NOW AVAILABLE! Sell without limits with Product Bundles & Packages
Group products into powerful packages that simplify quoting, control product options, and create maximum flexibility with just the right amount of control.
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John Carter
- VP of Marketing at Webflow
Why Manage Bundles & Packages Inside HubSpot?
Keep Your Data Intact
Regardless of how your sales team sells your offerings, ensure the right line item data is in your CRM and ERP, without compromising the customer experience.
Simplify Complex Sales
Take the complexity out of sales with pre-configured product bundles, ensuring your sales team sells the right components every time.
Enhance Customer Experience
Make complex packages easy to understand for your buyer by tailoring your quotes to display only bundle level overviews or line item level details.
Configure Bundles with Multiple Options
Start with any product in your HubSpot Product Library. Surface options to your sales team, complete with price adjustments, and guide your reps to the right package easily.
Admin configures an Included Product Option.
When a Bundle is added to a quote•hapily Quote, Sales Reps can swap Included Products for other Products in the Option.
When Admins override prices of Included Bundle Products, Sales Reps can see that choosing those Products in their Quote will increase the price of the Bundle.
All-Inclusive or à la Carte ... It's Your Choice
Choose to have included options without additional fees, or customize added costs per option and bundle.
All-Inclusive or à la Carte... It's Your Choice
Choose to have included options without additional fees, or customize added costs per option and bundle.
When Admins override prices of Included Bundle Products, Sales Reps can see that choosing those Products in their Quote will increase the price of the Bundle.
Smart Swaps, Smarter Quotes
Need to swap an included product? Sales reps can easily make changes right on the quote and instantly see how it impacts pricing with no surprises, no recalculating.
Take Control of Add-Ons
Add-On settings give you full flexibility. Define prices, set quantity rules, and control which Add-Ons are available in which Bundles — so Quotes stay accurate, consistent, and easy to build.
Take Control of Add-Ons
Add-On settings give you full flexibility. Define prices, set quantity rules, and control which Add-Ons are available in which Bundles — so Quotes stay accurate, consistent, and easy to build.
Show Quote Details (or Keep Your Secrets)
Whether your buyers need to see all the details, or only the ones you want to display, control exactly how your buyer experience is delivered without compromising your sales rules.
See why leveraging rule engines keeps all of your teams happy.
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.
Want to learn more? Let’s talk! Start your journey towards smarter, seamless quoting inside HubSpot.
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