Simplify, Customize, and Optimize with Dynamic Price Books
Ditch the price tag drama and take control of your quoting strategy with dynamic Price Books integrated right into your HubSpot CRM.
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John Carter
- VP of Marketing at Webflow
Why Use Price Books?
Simplify Pricing Management
Eliminate the hassle of manually updating pricing spreadsheets. With Price Books, all pricing information is stored in one accessible location.
Customized Pricing
Easily create and manage customized price books for different customer segments, regions, teams, or product lines.
Real-Time Updates
Stay agile and maximize revenue by dynamically adjusting your pricing to market changes, inventory levels, and sales strategies.
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.
LIMITED TIME OFFER FOR NEW USERS Try quote•hapily FREE for 14 days! NO COMMITMENT. NO CREDIT CARD REQUIRED.
Easily set up multiple catalogs in a familiar, friendly UI for ultimate pricing flexibility.
Streamline quoting by making sure that only the right products are added to the right quotes.
Use the Rule Builder to set the Price Book your sales reps use on specific quotes.
Set Price Books based on location, time of year, and other criteria to ensure that sales reps are quoting customers the right prices, every time.
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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