer type — whatever makes sense for your business. And you can automate the whole thing with rules.
How to Use Price Books in quote•hapily
Here’s how Price Books reshape your sales process from the inside out:
1. Define Pricing by Team, Region, or Customer Type
Create a curated list of products for each scenario:
-
A North America team gets one Price Book.
-
A wholesale buyer sees different pricing than a direct customer.
-
High-value products are limited to specific teams.
Set it up once, and let quote•hapily handle the rest.
How to:
- Navigate to the Price Books section in quote•hapily.
- Click Create New Price Book, or import from CSV if you’ve got pricing in a spreadsheet.
- Give it a name and description.
- Add products directly from your HubSpot product library.
💡Pro tip: You can create as many Price Books as you need and update them any time!
2. Control Product Access
Once a Price Book is assigned, reps can only see the products included in it when building a quote.
That means no more “oops, I quoted something we’re not supposed to sell.” Reps stay in their lane, and quotes stay accurate.
3. Automate Price Book Assignment
Thanks to the built-in Rules Engine, you can auto-assign Price Books based on:
- User Role – Only certain reps can use specific Price Books.
- Geography – Assign Price Books based on country or region.
- Business Unit – Different Price Books for different divisions.
- Customer Type – Automatically apply pricing for wholesalers vs. direct customers.
Reps don’t have to think twice — the right pricing just shows up.
4. Override Pricing and Apply Discounts with Confidence
One of the most powerful features of Price Books is the ability to override default pricing.
Let’s say you have a wholesale Price Book that requires a 10% discount on certain products. Instead of forcing sales reps to manually adjust pricing, you can:
- Override pricing across all products in a Price Book.
- Manually override individual line items within a quote.
This ensures that reps always quote the correct price without needing to do calculations on their own.
5. Set Up Volume-Based Pricing
Pricing that adjusts automatically by quantity? Yes, please.
- 1–100 units = $10 each
-
101–200 = $5 each
-
201+ = $3 each
When reps update quantities, the pricing updates too. No mistakes. No missed revenue.
6. Quote Smarter, Not Harder
Once everything is set up:
-
Step 1: Create a quote as usual in HubSpot using quote•hapily.
-
Step 2: The assigned Price Book is automatically applied based on rules.
-
Step 3: The rep adds line items — only the correct products and prices are visible.
-
Step 4: Volume pricing or pre-set discounts are automatically applied.
-
Step 5: Send a 100% accurate quote in just minutes!
No more pricing mistakes, manual calculations, or product selection errors—just fast, accurate, and controlled quoting.
The Results Speak for Themselves
Teams using Price Books in quote•hapily report:
-
Faster quoting
-
Fewer pricing errors
-
Higher sales productivity
-
Stronger pricing control and compliance
It’s everything you need to move faster and sell smarter — especially if your quoting process is getting more complex by the day.
Take Control of Your Pricing Strategy
If your current quoting process involves spreadsheets, back-and-forth Slack messages, or reps freestyling prices — it’s time to make a change.
👉 See quote•hapily in action! Request a demo to see how they can transform the way you quote, sell, and grow.
