Story Snapshot
The Background
Helping Field Sales Teams Sell Smarter
Paiv is a VC-backed, AI-powered platform built to help field sales and service teams sell smarter and operate more efficiently, whether they’re on a roof or in a customers driveway. Designed for industries like roofing, pest control, and home exteriors, Paiv equips reps with everything they need to find high intent leads, map territories, manage deals, and close faster in the field.
Since Paiv’s customers don’t sell from behind a desk, they need to bring clarity, speed, and trust to every interaction in real time. For Paiv, supporting those frontline sellers means building systems that are just as fast, professional, and scalable as the teams they enable.
“We’re solving big problems in field sales,” said Jess Reagan, Co-Founder and CRO. “So our own quoting experience has to be just as clean and trustworthy as the tools we give our users.”
The Challenge
Clunky Quoting Risked Eroding Trust
Before HubSpot, quoting at Paiv was inefficient, manual, and fragmented.
“We were piecing together Stripe, DocuSign, notes, Excel… whatever we could to build something that looked right,” Jess explained. “But behind the scenes, it was chaos.”
The result frustrated reps and failed to inspire customer confidence.
“The first experience customers have with us is the quote,” Jess said. “If anything’s off, it erodes trust. The quote reflects our brand—it’s their first peek into what we’re doing as a company.”
Even small issues, like an unbranded or confusing quote, slowed deals and pulled Jess into the chaos.
“We’re doing founder-led sales. I don’t have time to teach the team how to build quotes in these old systems,” he said. “End of the month used to be chaotic. Account executives were messaging me non-stop because they didn’t know how to change a quote.”
Slow, unclear quoting wasn’t just a sales ops issue, it risked showing customers a version of selling that wasn’t the future. What Paiv needed was a quoting experience that matched the clarity, trust, and professionalism they promise to their own customers every day.
The Solution
Easy, Fast, Unified
When Paiv moved to HubSpot’s Commerce Hub, the shift was immediate as they were already using Sales Hub. With CPQ embedded directly in Commerce Hub, reps could build and send polished, professional quotes without ever leaving their workflow on the HubSpot platform.
“I’m thrilled to have them end where they begin,” Jess said. “We put our lead lists in HubSpot, we dial through HubSpot, we manage our deal dashboard in HubSpot. If we’re able to take that all the way through to close—the quote and the payment—scalability goes through the roof.”
Setup was quick and intuitive, even for non-technical users.
“I could go in, pick my brand’s colors, and step through the process. I’m not technical—and I didn’t need to be.” That simplicity paid off immediately.
“It took away a lot of the time that would have been needed to build out a quote-to-cash process,” Jess said. “I want to spend time targeting customers and building out our go-to-market strategy, not explaining how to use a quote tool.”
The Transformation
Speed That Empowers, Confidence That Closes
With Commerce Hub’s AI-powered CPQ, Paiv’s reps no longer worry about formatting or fragmented systems, they can build and send quotes directly from the tools they already use.
“The speed is helpful,” Jess said, “but it’s the confidence that closes. Our reps know they can make adjustments on the fly. And that confidence shows up in every call.”
That empowerment now spans the team, from BDRs to senior AEs, who quote quickly and professionally without bottlenecks.
As a startup, Paiv also needed a system that could grow with them.
“Scalability is everything,” Jess said. “HubSpot streamlined the process. We’ve tripled our conversion rate, and we’re not slowing down.”
And for leadership, the biggest win is unified visibility.
“Commerce Hub has put me at the controls,” Jess explained. “I can manage quotes, systems, invoices—all of it—and get a quick snapshot of team execution.”
Together, these changes gave Paiv the speed, scale, and control to deliver the kind of sales experience they promise their customers every day.
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