Why do you need HubSpot + quote•hapily?
HubSpot is a powerhouse, but managing compliance and approvals for quotes can be a challenge. Enter quote•hapily — purpose-built for HubSpot to streamline processes and ensure your sales team handles quotes and orders with confidence.
A Fully Native Quoting Experience for Users That’s 100% HubSpot, 0% Hassle
quote•hapily is built entirely with HubSpot’s UI extensions and design system, ensuring the experience feels like it’s part of the platform itself.
For end users, it’s business as usual — they never leave HubSpot or even realize they’re using an app.
Now that’s native done right.
Here's how it works:
Rules Engine
Stay on top of compliance with automated rules. Precise, hassle-free, and always in line with company policy.
Advanced Approvals
Transform your quoting process with the approval controls your company needs — because who likes waiting?
Price Books
Streamline quoting by ensuring only the right products are added to the right quotes, at the right price.
Product Bundles
Use a single product for multiple SKUs, streamlining packaging, pricing, and ensuring robust data and a smooth customer experience.
How to Take Your Standard HubSpot Instance Further with quote•hapily
STANDARD HUBSPOT
No Rules or Controls in Quotes
Users have (mostly) open access to most HubSpot's standard Quote features, making it difficult to enforce consistency, prevent errors, and maintain control over the quoting process — leaving your quotes vulnerable to mistakes.
Pricing
Users can set any line item price they wish.
Discounts
Users can add a 100% discount to any line item.
Product Access
Users have access to the entire Product Library in their HubSpot instance, with no further guidance provided about bundling/grouping SKUs for particular sales.
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.
STANDARD HUBSPOT
Limited Flexibility with Approvals
Approvals for all quotes are either fully on or completely off, with no option to require approvals for only certain quotes.
This rigid setup can bottleneck your sales process, add unnecessary workload to your deal desk, or worse — leave the door wide open for errors.
Plus, only one approver can be assigned, with no access to their approval history or activity — a critical gap in accountability and tracking.
Flexible Workflows for any Scenario with Advanced Approvals
Leverage Quote Rules and HubSpot Workflows to handle approvals for any scenario — auto-approve certain quotes, route others to finance, and even set up sequential or first-to-approve processes with ease.
Detailed Quote Activity audit trails offer full visibility into every step of the approval process, complete with timestamps and approver names.
STANDARD HUBSPOT
Basic Product Folder Structure Limits Scalability
Product organization is restricted to single folders and text-based search, making it difficult to manage large product libraries and increasing the risk of sales rep errors.
Tailored Pricing, Every Time with Price Books
Make sure your reps sell the right product to the right customer at the right price. Single products can even be customized with different prices and rules across multiple price books.
STANDARD HUBSPOT
Simple Products Don't Support Advanced Pricing Options
HubSpot products are WYSIWYG — meaning what’s in the CRM directly mirrors what appears on the Quote, leaving no flexibility to bundle or further itemize offerings.
Streamlined Options to Sell More with Product Bundles
Represent multiple SKUs with a single product, streamlining packaging and pricing while keeping your internal data accurate and your customer experience seamless.