Why Use Rapid Quote Builder?
Lightning Fast
Generate quotes quickly with everything on one screen, streamlining the process, reducing wait times, and maintaining high sales momentum.
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 quote complies with your standards using our wizard's built-in advanced controls for seamless compliance and accountability.
See all of your quote building capabilities
in a SINGLE screen.
Everything your reps need is on a single screen—no tab hopping, no extra tools. Build, adjust, and approve quotes in one place so your team can move faster and stay focused on closing.
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.
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.
Get the latest updates from your admins as soon as you add products.
Receive real-time warning messages to ensure everything is accurate and up-to-date. Enjoy a smoother workflow with timely alerts, keeping your quotes precise and compliant.
Previewing your quote is always just a click away.
With constant preview access, you can check your quote anytime during the process, not just on select screens. Stay informed and confident with every adjustment, ensuring accuracy and ease from start to finish.
The same HubSpot quote fields you know, just out of the way.
Edit all your essential quote details without disrupting your workflow. With sliding panels, quote fields are tucked away, allowing for quick, easy access. No more bouncing between steps—just a seamless, intuitive quoting experience!
