Transform your discount strategy from a revenue drain to a profit gain with CPQ magic.
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John Carter
- VP of Marketing at Webflow
Why Implement Discounting?
Maximize Profit Margins
Ensure every discount aligns with your revenue goals. Use discounting rules to mitigate excessive markdowns and safeguarding your profit margins.
Accelerate Sales Cycles
Predefined rules and thresholds enable quick decision-making, allowing your sales team to close deals faster without the bottleneck of manual approvals.
Enable Personalized Pricing
Improve customer loyalty and satisfaction by offering discounts that meet their specific needs and expectations.
LIMITED TIME OFFER FOR NEW USERS Try quote•hapily FREE for 14 days! NO COMMITMENT. NO CREDIT CARD REQUIRED.
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 how easy it is to implement a discounting strategy with quote•hapily.
1. Set the rules.
Picture this: Your admin creates a rule blocking discounts over 40%, ensuring pricing stays within your guidelines and protecting your margins.
2. Sales rep adds a discount
The sales rep starts creating their Quote and applies a line item discount, unaware of the rule in place.
3. Get instant feedback.
The sales rep is notified immediately that the discount exceeds the limit, preventing the Quote from being published until it’s adjusted.
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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