Turning Quotes into Cash: How quote•hapily Works with Commerce Hub

There’s nothing worse than building the perfect quote… and then realizing your customer can’t pay it.

Whether you’re waiting for a wire, chasing down a signature, or manually generating invoices after the fact — it’s not exactly the smooth, fast deal flow anyone’s hoping for.

That’s where quote•hapily and HubSpot’s Commerce Hub come together.

Because unlike most CPQ tools, quote•hapily doesn’t replace HubSpot quotes — it builds on top of them. Which means every native Commerce Hub feature still works like a charm. HubSpot Payments? Yep. Invoices? Absolutely. Workflows, product library, deal associations? All good.

Want the TL;DR version instead? Watch Max dive into it here:

When You Need More Than Just a Quote

ure, sending a quote is part of the process — but closing the deal? That’s a whole different story.

Here’s where quote•hapily and Commerce Hub really start to shine:

• You need to collect payment immediately: Maybe it's a paid pilot, a deposit, or full payment upfront. With quote•hapily, you can send a quote and get paid on the spot — no separate invoice needed.
• You’re quoting services with scopes and deliverables: Include supporting docs like MSAs or SOWs directly in the quote, and let Commerce Hub generate an invoice automatically once it's signed and paid.
• You want fewer handoffs between teams: Sales sends the quote, the customer pays, and finance gets the invoice — all without extra tagging, status updates, or manual cleanup.
• You’re tired of chasing signatures and payments separately: Bundle the quote, contract, and payment in one fluid motion. Less follow-up. More follow-through.
• You need clean records for reporting and automation: Because everything flows through HubSpot, your deals, payments, quotes, and invoices are tied together — making reporting, workflows, and follow-ups way easier.

Whether you’re running high-velocity sales or complex service deals, this setup turns HubSpot into the real deal — literally.

Payment-Ready Quotes, Built Your Way

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.

Customers Can Pay Right on the Quote

Once the quote goes out, your customer sees the same sleek public-facing HubSpot quote page — but with a Pay Now button ready and waiting.

Click it, and they’re taken straight to a HubSpot-hosted payment form. No switching platforms. No awkward handoffs. No delays.

And once the payment goes through?

The quote updates instantly to show the paid status, and HubSpot automatically generates an invoice — already associated with the right deal.

You get confirmation, invoicing, and deal data that all stays in sync. No manual tagging. No reconciliation headaches. Just closed-won, the way it should be.

Why This Matters (Big Time)

Other quoting tools can feel like a black box inside your CRM. They hijack the quote process, then hand you a PDF or external link with zero connection to the rest of your deal flow.

quote•hapily extends HubSpot’s quoting engine so you can still use:

• HubSpot Payments to collect funds
• Native invoices for financial tracking
• Product library + line items to stay accurate and compliant
• Workflows and automation to keep ops running smoothly

Everything stays where it belongs — in HubSpot. Just way more powerful than before.

For Sales, Ops, and Finance Alike

• Sales teams can quote faster, get paid quicker, and stay focused on closing.
• Ops teams can build automated rules and ensure nothing slips through.
• Finance gets visibility into payments and invoicing without extra back-and-forth.

That’s the power of building quotes the HubSpot way — just smarter, faster, and built for the real world.

From Sent to Paid Without Skipping a Beat

With quote•hapily and Commerce Hub working in sync, your quote doesn’t just mark the start of the deal — it carries it all the way through to payment and handoff.

No missing pieces, no messy transitions. Just clean, connected workflows that keep Sales, Ops, and Finance aligned and your revenue engine running smooth.

The quoting process finally works the way it should — inside HubSpot, start to finish.

👉 Want to see it in action? Request a demo to see how they can transform the way you quote, sell, and grow.