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CPQ Software

CPQ—configure, price, quote—makes tracking deals, attaching line items, and building quotes one streamlined selling process.

CPQ
  • This feature is available for free, with additional functionality in premium editions of Sales Hub and Service Hub. See pricing page for more details.
    • Spend less time struggling with software and more time closing deals
    • Help prospects buy easily with eSignature integrations and native payments
    • Pull data seamlesslyfrom deals to quoteswith connected quoting tools and CRM
    • A suite of integrations enables complete customization
  1. CPQ Tools That Are Flexible, Scalable, and Easy to Use

    You should be able to generate and send quotes with just a few clicks. But if your CPQ tools are a tangled web of mismatched systems, it slows down the sales process and frustrates buyers and sales reps alike. 

    HubSpot’s CPQ tools make selling easy by streamlining the quoting process from creation, to approval, to close. The user-friendly tools don’t require training, meaning your team can make accurate, professional-looking quotes in seconds, setting your sales team up for success.

  1. Build customizable quotes.

    Clunky quoting tools frustrate your team, forcing them to struggle with software when they should be closing deals. Built atop HubSpot’s CRM platform, the quotes tool enables your team to quickly and easily build on-brand, customized quotes that make buying a breeze. Robust templates make it easier than ever to send professional-looking quotes, while eSignature helps your prospects buy at a moment’s notice.
  2. Create a powerful product library.

    Siloed product libraries force reps to bounce between systems, creating confusion and making mistakes more likely. HubSpot’s product library lets your team build an inventory of customizable line items for quick use in quotes. And because the product library is fully customizable, you can edit and create products with just a few clicks, ensuring your team always has the most up-to-date content.
  3. Integrate CPQ solutions with all of your systems.

    Too often, CPQ tools make it difficult to connect with external systems, preventing businesses from using software that meets their unique needs. Because every organization’s selling process is different, HubSpot has numerous CPQ integrations so you can build the optimal quoting process for your business. With integrations such as Xero, NetSuite, and Quickbooks, you can tailor your selling process to fit your team’s needs.
  4. Remove friction with CRM-powered payments.

    Use HubSpot’s native payments feature to quickly and easily collect payment through quotes. Payments eliminates the need for clunky integrations that slow the sales process and tighten your cash flow. Instead of using an external app, you can embed payments directly into quotes—so customers can pay however they’d like.

Have questions? Give us a call and we'll walk you through it.

+1 857-829-5060

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