Speed Up Back-Office Processes with Powerful Quote Approvals.
Transform your quoting process with the quote approvals controls your company needs — because who likes waiting for approvals anyway?
“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
Why Do You Need Powerful Quote Approvals?
Zip Through Approvals
Control which quotes need approval in the first place. Set up rules identifying quotes that can be sent out without bogging down the deal team.
Multi-Stage Approvals
quote•hapily makes it easier than ever to guide your quotes through multi-stage and parallel approvals and through different teams.
Enhanced Compliance
Ensure every approval meets your standards with advanced controls that maintain compliance and accountability throughout your sales process.
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.
LIMITED TIME OFFER FOR NEW USERS Try quote•hapily FREE for 14 days! NO COMMITMENT. NO CREDIT CARD REQUIRED.
1. Generate Quote
Use quote•hapily to generate your customer's quote in an easy-to-use interface that looks and feels exactly like HubSpot.
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.
What can you do with quote•hapily?
2. Trigger Approval Flow
You can set up conditional Quote approvals and determine which approval processes a quote needs to go through based on logic you manage in Quote Rules.
Eliminate complex workflows that always seem to break and centralize these rules in one place.
3. Review the Quote
Approvers are notified instantly and can see every detail of the quote and the history of approvals it has received.
4. Send Quote
Once the quote is approved, send your quote to customers for review and signature. Easy as pie!
quote•hapily supports e-sign and Commerce Hub quote payments.
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.
Request a Demo Today! Start your journey towards smarter, seamless quoting inside HubSpot.
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