quote•hapily
Native CPQ for HubSpot: Price Books, Rule Engine, Quote Builder & more
Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
quote•hapily Subscription - Pro or Enterprise plans
Overview
1/8 - Rapid Quote Builder
Simplify Your Sales Process, Elevate Your Deals
Transform the way you handle quotes with quote•hapily — a native, intuitive CPQ solution designed to work seamlessly within HubSpot.
Effortlessly create, manage, and deliver quotes, all while maintaining pricing accuracy and speeding up approvals. Say goodbye to manual bottlenecks and hello to a streamlined process that keeps your sales moving forward, faster and smoother.
By integrating directly with HubSpot, quote•hapily reduces friction in your sales workflow, empowering your team to close deals with greater efficiency. Whether you need to manage complex pricing structures, automate approvals, or bundle products, quote•hapily delivers the tools to elevate your sales strategy.
Plus, the app is packed with powerful features to streamline your sales process:
Rapid Quote Builder: Everything you need is right in front of you, eliminating the hassle of switching between screens. Build, edit, and review your quotes seamlessly, all in one place for ultimate efficiency and convenience.
Advanced Approvals: Ensure every quote meets your standards with flexible approval workflows that speed up decision-making.
Price Books: Manage complex pricing with ease using customizable price books that keep your sales team aligned and efficient.
Bundling: Simplify the selling process by bundling products and services into cohesive packages that appeal to your customers.
Rule Engines: Tailor your quotes with smart rules that adapt to your business needs, automating discounts, upsells, and more.
Discounting: Offer precise and controlled discounts, ensuring profitability while delivering value to your customers.
Enjoy the peace of mind that comes with native integration, streamlined workflows, and a better overall quote-to-cash experience. Boost your team's efficiency and watch your sales process become smoother than ever before.
Let quote•hapily be the secret weapon in your sales arsenal – your deals have never looked this good!
Features
Rapid Quote Builder
Build, edit, and review your quotes with everything right in front of you directly inside HubSpot — no more bouncing between tools! Get real-time updates, accuracy checks, and quick previews anytime. Sliding panels keep quote fields handy without disrupting your workflow. It’s seamless, intuitive, and designed to help you focus on closing deals.
Advanced Approvals
Set up custom approval workflows that automatically route quotes to the right people based on criteria you define. No more manual follow-ups or delays—approvals happen quickly and efficiently. With everything tracked and organized, you’ll keep things moving and maintain accuracy, freeing you up to focus on closing deals faster.
Custom Rules Engine
Easily set conditions that trigger actions like discounts, approvals, or product recommendations based on the criteria you define. No more manual calculations or guesswork—rules ensure consistency and accuracy across every quote. With everything handled automatically, you can focus on selling while the system manages the details.
Price Books
Create and organize multiple price books for different products, regions, or customer segments — all within HubSpot. Instantly apply the right pricing to any quote without searching through spreadsheets. With everything in one place, adjustments are simple, and accuracy is ensured, letting you focus on what matters most: selling.
Calculated Pricing
With calculated pricing, you can set up dynamic pricing rules that automatically adjust based on factors like usage, volume, location, and contract terms. Instead of manually recalculating pricing for every quote, your sales team can generate accurate, customized quotes in seconds.
App Functionality
Shared Data
Company Properties | ||
Contact properties | ||
Deal Properties | ||
Deals | ||
Domains | ||
Product Properties | ||
Quote Line Items | ||
Quotes | ||
Quotes |
Reviews
5.0
13
5.0
13
- Nov 4, 2025
Must have unlock for advanced quoting
Quote Hapily is a "must have" unlock for advanced quoting for my team. Implementation was fast. We were live and quoting in a couple days, not weeks. It plugs directly into HubSpot, pulls in our products, and just works. Our quoting motion is faster, cleaner, and has fewer back and forth edits. If your sales team lives in HubSpot and needs speed, Hapily is worth it.
Price books and bundling combined with rule sets!
Nothing to note so far.
Peterson, D.
- May 7, 2025
A Game-Changing Solution for HubSpot Quoting Made Simple and Powerful
Quote Hapily solves everything we need it to and more. Quoting on HubSpot can be a real chore, but Quote Hapily makes it a breeze. Between price books, robust approvals conditional logic for line items, and more they've got it all. If you quote out of HubSpot, you need Quote Hapily.
Bryant, C.
Pricing
Pro
$4,999
/yearFor teams looking to supercharge their quoting process
Automated Approvals
Price Books & Catalogs
Discount Controls
Rapid Quote Builder
Guided Selling
Custom Rules Engine
Bundles & Packages
Pro
$4,999
/yearFor teams looking to supercharge their quoting process
Automated Approvals
Price Books & Catalogs
Discount Controls
Rapid Quote Builder
Guided Selling
Custom Rules Engine
Bundles & Packages
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 12/03/2025
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