“Lorem ipsum dolor sit amet, consectetur adipiscing elit. Tellus fames sollicitudin fermentum elementum risus vulputate. Vitae sed eu nec urna.”
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.
quote•hapily pro
$4,999/ year
Includes 5 users.
Additional users: $49/month
$999 one-time onboarding fee charged in the first year of subscription.
Support your sales team with guidance and guardrails so they can quote confidently.
What’s included:
Pricing Rules
Simple, powerful quote approvals
Price Books & Catalogs
Rapid, easy-to-use quote builder
1-1 CSM-Led Onboarding
quote•hapily enterprise
$9,999/ year
Includes 10 users.
Additional users: $79/month
$2,499 one-time onboarding fee charged in the first year of subscription.
Unlock quote•hapily's most powerful features to fully customize and steer your sales experience.
What’s included:
Everything from the pro plan, plus:
Calculated Pricing
Optional Line Items
Volume Pricing
"Update Line Item" Rule Outcome
Calculated Properties
API Access
Don't know which option is best for your team?
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?
There are two tiers of quote•hapily pricing:
Pro: $4,999 per year.
Includes 5 users. Each additional user is $49/month.
Enterprise: $9,999 per year.
Includes 10 users. Each additional user is $79/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
Weekly one-hour calls throughout your onboarding period
Onboarding typically takes 4-5 weeks
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?
We recommend Sales Pro or Enterprise.
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?
quote•hapily does legally-binding e-signature via Dropbox Sign.
Does quote•hapily handle payments on quotes?
Yes! quote•hapily supports payments via Stripe and HubSpot's Commerce Hub.
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.
