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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.
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Includes 5 users.
Additional users: $49/month
Support your sales team with guidance and guardrails so they can quote confidently
What’s included:
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Transform every opportunity into a success story.
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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.
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Frequently Asked Questions
How is quote•hapily priced?
$4,999 per year.
Includes 5 users. Each additional user is $49/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?
- 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?
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!