Configure, Price, Quote – all inside HubSpot. Guided product configuration, Automated pricing logic, Integrated quote generation
Configure, Price, Quote – all inside HubSpot. Guided product configuration, Automated pricing logic, Integrated quote generation
Guided Product Configuration
Help your sales team (and customers) build the right solution every time. Guided product configuration walks users through a step-by-step process to select the right product mix based on rules, dependencies, or use cases—minimising errors and speeding up quoting. Whether it's bundling software modules, choosing compatible add-ons, or selecting quantities and options, configuration becomes intuitive and foolproof.
Automated Pricing Logic
Say goodbye to manual pricing and discounting guesswork. Automated pricing logic ensures consistent, accurate pricing based on configurable rules—like volume-based discounts, regional pricing, partner tiers, or subscription durations. Built-in flexibility lets you manage complex pricing models directly in HubSpot without needing a separate tool or spreadsheet.
Integrated Quote Generation
Generate branded, accurate quotes in just a few clicks—without ever leaving HubSpot. Pull in product selections, pricing, terms, and customer details automatically to create professional, on-brand quotes. Quotes can be sent, tracked, and signed digitally, accelerating deal velocity and providing visibility across the sales cycle.