If your quoting process still involves emailing attachments after the quote goes out — or worse, forgetting to send them entirely — we’ve got something better.
With quote•hapily, you can require that reps upload a supporting file when building a quote in HubSpot.
Whether it's a scope of work, a signed agreement, or a compliance doc, that PDF gets baked right into the quote — no manual follow-ups, no missing pieces, and no template gymnastics required.
This isn’t about making quoting more complicated. It’s about making sure everything your team sends is complete the first time.
Want the TL;DR version instead? Watch Max dive into it here:
Attachments That Actually Stick to the Quote
Using a quote•hapily rule, you can set a condition that prompts the rep to upload a PDF when they’re building a quote.
If they don’t? They can’t publish it.
The file they upload doesn’t just sit in the CRM record. It gets injected directly into the quote, so when your customer views the quote online, that PDF is part of the package — displayed wherever you’ve placed the file module in your quote template.
That means every quote can automatically include things like:
- Master service agreements
- Project outlines
- Pricing explanations
- Custom terms and conditions
- Customer-specific documentation
All without needing to build a one-off template for every variation.
What This Solves That You’re Probably Struggling With
Let’s start with a simple rule: quotes with discounts over 5% require approval.
In quote•hapily, you set that rule once using the built-in rules engine. The moment a quote exceeds that threshold, it’s flagged as Pending Approval. The rep doesn’t see “Publish.” They see “Submit for Approval.”
At that point:
- The quote enters a HubSpot quote-based workflow
- The right approver is notified via email
- The rep is notified when the quote is approved or rejected
- Every action is logged for full visibility
This isn’t just about automation, but rather predictability. Everyone knows where the quote stands, who’s involved, and what to do next.
Real-World Use Cases We See All the Time
1. Sales and Implementation Alignment
A sales rep closes a deal and sends the quote — but forgets to include the scope of work. Implementation kicks off with no clear idea of deliverables, timelines, or expectations.
With quote•hapily, the scope becomes a required upload before the quote is published. No scope, no quote. Implementation gets exactly what they need, and your post-sale experience becomes seamless instead of reactive.
2. Legal Review and Compliance Enforcement
Your legal team updates the master service agreement for GDPR compliance — but half the sales team is still using the old version saved to their desktop.
With file uploads enforced by rules, you can require that the latest MSA be attached to any deal over $25,000 or involving a European customer. No outdated docs, no risk, no scramble.
3. RevOps Process Control for Complex Deals
You’ve got product bundles with nuanced implementation steps or pricing structures that depend on tiered services. When that context is missing, things go sideways fast.
Attach detailed explanations or internal documentation to clarify what the quote actually includes — especially useful when approvals are needed or custom terms are involved.
4. Partner and Agency Flexibility
If you’re quoting on behalf of clients or managing multiple scopes across accounts, the last thing you want is to be buried in dozens of custom quote templates.
Just upload the file that applies to that specific quote — a slide deck, a proposal outline, a detailed scope — and it gets injected into the quote instantly. Fast for reps, polished for clients, easy to manage.
5. Finance Team Clarity on Deal Terms
Finance doesn’t just care about pricing — they care about the terms. Multi-year deals, payment schedules, or custom renewals often get left out of the quote itself and buried in an email thread.
Instead, enforce rules to include a PDF outlining terms any time the quote has a custom contract length or non-standard payment terms.
Bonus: You’re Not Locked Into a Template!
The beauty here is flexibility. The quote template doesn't need to be rebuilt every time a doc changes. The module where the file appears can be placed anywhere — front, middle, end — and the file itself is injected dynamically when the quote is created.
Need to include something custom for just one deal? Just upload it. Need to enforce the same doc for every quote over $50k? Build a rule.
The doc follows the quote, not the other way around.
One Less Thing to Forget, One More Way to Stay Buttoned Up
This is one of those features that feels small — until you realize how often quotes are missing key context.
quote•hapily’s attach file functionality makes sure the right documentation is always included, always visible, and always tied to the quote itself. That means fewer back-and-forths, fewer version control issues, and a better experience for both your team and your buyers.
No more quoting on assumptions. No more “I thought that was in the doc.”
Just complete, contextual quotes every time.
👉 Want to see it in action? Request a demo to see how they can transform the way you quote, sell, and grow.
