HubSpot CPQ vs. quote•hapily: What’s the Right Fit for Your Team?

HubSpot’s new CPQ functionality for Commerce Hub is officially here! We’re all about helping teams quote how they actually sell, so seeing more native tools available in HubSpot is a big win. It means more options, more flexibility, and more momentum for sales teams everywhere.

That said, not every quoting process is simple. Some teams need more structure, more logic, and more automation built into how they price, package, and approve quotes.

That’s where quote•hapily comes in.

We’ve built an Advanced Quoting platform inside HubSpot for teams that need a little more without sacrificing speed, ease, or native functionality.

In this post, we’ll walk through what HubSpot’s new CPQ tool includes, how it compares to quote•hapily, and which might be the better fit based on how your team sells today (and where you're headed next).

Feature Comparison: HubSpot CPQ vs. quote•hapily

To help you get a clearer picture of how HubSpot CPQ and quote•hapily stack up, we’ve pulled together a side-by-side comparison of key features.

From pricing flexibility to approvals and automation, here’s what each platform offers — and where they differ — so you can decide which quoting solution fits your team’s needs best.

Where HubSpot CPQ Fits Best

HubSpot CPQ is a strong fit for teams looking to streamline basic quoting workflows without needing deep customization or complex pricing models. It’s fast to set up, easy to use, and seamlessly integrated into Sales Hub.

You might choose HubSpot CPQ if you’re looking for:

• Standardized quote workflows — add structure to approvals and deal tracking inside Sales Hub

• Simple pricing models — flat or tiered pricing across a single product or service catalog

• Tight alignment with core Sales Hub tools — keep quoting consistent with your CRM setup

• Fast implementation — great for teams who want a native quoting solution with minimal setup

• A scalable starting point — ideal for getting out of spreadsheets and into something more repeatable

Where quote•hapily Gives You More

quote•hapily is designed for teams who’ve outgrown the basics and need more robust pricing strategies, approval workflows, bundling logic, or sales guardrails all while still staying fully native to HubSpot.

You might choose quote•hapily if you’re looking for:

• Flexible pricing logic — use calculated fields, step pricing, and dynamic formulas

• Advanced packaging tools — create bundles, roll-ups, and collections that reflect your full offering

• Multiple price books by team or region — segment pricing based on who’s selling and where

• Built-in guided selling — help reps build accurate quotes with fewer clicks and less guesswork

• Rules-based automation — apply discounts, enforce constraints, and trigger logic based on deal data
  

So … Which One Is Right for You?

Both HubSpot CPQ and quote•hapily offer native quoting experiences inside your CRM — but they’re designed for different levels of complexity, scale, and structure.

HubSpot CPQ is a great fit if you:

• Have a smaller sales team or a single sales motion
• Use flat or tiered pricing with minimal variation
• Want to create and send quotes quickly using built-in tools
• Rely on Sales Hub for contracts, invoicing, and payments
• Are just getting started with quoting and want a lightweight solution

quote•hapily is a better fit if you:

• Support multiple teams, regions, or sales motions
• Need flexible pricing logic like usage-based or calculated models
• Package solutions with bundles, collections, or roll-ups
• Want to use price books and guided selling to standardize workflows
• Need more automation and control without leaving HubSpot

Final Thoughts

We’re big fans of giving teams options — and HubSpot’s new CPQ is a great addition for those just getting started with quoting or keeping things simple. It’s clean, intuitive, and a solid first step for many.

But if your quoting process needs a little more horsepower — more flexibility, more logic, more control — that’s where quote•hapily comes in.

Because quoting shouldn’t feel like fitting your process into someone else’s mold. It should feel like your process — just faster, smarter, and fully native to HubSpot.

👉 Still have questions? Schedule a chat with our team today and we’ll help you find the right fit!