Easiest CPQ App to Setup and Use With Your HubSpot CRM

• Transform cumbersome paper and spreadsheet quotes to a quick and easy online configure, price, and quote process
• Start from a HubSpot Deal, pick a contact, add products and services line items, discounts and generate slick proposals in minutes
• Ability to read deal or customer specific properties/attributes from HubSpot to guide quoting

Intelligent Quoting & Proposal Engine

• Easily create customized quotes and proposals for each sales scenario
• Intelligent wizard instantly auto-populates quotes based on customer or project similarity including discounts and promotions
• Ability to generate quotes based on sales role, territory, or product seasonality

Flexible Product or Service Quotes

• Rule-based product/service recommendation engine to auto-suggest related products, services, bundles, parts, accessories
• Simple configuration of product and service bundles for the ability quickly add maintenance or repair service line items for installed products on the fly
• Support for multi-level product/service categories with fast catalog search and browse capability
• Ability to scan barcodes from supported mobile apps to automatically load all the relevant customer information in the quote
• Built-in integration with Avalara and TaxJar for automatic tax calculations
• Optional UPS API enables teams to automatically determine shipping charges

Flexible Upsell/Cross-sell Workflows

• Easily configure complex product/pricing structures
• Recommendation and validation engine ensures correct products and services are added
• Ability to automatically suggest adding relevant features, products, and services in real-time

Automatic Proposal Document Generation

• Customizable document templates can easily be configured, branded and uploaded for use in unique proposals
• Generate a single-page quote covering multiple products and services, or a multi-page proposal with attachments
• Ability to integrate multiple quotes/proposals into a single output document (PDF, Word, Excel)

Product, Pricing, and Approval Rules

• Ability to base pricing structures by tiered, block, volume or usage
• Subscription-based pricing with pro-rate, uplifts and renewals
• Simple to write/manage pricing, configuration, dependency and discount rules
• Support for multi-level discount approvals with customizable email notification templates
• Configurable approval rules to automatically approve certain discounts or route quotes to appropriate individuals for approval
• Support for multiple currencies and price books that can be auto-populated based on user location

HubSpot CRM and Optional Back Office Integration

• Full, bi-directional integration with HubSpot
• Automatically fetch company, deal, contact, information from CRM
• Access inventory, delivery estimates from back-office systems like ERP in real-time, while quoting
• Automatically send quotes/proposals to the customer and seamlessly save into HubSpot CRM

Full eSingature Support

• Built-in eSignature capability or integration with popular eSignature platforms such as DocuSign, Adobe, PandaDoc