quote•hapily | Native HubSpot CPQ for Operations

quote•hapily for RevOps and HubSpot Admins

Keeping your sales team on task is a breeze with quote•hapily's intuitive admin features.

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

Say hello to admin bliss and streamlined operations.

Wrangling complex configurations and battling data silos wearing you down? Let quote•hapily take charge and watch as it automates your setups, centralizes your data, and slashes those tedious manual tasks — all directly inside HubSpot.

NOT FOR FANS OF:

❌ Unruly Configurations

❌ Data Silos

❌ Manual Processes

Tame the Chaos

Automate and simplify complex product setups, turning confusion into clarity and saving valuable time

Smash Down Silos

Centralize your product and pricing info into one platform, making data inconsistencies a thing of the past.

Turbocharge Your Workflows

Automate repetitive tasks and let your team focus on the big, strategic projects that drive growth.

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.

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.

Build rules for your sales team without code or complicated logic.

[Rules builder]

Approve quotes for your review with a single click

[Review flow - email and screen]

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.

Control the sales user's experience when creating quotes

[Admin quote flow settings - line items screen]

Keep everyone on the same page with Price Books (coming soon!)

[Price Books]

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.