Make quoting the part of your sales process that just works

If quoting slows your team down or forces you into messy workarounds, quote•hapily is the upgrade you’ve been waiting for. It lives inside HubSpot, feels like HubSpot, and fixes the gaps everyone quietly complains about.

With quote•hapily, reps build accurate quotes without wrestling spreadsheets, second guessing pricing, or waiting on approvals. Everything is faster, cleaner, and more controlled so deals move forward instead of getting stuck in back-and-forth limbo.

Why teams choose quote•hapily

You get the power of true CPQ without leaving the CRM your reps already love. No extra systems. No clunky integrations. Just a quoting engine that handles the real complexity behind your business.

• Smart Quoting Rules

  Set guardrails and barriers that keep your team moving fast and staying within your policies. Automate fees, enforce discounts, add required items, set terms, and more.

  
  

• Price Books

  Support pricing for different customer types, regions, tiers, or segments. Your team stays aligned and your pricing stays consistent.

  
  

• Bundling

  Sell packages the way your customers buy. Build configurations, add ons, and upgrade paths without manual math.

  
  

• Advanced Pricing Controls

  Adapt your CPQ to your pricing model, not the other way around. Finally retire that spreadsheet that no one is ever quite sure is the latest version.

  
  

• Advanced Approvals

  Skip approval for some quotes and send it to the CFO for others. Flexible workflows that match how your business actually works. Faster decisions, fewer accidental exceptions.

  
  

• Product Variants

  Say goodbye to creating dozens of nearly identical SKUs. Variants let you define one product, then adjust pricing, attributes, and options in a clean, structured way. Reps pick what applies, and the right price appears automatically. It keeps your catalog tidy and your quotes accurate, even when you sell products with lots of moving pieces.

  
  

• Controlled Discounting

  Let reps move quickly while keeping your margins protected.

And because quote•hapily is built natively on HubSpot, your data, your workflows, and your reporting stay perfectly connected. No syncing headaches. No duct tape. Just a smooth quote to cash experience.

The result

A sales process that feels more confident. A team that wastes less time. Deals that close faster because nothing gets in the way.

quote•hapily gives your reps the system they need to sell with clarity and gives your leaders the reliability they need to trust every quote that leaves the building.

Your quotes can work this smoothly. We’ll show you how.