Proudly backed by
It's Time to Quote the Way You Actually Sell
quote•hapily is a natural extension of HubSpot, merging complex quoting functions and business rules seamlessly within your existing quoting workflows, giving you more control over your quoting process and policies than ever before.
Power Up Sales
Empower your sales teams to handle complex pricing with ease and keep all your quoting activities in one place.
Rule Your Quotes
Stay on top of compliance with automated rules. Precise, hassle-free, and always in line with policy.
Fits All Teams
Big or small, any industry, any Sales Hub tier — quote•hapily is ready to roll for your team.
Streamline Every Quote Directly inside HubSpot.
From initial quote to final approval, streamline processes, maintain pricing accuracy, and accelerate deal velocity — all within the platform you already trust.
Efficiency
Eliminate the need for external tools or spreadsheets, keeping all pricing strategies within HubSpot.
Consistency
Maintain consistent pricing across all deals, reducing variability and increasing reliability in quotes.
Scalability
Effortlessly adjust pricing for various products and services as your business evolves.
Compliance
Enforce policy compliance with rules that prevent unauthorized products and discounts on quotes.
Scalability
Effortlessly adjust pricing for various products and services as your business evolves.
Acceleration
Speed up the sales cycle and close deals faster by generating accurate quotes quickly.
Keep Your Reps HubSpotting hapily
Eliminate the hassle of retraining your reps on new ERP systems or having to rely on external pricing calculators by giving them access to all the tools they need within a platform they already know and love.
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.
Effortlessly Manage Custom Pricing and Catalogs
Easily manage different prices and product catalogs for different customer segments or sales teams. Selling globally? quote•hapily handles multiple currencies natively.
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.
Keep Your Reps HubSpotting hapily
Eliminate the hassle of retraining your reps on new ERP systems or having to rely on external pricing calculators by giving them access to all the tools they need within a platform they already know and love.
Accelerate Your Deals
Enable your sales team to close deals faster by generating accurate quotes quickly without added friction — reducing the time from first quote to final agreement, streamlining your sales pipeline and helping you secure revenue more efficiently.
Don't let manual processes and data silos hinder your growth.
Embrace the power of automation and compliance with advanced CPQ features that fuel your quote to cash journey.
Price Books
Rules Engine
Bundles & Packages
Discount Controls
Advanced Approvals
Calculated Pricing
Rapid Quote Builder
Customizable Templates