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John Carter
- VP of Marketing at Webflow
It's time to experience total quoting bliss.
Messy quoting processes and endless manual tasks are about to be a thing of the past.
And with licenses starting at just $39/user/month, you can streamline your quote-to-cash journey without breaking the bank.
Pay Monthly
Pay Annually (Save 20%!)
Get Started Now!
$49 / month, per user
$39 / month, per user (paid annually)
Effortlessly automate Quotes, streamline approvals, and eliminate busy work — all within HubSpot.
TRY IT FREE FOR 14 DAYS
What’s included:
Enforce pricing policies
Simple and powerful Quote approvals
Price Books & Catalogs
Product Bundles (coming soon!)
Friendly and efficient Quote Builder
Built natively within the HubSpot platform
Transform every opportunity into a success story.
quote•hapily redefines efficiency and accuracy in your sales and revenue operations. Harness the power of seamless CPQ experience inside HubSpot to streamline every quote and close deals faster.
Effortlessly Manage Your Product Libraries
Got a mess of product libraries and price books to juggle? Handle them all directly in HubSpot for seamless adoption and rock-solid consistency.
Enforce Quote and Pricing Policies with Ease
Establish discount guidelines, create validation rules, and set up a streamlined approval process — equipping users to easily generate quotes while maintaining compliance with pricing strategies.
Complex Pricing Made Simple
Kick your spreadsheets and reference tables to the curb. Automate complex pricing structures and discounts with ease, enabling your team to focus on selling, not number-crunching.
Frequently Asked Questions
How is quote•hapily priced?
Month-to-Month (3 month minimum): $49/user/month
Annual Pricing (20% discount): $39/user/month
Who needs a quote•hapily license?
Anyone creating quotes
Anyone approving quotes
Anyone managing Quote Rules or Price Books
Anyone managing quote•hapily users
Can I use my own HubSpot custom quote template?
Yes, quote•hapily works with any HubSpot custom quote template.
How long is the onboarding process?
Onboarding includes:
Basic training around quote rule setup
Approval workflow setup
Customization of a quote template for your team
Two one-hour calls.
Usually done in less than a week
How do I add more seats to my plan?
Sign into the admin, and click “manage my subscription"
Do you offer white-glove onboarding?
Sure do! Contact us to get pricing.
What HubSpot Hubs do I need?
quote•hapily works with any HubSpot tier!
What kind of support do you offer?
The best kind! Reach out to care@hapily.com for all of your support needs.
Can I set up multi-stage-approvals?
You sure can!
Does quote•hapily handle e-signatures?
This feature is coming soon!
Does quote•hapily handle payments on quotes?
This feature is coming soon!
I have a suggestion for a new feature, can it be considered?
YES! Head over to our ideas forum to submit your idea (or upvote others) to get new features onto the roadmap
LIMITED TIME OFFER FOR NEW USERS Try quote•hapily FREE for 14 days! NO CREDIT CARD REQUIRED
Request a Demo Today! Start your journey towards smarter, seamless quoting inside HubSpot.
