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COMPARISON

quote•hapily vs. HubSpot CPQ

Two HubSpot-native ways to quote. One lays the foundation, the other takes you further. Which one’s right for your team?

15 MIN READ

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THE OVERVIEW

HubSpot just rolled out a new CPQ experience for Commerce Hub — and that’s big news. More native quoting options inside HubSpot means sales teams get more flexibility, more speed, and more ways to keep everything in one place.

But here’s the thing: quoting isn’t one-size-fits-all.

For some teams, it’s about getting a clean, repeatable way to manage and send quotes. For others, it’s about handling complex pricing logic, bundles, multi-region catalogs, and layered approvals that flex with the business.

Both solutions bring quoting natively into HubSpot. The difference is how complex your quoting needs to be.

 

  • HubSpot CPQ → clean, fast, and consistent quoting with tiered pricing and workflow-driven approvals.

    Great for teams looking to standardize quoting, moving off spreadsheets, and straightforward pricing.

  • quote•hapily → advanced quoting platform with bundles, price books, calculated pricing, guided selling, and flexible approval rules.

    Great for teams scaling across regions, managing complex offers, or needing advanced rules, automation and compliance guardrails.

 

If you’re keeping it simple, HubSpot CPQ gets the job done. If you’re scaling or navigating complex pricing strategies, quote•hapily was built for you.

Let’s dig in and help you find the best fit.

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Built in or built to scale?

Max’s got the breakdown: HubSpot CPQ vs. quote•hapily — what they offer, how far they’ll take you, and which one’s ready for the way your team sells.

quote•hapily vs. HubSpot CPQ

Both HubSpot CPQ and quote•hapily live where your team already works — inside HubSpot. One gives you the structure to standardize today, the other the flexibility to scale tomorrow. The question is, which path fits your motion?

 

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  • Built exclusively for HubSpot
  • Advanced price books, bundles, calculated pricing
  • Rules engine for approvals and automation
  • Guided selling and dynamic line-item controls
  • Scales across multiple teams, regions, and sales motions
  • Pro: $4,999/yr (5 users) + $49/additional users
    Enterprise : $9,999/yr (10 users) + $79/additional users

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  • HubSpot CPQ native inside Commerce Hub
  • Supports tiered pricing (volume, graduated, stair-step)
  • Workflow-driven approvals for added governance
  • Great for teams standardizing quoting inside HubSpot
  • Pro: $85/mo per seat
    Enterprise: $140/mo per seat

Comparing quote•hapily vs HubSpot CPQ

 

 

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Price

Pro: $4,999/year (includes 5 users) + additional users: $49/month

Enterprise: $9,999/year (includes 10 users) + additional users: $79/month

Pro: $85/mo per seat
(includes Tiered Pricing)

Enterprise: $140/mo per seat (includes Approvals)
White Glove Onboarding

$999

N/A

HubSpot Integration
HubSpot Native Experience

Built exclusively for HubSpot, fully native experience

CPQ available directly in Commerce Hub
Data Sync

Works directly inside HubSpot, no extra databases

Works inside HubSpot, no extra databases
Setup Complexity

Low — progressively add rules, deploy in days

Low — enable in product settings, configure workflows

CPQ Features
Price books

Dynamic rules & pricing automation using HubSpot data

❌ Not supported
Approvals

Conditional on any HubSpot data with workflow actions

Pro: Workflow-based approvals (all quotes still require review)

Enterprise: Conditional on any HubSpot data with workflow actions.
Product bundles

Fully configurable with Enterprise Plan

❌ Not supported
Calculated pricing

Flexible using any HubSpot data with Enterprise Plan

❌ Not supported
Discount management

Rule-based controls tied to HubSpot data

Workflow-based, tied to quote fields
Multi-currency

✅ Plus regional fees/taxes with price books

✅ Supported, standard HubSpot currencies

Business Controls
Compliance rules

Dynamic rules + guardrails at line-item or quote level

Workflow consistency
Margin controls

Dynamic rules and alerts

Workflow consistency
User permissions

HubSpot-based permissions

HubSpot-based permissions
Audit trail

Logged in HubSpot history

Logged in HubSpot history

User Experience
Quote creation

Directly inside HubSpot on one screen

Directly inside HubSpot quote builder
Customer proposal experience

Branded HubSpot quotes with added flexibility

Branded HubSpot quotes or proposals with drag and drop customization
Implementation time

Days to weeks (configured rules, white-glove setup)

Days to weeks (enable in HubSpot settings)


👀 See quote•hapily in action

Wondering how quote•hapily fits into your existing HubSpot workflow? Let's walk through how it enhances your quoting process while keeping everything inside the CRM your team already knows.

What makes quote•hapily different from HubSpot CPQ?

Both solutions are built natively for HubSpot — the difference comes down to where your team is in its quoting journey.

When simple is enough

HubSpot CPQ shines when your quoting looks the same deal to deal: tiered pricing, a single catalog, approvals.

If you’re getting out of spreadsheets or just need a lightweight way to standardize your quoting process inside HubSpot, it delivers exactly that.

Approval-Quick-Graphic
Dynamic Pricing Formulas

As complexity creeps in

As soon as quoting involves bundles, multiple regions, calculated fields, or approval logic that changes by deal type, you’ll feel the edges of HubSpot CPQ.

That’s where quote•hapily picks up — with price books, rules engines, guided selling, and dynamic automation that flex with the way your team really sells.

Quote the way you actually sell

For some teams, it’s about getting structure — a clean, repeatable way to create and send quotes with confidence.

For others, it’s about scale — layering in complex pricing models, bundles, regional catalogs, and approval rules that flex as the business grows.

Both approaches belong inside HubSpot. One gives you the foundation, the other carries you further.

CRM Integration
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quote•hapily vs HubSpot CPQ:
Which is right for me?

Both solutions bring quoting natively into HubSpot with no integrations, context switching, or extra systems to manage.

The real difference is where each fits your process.

It’s not about which tool is “better.” It’s about which one aligns with how your team sells today — and where you’re heading next.

Let’s take a closer look.

1. Tiered Pricing

Tiered pricing gives sales teams flexible, quantity-based pricing models that adjust automatically based on how much a customer buys.

Instead of one static price, the unit cost adapts to volume, making it easier to scale pricing for SaaS, professional services, consumption-based models, or any offering that benefits from volume discounts.

Core pricing models supported by both quote•hapily and HubSpot CPQ:


Volume Pricing
One price applied across all units once a threshold is reached.

EXAMPLE: CLOUD STORAGE (GB/month)
Tier Units Price Per Unit
Tier 1 0-999 GB $0.10
Tier 2 1,000-4,999 GB $0.08
Tier 3 5,000+ GB $0.06

If storage tiers are set at $0.10/GB for <1,000 GB, $0.08/GB for 1,000–4,999 GB, and $0.06/GB for 5,000+, then a customer buying 6,000 GB pays $0.06 across all 6,000 units, for a total of $360.

 

Graduated Pricing
Pricing changes in steps, and each tier applies only to the units in that range.

EXAMPLE: EMAIL SENDS  (per 1,000 emails/month)
Tier Units Price Per Unit
Tier 1 0-10,000 emails $10 per 1,000
Tier 2 10,001-50,000 emails $8 per 1,000
Tier 3 50,001+ emails $6 per 1,000

For email sends, $10/1,000 for the first 10k, $8/1,000 for the next 40k, and $6/1,000 above 50k.
A customer sending 60k emails would pay $480 total, with each range calculated separately.


Stair-Step Pricing
Flat price for the entire purchase based on the tier reached.
EXAMPLE: SUPPORT PRICING (based on # of users)
Tier Users Included Monthly Fee
Tier 1 Up to 10 Users $200/month
Tier 2 Up to 20 Users $350/month
Tier 3 U to 50 Users $600/month

A support package charges $200 up to 10 users, $350 up to 25, and $600 up to 50.
A company with 22 users pays $350, and at 30 users the entire price steps up to $600.

 

Limitations of HubSpot CPQ’s tiered pricing
While HubSpot CPQ covers the core models (volume, graduated, stair-step), there are a few constraints to keep in mind:

  • All manual configuration — no ability to trigger actions (fees, SKUs, discounts) when a tier is hit.

  • No table-style packaging — can’t easily set up Starter/Pro/Enterprise tiers that map to pre-built bundles.

  • No calculated logic — pricing can’t be driven by formulas tied to other CRM properties (like mileage, usage, or contract length).

  • Static experience — reps don’t see dynamic updates beyond the pre-set tiers, which can slow down quoting adjustments.

For many teams, these limitations won’t matter — the out-of-the-box models are enough.

But for teams whose pricing evolves quickly or relies on automation, this is often where the need for more advanced tooling starts to show.

 

Where quote•hapily goes further

When pricing needs more flexibility, automation, or packaging logic, quote•hapily extends tiered pricing into a true growth engine.

Automated actions tied to tiers
Go beyond setting price breaks. With quote•hapily, hitting a certain tier can automatically trigger actions like applying a discount, adding a required SKU, or attaching a one-time shipping fee.

EXAMPLE:
A hardware order above 100 units automatically adds a freight charge line item.

Learn more about Quote Automations →

 

Dynamic updates as reps configure quotes
Pricing rules fire in real time as reps build quotes, keeping everything accurate without manual adjustments.

EXAMPLE:
As a rep adds more licenses, the quote instantly recalculates the per-unit cost and updates totals without the rep needing to re-enter data.

Learn more about Dynamic Line Items →


Table pricing for packaged offers
Map values directly to tiers for simplified selling. Perfect for “Starter/Pro/Enterprise” style packages.

EXAMPLE:
A rep selects “Enterprise” from a dropdown, and the package automatically pulls in the right SKU, seat counts, and price.

Learn more about Bundles & Packages →

 

Calculated pricing based on any object property
Build formulas that tie price directly to CRM data like mileage, storage, usage, or contract length.

EXAMPLE:
A moving services company calculates price by multiplying distance (pulled from a CRM property) by truck size.

Learn more about Calculated Pricing →


 Automation that enforces guardrails
Apply fees, discounts, or SKUs automatically when thresholds are crossed, ensuring nothing gets missed.

EXAMPLE:
Orders over $50,000 automatically apply a 5% enterprise discount and add a required onboarding SKU.

Learn more about Rules Engine →

Dynamic Pricing Formulas

FREE GUIDE
The Essential Guide to Mastering Calculated Pricing Inside HubSpot

2. Quote Approvals

Approvals ensure quotes meet business rules before they’re sent to prospects. They add a layer of governance to protect margin, enforce discount policies, and make sure reps follow process without slowing down sales momentum.

How HubSpot CPQ + quote•hapily handle it
Both support quote approvals natively in HubSpot, with options to:

  • Require approval above certain thresholds (like >$10k deal size).
  • Enforce sign-off for discounts beyond a set percentage.
  • Flag specific products, SKUs, or billing terms for extra review.
  • Automatically review quotes from new reps (e.g., first 90 days of employment)
  • Review quotes with altered billing frequency or net terms.
  • Trigger based on quote owner, billing frequency or payment terms
  • Notify approvers via HubSpot or Slack, with full context logged in the quote record.

Limitations of HubSpot CPQ

  • All quotes still require approval once enabled, even those that don’t need it.
  • No rules engine to block risky quotes (like extreme discounts)  before routing.
  • Rules depend fully on workflows, which limits nuance.
  • Only one approval system (Standard or Advanced) can be active at a time

Where quote•hapily goes further

With a flexible rules engine, quote•hapily ensures approvals only fire when they’re truly needed. Risky quotes can be automatically blocked, approvals can be routed dynamically by deal size, rep, region, or product mix, and every action is logged natively in HubSpot for full visibility.

 

Pricing

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PRO
$4,999/Year (includes 5 users)
Additional Users: $49/month, per user 

  • Pricing Rules
  • Powerful quote approvals
  • Price Books & Catalogs
  • Rapid, easy-to-use quote builder

ENTERPRISE
$9,999/Year (includes 10 users)
Additional Users: $79/month, per user 

  • Everything from Pro, plus:
  • Calculated Pricing
  • Optional Line Items
  • Volume Pricing
  • "Update Line Item" Rule Outcome
  • Calculated Properties
See everything that’s included with quote•hapily here.

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*** HubSpot CPQ Add-On ***

PRO
$85/user/month

  • Tiered Pricing

ENTERPRISE
$140/user/month

  • Tiered Pricing
  • Advanced Approvals


The Verdict?

Both solutions deliver quoting natively in HubSpot, but they’re designed for different stages of the journey.

HubSpot CPQ gives you the foundation while quote•hapily takes you further, adding the flexibility and guardrails you need as quoting becomes more complex.

HubSpot CPQ
is best for teams who want:
quote•hapily
is best for teams who need:

  • Fast-track structure — get quoting live quickly with tiered pricing and approvals.

  • CRM-aligned simplicity — keep quoting consistent and streamlined inside Sales Hub.

  • Reliable core process — replace spreadsheets with a standardized workflow.

  • Lean adoption — smaller teams or single sales motions that don’t need deep customization.

  • A strong starting point — a clean, intuitive foundation for native quoting.

  • Dynamic quoting — handle bundles, regional catalogs, and advanced pricing logic in real time.

  • Automated compliance at scale — block risky deals, trigger approvals, and add bundles without slowing reps down.

  • Built for evolution — support multi-team, multi-region, or multi-product sales motions.

  • Enterprise-level control — calculated pricing, guided selling, and flexible approval rules.

  • Ready for the climb — built for when quoting complexity, scale, and speed really start to matter.
Rule-and-Approvals-Celebration

Ushering in the Era of Powerful of Advanced Quoting Inside HubSpot

We’re big fans of giving teams options, and HubSpot CPQ is a big win for anyone just getting started with quoting or looking to get out of multiple systems or spreadsheets.

But if you need more quoting horsepower that gives you the ability to:


 Package products and services with configurable bundles

Control regional and client-specific pricing with price books

Guide reps through accurate quoting with built-in selling prompts

Apply dynamic formulas with calculated pricing

Enforce flexible guardrails with advanced approvals

 

… then we built quote•hapily for you.

We can’t wait to see the quoting efficiency it unlocks for you. Want to see more? Schedule a chat with our team! 

 

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Want to learn more? Let's talk!
Start your journey towards smarter, seamless quoting inside HubSpot.