When we launched quote•hapily, our mission was simple: make quoting faster, smarter, and fully native to HubSpot.
Since then, more and more teams have turned to us to streamline approvals, apply pricing rules, and build better quotes — all without leaving their CRM.
As more teams scale, quoting gets more nuanced. More pricing variables. More approvals. More automation. And more pressure to deliver fast, accurate quotes that reflect your business rules and revenue goals.
That’s why we launched quote•hapily Enterprise — a powerful new tier for teams managing high-volume quoting, complex pricing calculations, and dynamic line item logic across departments.
It’s everything you love about Pro, plus the features that help you scale without slowing down.
What’s Included in Enterprise
Here’s what you unlock with quote•hapily’s Enterprise tier — built for scale, speed, and serious customization:
Calculated Pricing & Properties
Auto-calculate totals based on complex business logic — perfect for tiered or bundled pricing models.
Volume Pricing
Apply automated quantity-based discounts without manual intervention.
Optional Line Items
Quote optional products and services without crowding the core proposal.
Dynamic Line Item Properties
Update fields on the fly based on quote inputs and selections — no extra workflows required.
API Access
Integrate quote•hapily with your other business-critical tools and automate data flows.
And of course, Enterprise includes everything in Pro, too — like bundles, templates, quote rules, and CSM-led onboarding.
Pro vs Enterprise: What’s the Difference?
Start inside any HubSpot deal. Open the quote•hapily builder. Use your custom template or one of ours — they all produce real HubSpot quotes, so you’re not stuck in a workaround.
When you're editing the quote details, you’ll see the option to enable HubSpot Payments. Choose your preferred payment methods (credit card, ACH, whatever you’ve got enabled), and publish the quote like you normally would.
From there, you’ve got a polished, payment-ready HubSpot quote that looks and works exactly how you want — just with better logic behind the scenes.
| FEATURE | PRO | ENTERPRISE |
| Price | $4,999/year (5 users) | $9,999/year (10 users) (plus free approval-only users) |
| Additional Users | $49/month | $79/month |
| Rapid Quote Builder | ||
| Bundles & Discounts | ||
| Price Books and Catalogs | ||
| Quote Templates & Modules | ||
| Rules Engine | ||
| Advanced Approvals | ||
| Calculated Pricing | ||
| Volume Pricing | ||
| Optional Line Items | ||
| Dynamic Line Item Properties | ||
| Calculated Properties | ||
| API Access | ||
| CSM-Led Onboarding |
So, Which Plan Do You Need?
If your quoting process involves high volumes, complex calculations, and the need to control line item outcomes with precision — Enterprise is for you.
If you’re looking for powerful, flexible quoting tools inside HubSpot and aren’t quite at scale yet, Pro delivers everything you need to move faster and quote smarter.
👉 Still have questions? Schedule a chat with our team today and we’ll help you find the right fit!
