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quote•hapily for Finance

Handle pricing and approvals right inside HubSpot, preventing revenue leaks and making your financial operations smooth and effortless.

LIMITED TIME OFFER FOR NEW USERS
Try quote•hapily FREE for 14 days!
NO CREDIT CARD REQUIRED

Smoother operations + fewer headaches = more profit.

Wrestling with pricing errors and revenue leaks? With better discount management, seamless quote control, and efficient approval workflows, quote•hapily helps your finance team keep everything running smoothly and profitably.

NOT FOR FANS OF:

❌ Inconsistent Prices

Lost Revenue

❌ Manual Approvals

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Price Like a Pro

Automate and enforce consistent pricing rules, ensuring every quote is spot-on and reliable.

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Lock Down Revenue

Strategically manage discounts to prevent leaks and maximize your profits.

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Speed Through Approvals

Streamline the approval process, cutting down delays and accelerating deal closures.

ZayPQ product libraries
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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.

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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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ZayPQ product libraries

All your quote building capabilities in ONE screen - yes, you heard us!

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Get the latest updates from your admins as soon as you add products

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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.

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Previewing your quote is always just a click away

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Adding Products

The same HubSpot quote fields you know, just out of the way

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Finally, CPQ for HubSpot That Just *Clicks*

quote•hapily doesn't just connect to HubSpot — it's a natural extension of it, merging complex CPQ functions seamlessly within your existing workflows giving you more control over your quoting process than ever before.
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Request a Demo Today!
Start your journey towards smarter, seamless quoting inside HubSpot.