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How quote•hapily Helps HubSpot Shine


Built natively built for HubSpot, quote•hapily brings your data and processes together while giving your sales team the guidance and guardrails to unlock HubSpot's full potential.

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John Carter

- VP of Marketing at Webflow

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.

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.

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.

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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.

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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.

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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.

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What can you do with quote•hapily?

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.

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How to Take Your Standard HubSpot Instance Further with quote•hapily

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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.

HUBSPOT + QUOTE•HAPILY

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.

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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.

 

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STANDARD HUBSPOT

Limited Flexibility with Approvals

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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.

Turn On Approvals

Plus, only one approver can be assigned, with no access to their approval history or activity — a critical gap in accountability and tracking.

HUBSPOT + QUOTE•HAPILY

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.

Approval Flow Shorter

Detailed Quote Activity audit trails offer full visibility into every step of the approval process, complete with timestamps and approver names.

Approval Workflow Screenshot

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STANDARD HUBSPOT

Basic Product Folder Structure Limits Scalability

Native Products and Quotes Folder

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.

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HUBSPOT + QUOTE•HAPILY

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.

Price Book Screenshot with Discounts

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STANDARD HUBSPOT

Simple Products Don't Support Advanced Pricing Options

Line Item Output

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.

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HUBSPOT + QUOTE•HAPILY

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.

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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.
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Request a Demo Today!
Start your journey towards smarter, seamless quoting inside HubSpot.