Customize Your Templates and Deliver Beautiful Prospect Experiences
Turn your quotes into conversion powerhouses with a library of fully embedded quote•hapily modules that can be added to any quote template to help inform, persuade, and close the deal.
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John Carter
- VP of Marketing at Webflow
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.
Browse Our Modules
Our growing library of Quote Modules comes out-of-the-box with every quote•hapily license and unlocks the power to enhance and customize your templates, your way.
Ensure every deal is signed, sealed, and legally sound. Perfect for contracts, agreements, or anytime you need a quick "I Agree."
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.
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.
What can you do with quote•hapily?
Embed YouTube Videos
Bring your product to life with embedded videos. Demo walkthroughs or customer testimonials become as easy as "just hit play."
Embed Google Docs
Add detailed documentation, Statements of Work, or project specs from Google Docs directly into your quote. Ideal for proposals that need extra depth.
Embed Google Slides
Impress with a sleek Google Slides presentation right inside your quote. Perfect for pitch decks or visually rich proposals.
Embed Google Sheets
Showcase real-time data, pricing breakdowns, or ROI calculations from Google Sheets. Great for transparency and data-driven decision-making.
'Group By Products' View
Organize products into clear categories for easy viewing. Perfect for breaking down line items in sections like Products, Services, Labor, or Software to make quotes simple and more intuitive for your customers.
Manage Property Visibility
Customize what your customer sees. Show or hide fields to keep things relevant and avoid overwhelming clients.
Conditional Rich Text
Add dynamic text that changes based on your customer’s needs. Great for personalizing terms, summaries, or custom pitches.
Display Bundle Options
Showcase what’s inside each bundle with a detailed breakdown. Perfect for giving customers a clear view of exactly what they’re getting.
Embed Forms
Collect critical info without switching tools. Ideal for gathering billing information, additional details, or custom preferences.
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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