Let’s be honest — most quoting processes weren’t built for complexity. If your team is still adding products one by one, relying on reps to remember what goes with what, or triple-checking every quote for compliance ... there’s a better way.

Bundling brings structure and logic into the quoting process.

It lets you group products, services, and pricing rules into repeatable, scalable packages — so sales can quote quickly and accurately without hunting through a product library or guessing at what’s supposed to be included.

Instead of hoping your reps build the right quote, bundling gives you the tools to make it impossible to build the wrong one.

Take control of complex quotes with structured, logic-driven bundles — directly inside HubSpot.

In this guide, we’ll show you how bundling works inside quote•hapily, why it matters, and how to use it to eliminate quoting chaos, enforce pricing structure, and speed up every deal.

You’ll get clear, real-world examples of how teams are using bundles to:

• Package multi-tier products with usage-based pricing
• Build custom quotes with required add-ons and upgrade paths
• Prevent errors and ensure consistency across sales reps
• Quote faster without sacrificing accuracy

We’re breaking it down across six use cases — from SaaS to manufacturing to consumer tech — to show exactly how bundling helps you sell more, faster, with less mess.

What are Bundles?

If you’ve ever had to build a quote with multiple products, services, add-ons, and tiers — and had to triple-check that you didn’t forget anything — you already know why bundles exist.

Bundles take all the pieces that should go together and let you package them up into one clean, repeatable quoting block.

That might include:

• A product and the onboarding services that always come with it
• Add-ons that flex based on quantity, usage, or tier
• Rules that show or hide options based on who the buyer is or what region they’re in
• Required components that reps can’t skip — and optional ones they can upsell
• All of the above, grouped into a bundle that reps can drop into any quote

You’re not just saving time — you’re enforcing how your business actually sells.

And the best part?

It’s not a static SKU. Bundles in quote•hapily are dynamic, logic-driven, and live inside HubSpot — no syncing, no workarounds.

Whether you’re quoting a laptop with three upgrade paths or a service package with tiered pricing and per-seat logic, bundles let your reps quote faster, more accurately, and with way fewer "wait, did you remember to include...?" moments.

No more checklists. No more cobbled-together SKUs. No more “just copy that old quote” chaos.

quote•hapily lets you build structured bundles directly inside HubSpot — with rules, logic, and flexibility baked in. It’s built for teams who need quoting to be fast, consistent, and scalable, without sacrificing control.

Here’s what that looks like in action:

Real-World  Industry-Specific Use Cases for Complex Bundles

Step-by-step breakdowns of how to configure dynamic, scalable bundles using quote•hapily inside HubSpot — all based on real scenarios across software, services, hardware, and high-complexity products.

USE CASE #1
SaaS Tiered Pricing (Recreating HubSpot’s Pricing Model)

How to Build it in quote•hapily:

Create Tiered Bundles by Product Line
Build one bundle per product line (e.g., Marketing Hub, Sales Hub), and configure tiers as separate line items with the right pricing and descriptions.

Add Dynamic Fields for Seat Counts
Use numeric input fields so reps can enter the number of users or licenses — and tie that input to a pricing multiplier in the quote.

Set Required Inclusions
Attach base packages (like “Platform Access” or minimum user thresholds) as required items that get added automatically when the bundle is used.

Offer Optional Add-Ons
Give reps the ability to toggle things like onboarding services, API limits, or success plans as checkboxes or dropdowns — all priced accordingly.

BONUS: Apply Smart Pricing Rules
Use quote automations to enforce discounts based on seat volume, block invalid configurations, or trigger approvals when thresholds are exceeded. Build one bundle per product line (e.g., Marketing Hub, Sales Hub), and configure tiers as separate line items with the right pricing and descriptions.

USE CASE #2
Selling Complex Heavy Equipment (Like a Combine Harvester)

How to Build it in quote•hapily:

Create a Bundle Header for Each Model
Start with a product for each base machine (e.g., “CLAAS Lexion 8900”) and set the base price (in this case, a cool $1,000,000). This becomes your bundle header.

Add Required Configuration Categories
Use included product options for categories like:

• Ground drive & tires (e.g., wheels vs. Terra Track treads)
• Grain handling system
• Header type (required — and priced)
• Residue management
• Cab comfort level (e.g., Premium vs. Premium+)
• Set default options at $0 (e.g., standard tires)
• Add price deltas for upgrades (e.g., +$50K for treads, +$5,300 for a better cab)
  
  

Create Add-On Sections for Optional Gear
Add an “Additional Equipment” section with optional items like:

• Premium toolbox
• Air compressor
• Central lube system
• Handwashing station

BONUS: Automate Protection Plan or Rules
You can set up quote automations to trigger add-ons like extended protection plans or enforce compatibility rules (e.g., certain headers only work with certain tanks).

USE CASE #3
Selling Configurable Consumer Tech (Like a Rivian R1S)

How to Build it in quote•hapily:

Create the Base Product as the Bundle Header
Start with a product like “R1S California Dune” with a set base price (e.g., $105,900). Assign it to a dedicated price book for Rivian vehicles to control visibility.

Add Structured Config Options
 Use included product options for configurable elements like:

• Wheels: Base model default, upgrade adds $1,000
• All-terrain packages
• Pre-included accessories (e.g., cargo crossbars, free mounts)

These are shown as default selections, but can be upgraded or removed based on logic.

Break Out Add-Ons by Category
Create separate sections for:

• Charging (e.g., Rivian wall charger — $800)
• Interior accessories (e.g., floor mats, cargo covers, speakers)
• Crossbars & mounts (e.g., surfboard or bike mounts)

Allow reps to select multiple, and optionally set max quantities if needed.

Use Price Adjustments per Selection
Assign price to each upgrade or add-on — every selection contributes to the total dynamically. The quote auto-updates in real time.

Deliver a Buyer-Ready Quote
Use grouped display logic to show selections under bundle headers (optional but encouraged). Final pricing, selections, and structure appear clean and professional.

USE CASE #4
Dynamic Tech Configurations (Like Building a MacBook Pro)

How to Build it in quote•hapily:

Create the Bundle Header for the Device
Start with the base product (e.g., “MacBook Pro – 14” Space Black”) as your bundle header. Set the base unit price (e.g., $1,599) and assign it to your price book.

Set Up Required Configuration Options
Start with the base product (e.g., “MacBook Pro – 14” Space Black”) as your bundle header. Set the base unit price (e.g., $1,599) and assign it to your price book.

 Use included product options to create categories like:

• Display type (e.g., standard vs. nano-texture)
• RAM size (e.g., 16GB default, upgrades to 24GB)
• Storage (e.g., 512GB → 1TB → 2TB)
• Power adapter (e.g., 70W vs. 96W)
  

Each option should link to real products in your HubSpot catalog — with pricing rules baked in.

• Default options = $0 (included)
  

• Upgrades = price delta added to the bundle total

Add Optional Software & Accessories
Create add-on sections for things like:

• Final Cut Pro / Logic Pro licenses
• AppleCare or warranties
• Laptop sleeves, extra chargers, dongles, etc.

Let reps mix and match — quantity caps and defaults are fully configurable.

Design the Quote Experience
Use quote•hapily’s bundled quote module to visually nest all selected options under the base product — keeping the quote clean, organized, and client-ready.

BONUS: Use Rules for Complex Configs
Want to block incompatible selections (e.g., Nano-texture + wrong adapter)? Add validation rules or automate approval flows based on config logic.

USE CASE #5
High-ticket Deeply Customized Products (Like a Tiny Home)

How to Build it in quote•hapily:

Create a Unique Bundle for Each Model
Don’t stuff every home into one mega-bundle. Instead, create a separate bundle for each model (Faron, Aspen, Elm), so configuration options stay relevant and manageable.

Build the 'Size + Layout' Option Set
Use the included product field to offer layout options (e.g., Faron 26 Pacific, Faron 30 Alta, Faron 33 Alta).

• Set the base layout as default.
• Assign each layout its full price — no price override needed.
• The bundle total will be calculated from these selections automatically
  

Add Trim Packages with Tiered Pricing
Create an “included product” group for trim finish (e.g., red/white/silver = $0, white/bronze = $22,779, cedarwood = $8,579).

• Use the default trim as the no-cost option.
• Price upgrades as their own products to contribute to the total quote.
• No overrides — just clean, native product pricing.

Build Add-On Sections for Appliances
Use an add-on group for kitchen upgrades like oven, dishwasher, and microwave.

• Set max quantity to 1 per item.
• Allow reps to select one, some, or all — each priced independently.
• All selections dynamically update the quote total.

BONUS: Add Logic for Future Automations
 Want to add install fees if a certain oven is selected? Or block incompatible layouts? Use quote automations or rules to trigger hidden fees, block selections, or require approvals.

USE CASE #6
Quoting HR Software with Per-Employee + Flat-Fee Logic

How to Build it in quote•hapily:

Create a Bundle Header for the Full Platform
Build a product called “HR Software Bundle” with a $0 price — the total quote will be based on the selections made within the bundle.

Add a Section for Per-Employee Products
Create an add-on option called something like “Per-Employee Tools” and drop in items like “HR Platform” and “Payroll.”

• Set the default and minimum quantity to 1
• Leave the max quantity blank so reps can input headcount
• Pricing automatically scales based on quantity × unit price (e.g., 50 employees × $15/user)
  

Add a Section for Flat-Fee Products
Create a second add-on group (e.g., “Flat Monthly Tools”) and add “Contractor Management” and “Employer of Record.”

• Lock the max quantity to 1
• Disable quantity input — reps can only select or deselect
• These contribute a fixed monthly amount to the quote
  

Leave Included Products Blank
Since this is a fully customizable, a la carte experience, don’t set any default inclusions — the bundle builds itself based on what’s selected.

BONUS: Add Tiered Discounts or Approvals
Want to apply a discount at 100+ employees? Or require approval for pricing over $5,000/month? Layer in rules via quote automations.

Smarter Bundles. Faster Quotes. Fewer Headaches.

Bundling makes complex quoting simple, scalable, and way more consistent — no hacks, no handholding, no room for error.

When your quoting process matches how you actually sell, everything gets easier. Your reps quote faster. Your pricing stays accurate. Your deals move forward.

Want to see more? Book a demo to see how quote•hapily can work for you!