Billing and payments are available across all plans.
$95/mo/seat
Get started fast and test the latest AI tools with included credits.
See credit balance, track usage, and more—all in a single workspace.
Report on exactly which tools are delivering the most value.
Easily plan your spend with credit packs, or enable pay as you go.
Add more packs, adjust your spend cap, or pause features—staying in control without disruption.
Resolves inquiries with fast, accurate responses — and escalates when needed, so your team can focus on complex cases and building loyalty.
Scale your data operations with an AI-powered agent that researches, analyzes, and delivers instant answers about your customers.
Quote without delay | $85/mo/seat | $140/mo/seat | |
|---|---|---|---|
Product library | Up to 100 products | Up to 15 million products | Up to 15 million products |
Price Books | |||
Flat rate pricing | |||
Products API | |||
Tax rates | |||
Tiered pricing | |||
Quotes | |||
Quote templates | |||
Custom coded quote modules | |||
AI-generated quotes | |||
Single-page quote editor | |||
Quote activity tracking | |||
Password-protected quotes | |||
Quote workflows | |||
Quote reporting | |||
Signable quote attachments | |||
Standard quote approvals | Up to 10 approvers | Up to 10 approvers | |
Advanced quote approvals | Up to 10 approvers and up to 5 approval steps. Users with workflow permissions can create and edit approvals, but cannot enable them without a Revenue Seat. | ||
Quote Rules | The rules engine supports four main types of rules to help guide reps and ensure quotes are accurate: (1) Incompatibility rules – prevent products that should never be sold together from being added to the same quote (2) Compatibility rules – ensure products that must be sold together are included (3) Pricing rules (min/max thresholds) – enforce discount limits or pricing boundaries to protect margins (4) Quantity rules (min/max thresholds) – control minimum or maximum quantities and trigger requirements based on volume. | ||
Breeze closing agent | |||
e-signature | 25 signatures per user per account per month. Purchase the E-signature Limit Increase for more volume. | 50 signatures per user per account per month. Purchase the E-signature Limit Increase for more volume. |
Bill with confidence | $85/mo/seat | $140/mo/seat | |
|---|---|---|---|
Contracts | |||
Orders | |||
Invoices | |||
Automated invoice reminders | |||
Revenue custom domains — invoices | HubSpot payments account required for invoice checkout functionality. | HubSpot payments account required for invoice checkout functionality. | |
Credit memos | |||
AI Invoice Prioritization | |||
Automated sales tax | |||
Revenue analytics suite | |||
Simple revenue reporting | |||
Custom revenue reporting | |||
Subscriptions | |||
Subscription Retries | |||
Xero integration | |||
QuickBooks Online Integration |
Collect payments | $85/mo/seat | $140/mo/seat | |
|---|---|---|---|
Billing Portal | |||
B2B Checkout | |||
Default checkout fees | |||
Stored payment methods | |||
HubSpot payments | |||
HubSpot capital financing — powered by Stripe | |||
Stripe payment processing | Available to customers with an integrated Stripe account. | Available to customers with an integrated Stripe account. | Available to customers with an integrated Stripe account. |
Payment links | Available to customers with a connected payments account | Available to customers with a connected payments account | |
Revenue custom domains — payment links | HubSpot payments account required. | HubSpot payments account required. |
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