NOW AVAILABLE! The Winning Formula for Smarter Quotes
Calculated pricing takes the guesswork out of quoting — because formulas should work for you, not the other way around.
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John Carter
- VP of Marketing at Webflow
Why Use Calculated Pricing?
Field-Driven Formulas
Create dynamic formulas that pull data directly from fields on related objects like companies, deals, or line items. Build smarter quotes that adapt to your CRM data.
Dynamic Pricing
Empower your sales reps to enter specific values you define and watch the system calculate prices instantly based on admin-defined formulas.
Quote-Specific Pricing
Handle even the trickiest requirements: add onboarding as 15% of the total software value, ensure gross margin targets are met, and much more.
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How Calculated Pricing Works:
1. Build Your Formula
Use the Price Builder to set up your calculation logic. Select products, choose fields, apply operators, and define the formula that fits your pricing strategy.
2. Assign to Products
Assign your calculation to products across pricebooks and watch your calculations update automatically based on the pricing formula you’ve configured.
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.
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.
2. Trigger Approval Flow
When your quote looks good to go, hit submit to trigger your custom approval workflows
3. Notify Approvers
Approvers get notified quickly to start the approval process using predefined rules based on what is in the quote.
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.
4. Send Quote
Once the quote is approved, it's sent on it's way to your customer for review and signature. Easy as pie!
See why leveraging rule engines keeps all of your teams happy.
3. Manage Volume Pricing
Easily manage volume or bulk pricing — whether you’re offering discounts for big orders or fine-tuning rates for smaller ones, volume pricing has you covered.
4. See It in Action on Your Quote
When it’s time to generate a quote, calculated pricing does the heavy lifting for you. The final quote reflects your tailored pricing with every detail automatically calculated.
Industries that thrive with smarter, formula-driven quotes:
Contractors & Construction
When quoting materials like lumber, cement, or paint, calculated pricing factors in quantity, size, and market rates, ensuring accuracy and competitiveness.
HR, Payroll, Benefits, & Workforce Management
Automatically calculate PEPM pricing based on company fields or any other value in your CRM to calculate the right price every time.
Event Planning Services
From venue rental costs to catering per attendee, calculated pricing ensures you’re quoting based on real-time headcounts and other event-specific factors.
Professional Services
From venue rental costs to catering per attendee, calculated pricing ensures you’re quoting based on real-time headcounts and other event-specific factors.
Manufacturing & Wholesale
Scale automatically with volume discounts, material costs, and shipping charges, keeping quotes aligned with fluctuating operational expenses.
Subscription-Based & SaaS Businesses
Calculate prices based on tiers, user counts, or add-ons, ensuring every subscription quote aligns with your customer’s unique needs.
Logistics and Transportation
Factor in variables like weight, distance, delivery speed, and more, creating quotes that reflect the unique demands of every shipment.
Retail & E-Commerce
Automatically adjust pricing for bulk orders, apply location-specific shipping rates, or calculate discounts based on cart totals.
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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