Give Buyers More Control: Optional Line Items in HubSpot Quotes with quote•hapily

When it comes to B2B sales, one thing’s clear: buyers want clarity and control.

They want to understand what they’re getting, make their own choices, and feel confident saying “yes.” That’s exactly why the new optional line items feature in quote•hapily is such a powerful unlock for teams quoting in HubSpot.

Imagine this: You're hiring a contractor. They send over a quote — not just a static list of services, but a customizable experience. You can choose extras, tailor the scope, and finalize the quote on your terms. No email chains, no revised versions — just a smoother, smarter buying journey.

With quote•hapily’s optional line items, that kind of experience is now native to HubSpot quote templates.

Don't feel like reading? Catch Max digging into all the deets here:

What Are Optional Line Items?

Optional line items are exactly what they sound like: products or services that the rep includes in the quote — but the buyer gets to decide if they want them.

And while that might sound small, it’s a big shift in how quoting works. Instead of creating multiple quote versions or playing email tag about add-ons, reps can just include everything in one interactive quote. Buyers check the boxes they want, and that’s it.

Think of it like a B2B shopping cart — baked right into your quote.

A Real-World Example

Max, our Chief Evangelist, saw this firsthand when working with a drainage service provider. They quoted him a basic sump pump install — but also gave him the ability to tack on extras like underground piping or a driveway ditch, right from the quote.

That experience sparked an idea: why not bring that same flexibility to HubSpot quotes?

How It Works

Here’s how optional line items work inside quote•hapily — step by step:

1. Create a Quote: A sales rep creates a new quote from a HubSpot deal using a quote•hapily template that includes the optional line item module
2. Add Products: The rep adds products or services from the HubSpot product library — just like they normally would.
3. Mark Items as Optional: In the quote builder, there's a new "Optional" column. The rep simply checks off which line items should be optional. (You can move or customize this column as needed.)
4. Send the Quote: Once published, the quote looks like any other HubSpot quote — until the customer interacts with it.
5. Customer Selects Add-Ons: On their end, the customer can check or uncheck the optional items. The total updates automatically as they go.
6. Finalize the Quote: When they’re happy with their selection, they click “Finalize Quote.” This triggers a behind-the-scenes update in HubSpot, adding the selected items to the deal.
7. Everything Updates Automatically: The quote reflects exactly what the customer chose. E-signature, payment links, terms — all of it is synced. On the HubSpot side, the deal record now shows which optional items were selected and added.

Why it Matters

Giving buyers more control doesn’t just improve the experience — it accelerates decisions, reduces friction, and keeps your sales process clean.

✅ Empowers Buyers
Buyers can tailor their quotes in real time, selecting only the extras they want — which makes them more likely to say yes, faster.

✅ Saves Time for Reps
Instead of creating multiple quote versions or chasing “Can you add X?” emails, reps can include all potential options upfront and let the buyer decide.

✅ Eliminates Errors and Version Confusion
Selections are tracked, synced, and logged automatically in HubSpot — no risk of working off the wrong version or forgetting to update the deal.

✅ Drives More Upsell Opportunities
When optional add-ons are clearly displayed and easy to select, customers are more likely to add them — especially when they see how it changes the total instantly.

✅ Keeps Everything in HubSpot
No extra tools. No quoting plugins. Everything lives natively in your CRM — ready for workflows, reporting, and automation.

This isn’t just a new checkbox. It’s a cleaner, smarter quoting process from end to end — and one more reason to keep everything running happily inside HubSpot.

Under the Hood: The Tech Behind It

This feature runs on a powerful custom module in quote•hapily. It swaps out the standard HubSpot line item table with one that supports optional selections.

You can drop this module into any quote•hapily template — no need to rebuild your quoting experience from scratch. And because it's fully synced with HubSpot, every customer action shows up where it matters: on the deal record, ready for reporting, automation, and handoff.

Is it Really That Simple?

Yep. In Max’s words, “I said it was impossible. The team proved me wrong yet again.”

Before this, giving buyers this kind of quoting flexibility required custom dev work or external tools. Now, it’s a native experience — built into HubSpot with quote•hapily.

No workarounds. No tech debt. Just smarter selling.

Getting Started

To start using optional line items in your quotes:

1. Make sure quote•hapily is installed in your HubSpot portal.
2. Create or update a quote template with the optional line item module.
3. Train your team to mark optional products during quote creation.
4. Start sending interactive quotes — and let your buyers do the rest.

Still have questions? We’ve got answers. Drop a comment on our latest video, ping us on LinkedIn, or email us at care@hapily.com.

Supercharge your quoting process inside HubSpot.

Optional line items help your reps move faster, give your customers more control, and eliminate the friction between “maybe” and “yes.” And because it all happens in HubSpot, your ops team will thank you too.

Big impact. Small change. And a whole lot more hapily in your quoting process.

👉 See quote•hapily in action! Request a demo to see how they can transform the way you quote, sell, and grow.