Whether it’s state, local, or VAT, taxes are calculated and applied instantly, so every quote stays accurate and audit-ready.
Discounts that apply themselves — so you don’t have to.
Set percentage or fixed discounts to auto-apply based on your rules, ensuring every deal is competitive without cutting into margins.
Add entire collections at once —because quoting should be quick.
Selling bundles? Drop in multiple items with one click instead of building line by line—because time is money.
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.
Request a Demo Today! Start your journey towards smarter, seamless quoting inside HubSpot.
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