Getting started
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      1. quote·hapily Knowledge Base
      2. Getting started

      How do I set up quote•hapily?

      After you install quote•hapily in HubSpot, you will need to complete a few steps before your team can take advantage of your new CPQ.

      Sign in to the quote•hapily Admin app

      After you install quote•hapily, you'll be taken to the quote•hapily Admin app. You can access the Admin app at any time by clicking SIGN IN from the quote.hapily.com website. You can also bookmark the app directly: https://app.quote.hapily.com.

      You don't need a password. Instead, quote•hapily will email you a one-time-use link to the Admin app.

      1. Invite members of your team

      Invite any team members who will help you configure Quote Rules, Price Books, or Approval processes.

      From the quote•hapily Admin app, click "Users" in the header.

      From here, you can activate users by clicking the "Licensed" checkbox next to their name.

      Setting their Role

      Choose the appropriate role for each user:

      Only Admin users can access the quote•hapily Admin app, manage Quote Rules, Price Books, and User access.

      The Sales Rep role is for users who build or approve quotes.

      Trial period

      During the trial period, you can activate as many users as you'd like. Once you've activated your subscription, you'll only be able to grant access to as many users as you've purchased licenses for.

      2. Set up your initial Quote Rules

      Work with your team to define the initial Quote Rules you want to build out. See our How to Create Quote Rules document for more details.

      3. Create a Price Book

      Not all organizations need to use Price Books, so feel free to skip this step if it doesn't apply to you.

      Follow the steps outlined in the How to Create a Price Book document.

      4. Set up your approval processes

      Follow the steps outlined in the How to Create a Quote Approval Process document.

      5. Set Company Information in the quote•hapily preferences

      1. Visit the quote•hapily Settings screen.
      2. Set the "Sender company" information.
      3. Review the remaining preferences.

      6. Final HubSpot Setup

      Before you give sales reps access to quote•hapily, you need to replace the standard Quote Builder interface and related features with quote•hapily. Follow the steps below:

      1. Remove the HubSpot default "Quotes" and "Line Items" CRM Cards from the Deal screen.

        • Open the Record Customization screen in HubSpot settings for the Deal object.
        • Edit the view.
        • In the right-side sidebar, look for and remove the Quotes ("Quotes (default)") CRM Card.
        • In the right-side sidebar, look for and remove the "Line Items" ("Line Items (default)") CRM Card.
      2. Add the quote•hapily "Quotes" and "Line Items" CRM Cards to the Deal screen.
        • With the Edit View screen still up, add the "quote•hapily Quotes" and the "quote•hapily Deal Line Items" CRM Cards to the sidebar.
        • Move both of these to the top of the sidebar.
      3. Enable each of the sales reps and quote approvers for quote•hapily
        • Return to the quote•hapily Admin app and click "Users" in the header.
        • Check the Licenses box next to each sales rep or quote approver, and ensure that the Role is set to "Sales Rep". This will trigger an email invite to these users.