Empower reps with smart prompts and automated inputs that shape the quote for them — no second-guessing, no skipped steps, just faster paths to perfect quotes.
“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 Use Guided Selling?
Logic & Rules So Reps Can’t Mess It Up
Set up prompts, logic, and validations that guide every quote — so reps don’t have to remember the process (or accidentally skip a step).
Inputs That Build the Quote for You
From payment terms to tax rates, reps answer a few quick questions and Guided Selling assembles the right quote automatically.
Custom Paths With Zero Confusion
Whether it’s recurring services, bundled products, or usage-based pricing — give your team tailored flows that fit every scenario.
Smart Prompts at Every Step
Ask reps the right questions up front — and let their answers build the quote behind the scenes.
Auto-Apply Terms, Taxes, and Frequencies
Configure your logic once and let the system apply the right details every time.
File Uploads & Custom Inputs
Collect files, notes, or custom fields directly inside the quote builder flow.
Build-Your-Own-Quote Adventure
Create flexible quote paths based on products, services, or customer types.
Enforced Data Collection
Require specific fields before quotes can be generated — so nothing critical is missed.
Pre-Configured Paths for Common Scenarios
Set up guided flows for popular configurations, recurring models, or service packages.
Guided Selling That Does the Heavy Lifting
Give your team a quoting experience that thinks ahead. Guided Selling uses smart prompts and built-in rules to collect the right info, attach the right files, and build the right quote — all while staying aligned with your sales process.
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.
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.
2. Trigger Approval Flow
When your quote looks good to go, hit submit to trigger your custom approval workflows
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.
Want to learn more? Let’s talk! Start your journey towards smarter, seamless quoting inside HubSpot.
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