Contact

Unified Pricing Solution

Today’s pricing needs to work seamlessly across every sales channel, direct, reseller, dealer, and customer-facing portals. Our Unified Pricing Engine brings everything together into one central rules engine that powers consistent, accurate pricing no matter where your customers are buying.

One Engine, Mutliple Experiences

Rather than relying on a patchwork of disconnected tools, our solution uses HubSpot as the core engine to manage pricing logic, quoting rules, and configuration across multiple channels:

E-Commerce
Dealer & Reseller Portals
Internal CPQ
Client Portals

E-Commerce

Dealer & Reseller Portals

Internal CPQ

Client Portals

Why It's Different

Typical CPQ platforms stop at internal quoting. If you want to extend that experience to customers or resellers, you’d usually need to bolt on separate tools, for example, integrating something like Magento for e-commerce and layering additional services for partner portals. That means more vendors, more integrations, and more complexity.

Our Unified Pricing Engine eliminates that. With one set of pricing rules, you can power every channel without duplicating work or maintaining multiple systems.

No one else offers this level of truly connected quoting and pricing across internal, reseller, and direct-to-customer experiences, all anchored in HubSpot.

Familiar, Flexible, and Future-Ready

Our CPQ experience feels more like e-commerce than enterprise software. The interface follows a familiar, intuitive user pattern that anyone can navigate, no steep learning curve, no specialist training. It’s easy to build, simple to extend, and fast to adapt as your pricing evolves.

Because it’s fully centralised in HubSpot, you gain a true single source of truth for all pricing and configuration data. That means fewer integrations to maintain, reduced complexity, and a lower total cost of ownership.

And when you’re ready to grow, extending the experience is effortless. For example, if you want to introduce a dealer portal, it can be added quickly using the same unified rules engine, no need to learn a new platform or re-architect your setup.

CPQ at the Core

While CPQ is a critical part of the solution, it’s only one piece of the puzzle. The power lies in using CPQ as part of a unified pricing strategy, not a standalone tool. That’s what sets this apart from traditional solutions like DealHub and others.

Standout CPQ Capabilities

Centralised Quote Management

Save time and reduce complexity by managing your quotes directly within HubSpot. No more jumping between multiple tools—everything you need to create, customise and manage quotes is all in one unified platform, making it easy for your sales team to work efficiently and close deals faster.

Advanced Product Search

Find the right products fast with a simple, intuitive search. Filter by keywords, category, or subcategory to narrow down results without the hassle. The ecommerce-style layout makes it easy to browse product details, view images and add optional extras. You can also apply discounts as a percentage or fixed amount directly in the quote, keeping the process smooth and efficient.

Easy, Unified Reporting

No more piecing together data from different sources to measure your quoting effectiveness. All your CPQ data is stored in HubSpot, updated in real time and available for quick access. Use HubSpot’s advanced reporting tools to gain deep insights into your quoting process, track performance, and measure ROI—all with just a few clicks!

Built Natively in HubSpot

At the heart of our Unified Pricing Engine is a single HubSpot-powered rules engine that supports multiple front-end experiences through Content Hub “skins”. Each skin applies unique business rules and interfaces tailored to different audiences and use cases — from internal sales teams to resellers and end customers.

Wherever possible, our solution leverages HubSpot’s native tools to deliver these capabilities.

H&D _ Internal _ Unified Pricing Asset - V3-1

Core Functions

Configure: Select the right products, options, and features based on customer needs and defined business rules.

Price: Automatically calculate pricing based on configurations, discounts, and pricing models.

Quote: Generate professional, accurate quotes or proposals that can be e-signed and, where required, take payments or deposits.

Cart: For eCommerce use cases, build a cart of items that supports vouchers, discounts, and payment processing.

Native Tools

CRM: Acts as the rules engine, managing product catalogues, deals, line items, quotes, and all associated processes and communications.

Marketing Hub: Powers eCommerce-style communications and follow-up automation.

Content Hub: Creates and manages the CPQ, Portal, and eCommerce “skins” that connect directly to CRM logic.

Commerce Hub: Provides optional native payment processing via Stripe — or we can integrate directly with Stripe and other gateways for custom setups.

Cover All Your Quote Management Needs

From quote creation to post-sale follow-ups, manage your entire quoting process seamlessly using a platform you already know and trust.

Create quotes within HubSpot

Eliminate the hassle of switching between HubSpot and third-party tools. Create and manage your quotes within a single streamlined platform. View...

Search function for quotes

Handling multiple quotes? The search functionality makes it easy for your sales team to find, view, and edit quotes without hassle, streamlining your...

Product Library Search

Quickly find the products you need with our custom filter, allowing you to search by keyword, category and subcategory. Designed with an...

Customisable Quote Templates

Personalise your quotes with various templates tailored to your products or services, ensuring consistency and professionalism in every proposal.

Flexible Add-Ons & Upsells

Empower your sales team or customers to add and customise optional products that enhance the main product or service. This built-in upsell feature...

Quote Payment Integration

Accept payments for your quotes with built-in payment options, including support for different currencies, discounts, taxes, receipts and clear...

Accept payments for your quotes with built-in payment options, including support for different currencies, discounts, taxes, receipts and clear...

Quote Confirmation

Enhance your quote process by sending instant confirmations via email or landing pages, ensuring your prospects are always informed and ready to...

Pre and Post-Sale Communications

Send customised emails to your prospects and clients with important quote details before they make a decision, and collect feedback after the deal...

One Solution, Endless Sales Potential

Our team can customise the solution to fit your unique pricing, quoting, and sales needs.

Standard quotes
Subscription & recurring billing
Tiered pricing
Customisable bundles
Approvals & workflow automation
Multi-currency & tax support

Standard quotes

Subscription & recurring billing

Tiered pricing

Customisable bundles

Approvals & workflow automation

Multi-currency & tax support

Key Benefits

Single Source of Truth for pricing and configuration
Consistent Quoting Experience across all channels
Faster Time to Quote, whether it’s your team, a partner, or the customer themselves
Reduced Complexity & Cost by eliminating multiple separate platforms
Seamless HubSpot Integration for automation, reporting, and lifecycle tracking

FAQs

Is the Unified Pricing Solution out-of-the-box or customised?

We use a base app and configuration on top of HubSpot for the core elements of the Unified Pricing Engine.

However, pricing and business rules are often highly specific to each client. As part of onboarding, we’ll walk through the standard implementation to gather your unique requirements. From there, we configure the CRM and any client or partner-facing pages (if you’re using the eCommerce or portal components) to meet those needs.

Because the Unified Pricing Engine is built on HubSpot, it can be fully extended and customised to suit your business.

What can I customise?

Because the Unified Pricing Engine is built on HubSpot, you can customise virtually anything. The only real limits are budget and timeline.

To maximise ROI and help your team learn the platform quickly, we recommend launching with a minimum viable product using the base configuration. After your initial implementation is bedded in, we can extend and release additional enhancements and customisations in phases.

Does it require a one off payment or ongoing payments?

Most costs are covered by your existing HubSpot licence, with a small additional Integration Glue subscription to support automation.

Required HubSpot licensing:

HubSpot CMS Enterprise
HubSpot Sales Pro (or above) if you want to use HubSpot’s native eSign functionality
HubSpot Commerce Hub if you want to use HubSpot out-of-the-box payments
At least 3 custom objects for the Unified Pricing Engine
Potential API limit increases for high-volume eCommerce or portals

Additional licence:

Integration Glue Starter (USD $19 / month) for line-item automation

We also offer standard integrations with DocuSign and Stripe if you prefer not to use Commerce Hub — some licensing fees may apply for advanced integrations.

Are there any additional costs associated with this app?

The base solution includes Integration Glue Starter at USD $19 per month for line-item-related automations.

During onboarding, we may identify additional features or extensions such as:

Image resizing
DocuSign integration
Document generation

If so, we may recommend a higher Integration Glue tier or additional tools to support these enhancements.

Is there any support available for getting this solution up and running?

Yes. This is an onboarding-only solution available exclusively through Avidly — it’s not available for self-service or via other partners.

All implementations include an onboarding fee. We follow a standardised, proven process designed to get your Unified Pricing Engine launched as quickly and efficiently as possible.

Who is this solution best suited for?

The Unified Pricing Engine is ideal for organisations that use HubSpot as a core part of their digital ecosystem and want to manage complex pricing, quoting, and ordering directly within it.

It’s particularly suited to businesses that:

Have complex or multi-layered pricing and quoting rules
Use HubSpot as their primary sales, service, and customer platform
Want to unify eCommerce, portals, and CPQ into one consistent HubSpot experience
Are ready to invest in onboarding a scalable, future-proof pricing framework
Plan to integrate ERP, logistics, or BI systems to extend automation and reporting

In short, it’s designed for HubSpot-led organisations ready to take a structured, scalable approach to pricing and quoting.

Can this scale as our business grows?

Absolutely. The Unified Pricing Engine is designed to scale seamlessly as your business evolves.

It’s cost-effective to implement — often at the same or lower cost than other CPQ tools — and highly extensible thanks to being built almost entirely on HubSpot.

You can start with one capability and extend over time:

eCommerce experiences for end users
Client portals for personalised quotes
Dealer/reseller portals for partner pricing
CPQ tools for internal sales teams

As you integrate ERP, logistics, or BI systems, those capabilities flow through to the pricing engine automatically. You’ll also benefit from new HubSpot features (AI, automation, reporting) without separate integrations or rebuilds.

What exactly is the Unified Pricing Engine?

The Unified Pricing Engine is a standardised pricing and business rules framework built on HubSpot. It provides a single place to manage logic such as:

Discounts, taxes, and currencies

Product relationships, shipping, stock, and price books

Customer- or location-specific pricing

Vouchers, bundles, and more

It can power:

eCommerce experiences for end users
Client portals for personalised quotes
Dealer/reseller portals for partner pricing
CPQ tools for internal sales teams

Because it’s built natively in HubSpot, setup is fast and consistent. From there, you can extend and customise for specific business rules or integrations — all while maintaining a unified admin and user experience.

Services & Solutions

Our Work

About Us

Support