Get peace of mind your quotes aren't breaking the bank by implementing a rules engine that helps keep your quotes (and sales teams) in check.
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John Carter
- VP of Marketing at Webflow
Why Use Custom Rules for Quotes?
Zip Through Approvals
Automatic Approvals streamline your workflow, cutting wait times and ensuring faster decision-making and keeping sales momentum high.
Speed to Signature
Get those quotes into inboxes faster, so you can focus on bringing in revenue instead of twiddling your thumbs waiting for the back office to hit send.
Enhanced Compliance
Ensure every approval meets your standards with advanced controls that maintain compliance and accountability throughout your sales process.
LIMITED TIME OFFER FOR NEW USERS Try quote•hapily FREE for 14 days! NO COMMITMENT. NO CREDIT CARD REQUIRED.
Build complex rules from any HubSpot data, including Custom Objects.
Create pricing strategies and build workflows that truly fit your business by creating complex rules from any HubSpot data, including Custom Objects— so everything works just the way you need it to.
Set outcomes based on individual rules to ensure your process is delivered as designed, every time.
Ensure your workflows run smoothly by setting specific outcomes for each rule, giving you full control and consistency in every step — from pricing to approvals and beyond.
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.
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.
Request a Demo Today! Start your journey towards smarter, seamless quoting inside HubSpot.
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