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Customize Your Templates and Deliver Beautiful Prospect Experiences

Start with smart templates that do the heavy lifting — giving reps a faster path to polished, compliant, ready-to-sign quotes.

Pre-Built and Ready to Quote

Start fast with plug-and-play templates for your most common quoting scenarios — included with every quote•hapily install:

Proposals

Contracts

Product Sales

Products

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.

 

Have a module idea?

Add Terms of Use Checkbox

Ensure every deal is signed, sealed, and legally sound. Perfect for contracts, agreements, or anytime you need a quick "I Agree."

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.

Attach Files to Quotes with Ease

Need to include an MSA, scope of work, or supporting doc? Upload files during the quoting process and collect signatures on everything — all in one place.

file attachment
Optional Line Items on Quote

Include Optional Line Items

Let customers pick and choose. Add optional services or products to your quote — they select what they want, then sign and go.

Customization Without Compromise

Quote Modules and Templates give you the flexibility to design quotes that match your sales motion — with layouts, branding, and content you control. Start with polished templates, add the modules you need, and deliver a seamless buyer experience 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.
designed to work with Sales Hub
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Want to learn more? Let’s talk!
Start your journey towards smarter, seamless quoting inside HubSpot.