Direct Deal Line Item Generation

QuoteXelerator turns vendor quote files (JSON, CSV) into HubSpot deal line items. No second quoting system, no separate pipeline required. Generated line items show up in revenue reporting and forecasting the same minute they're written, and your existing HubSpot quote templates pick them up wihtout an issue in your normal quoting process.

Recipes: Your Quoting Playbook

A recipe holds the discount limits, FX rules, field mappings, and user permissions for one vendor or quote type. This is the main FX-Controlling Feature. Select from two Margins Strategies, each tailored to providing more value. Growth is there to supply your customers a better than market rate. Consolidate is there to extend your margins.

Multi-Currency FX Engine

Quote in 30+ currencies on daily ECB reference rates. Enter what you actually paid for the foreign currency, including bank markup and transfer fees, and the engine bakes that real cost into every line item. The margin you see at the time of quoting matches the margin you book at the time of procurement.

Smart Field Mapping

On first read, vendor columns map to HubSpot line-item fields. If detection misses a column or hits an ambiguous one, fix the mapping once inside the recipe. From then on, every quote from the same vendor follows the corrected mapping. Recurring vendor exports become a one-time configuration.

Target Pricing

A representative whose customer asks for a discount beyond recipe limits submits a target price request from inside the app-card. The margin impact recalculates on entry, and any request that would push the margin below zero is blocked. Approved targets carry into line-item generation, with every step logged for compliance.

Currency Reserves

Resellers who pre-buy foreign currency in bulk to set their own rate can use the reserve feature to transparently protect their margins when it is favorable. Every line-item generation reflects the reserve's rate whilst making a reservation in the available reserve. Threshold alerts fire when reserves run low, so you know when to procure more.

User Assignments

Three roles share the portal. The owner is the application installer and Admin; managers set recipes and approvals; representatives handle daily quoting. Choose which recipes each person can touch, then toggle their rights for generation, edits, approvals, audit, and exports. Ownership transfers to a manager with a 24-hour cancellable delay.

Compliance Logs

The moment line items are generated every quote automatically freezes the rules, FX rates, and source data into a tamper-evident snapshot. Each HubSpot edit on those line item records shows who changed what, when, and from which value to which. Pull the full chain as PDF, CSV, or JSON for a comlete compliance oversight in your FX-quoting process.

Notifications

Governance only works if the right people are informed about changes as they happen. When someone edits a generated line item in HubSpot after it's generated, the configured recipients receive an email with details about the unauthorized change. Set information groups to stay up to date on the status of the various processes in the quoting journey.