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CPQ Software

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

  • 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 and payment integrations
    • 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.
    Screen Shot 2021-05-27 at 3.52.40 PM
  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.
    QuickBooks Integration
  4. Require top-down quote approval.

    Mistakes happen. But when it comes to quoting, a little hiccup can turn into a big problem. With HubSpot’s quote approval tools, sales managers can rest assured knowing they have complete oversight of their team’s proposals, avoiding potential mistakes and distress for buyers and reps alike.

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Frequently Asked Questions

  • CPQ stands for “configure, price, quote”. These tools help sales teams align on quoting practices, build a product catalog, and send quotes to potential buyers.

    Built on top of HubSpot’s powerful CRM, HubSpot CPQ goes a step further by helping you match quotes and line items to deals, as well as associated contacts and companies.

  • Quoting, the tools reps use to build and send quotes to prospects, is part of the CPQ process. Solid quoting tools are the foundation of CPQ, which also has configuration tools, pricing tools, and integrated deal tracking.

  • No. HubSpot CPQ tools are not only powerful, they’re easy to use, so your sales team can be up and running in no time.

    Built atop the HubSpot CRM platform, HubSpot’s quote tools seamlessly pull customer data from your deals, reducing the need for copious data entry and the risk of mistakes.

  • CPQ software, or “configure, price, quote”, streamlines the sales process by helping sellers track deals and send quotes when dealing with complex, configurable products. 

    Built atop HubSpot’s CRM tools, HubSpot CPQ pulls in data from existing deal records and the product library to help salespeople quickly and easily build quotes for prospects. 

    HubSpot CPQ offers all this and more. Use eSignature to collect buyers’ signatures as you close. Set up approvals to ensure managers have oversight of every quote sent. Customize and build out your quoting process with a full suite of integrations that give you complete flexibility with how your team operates.

  • Popular HubSpot CPQ features include:

    • Professional-looking quotes 
    • Fully customizable product library
    • Full suite of integrations
    • Comprehensive manager approvals
    • Easy-to-use eSignature
  • HubSpot CPQ is part of Sales Hub, and you can get started with it for free. If you’re looking for more advanced features to help automate and scale your sales operations, HubSpot also offers premium Sales Hub features with its Starter, Professional, and Enterprise editions.

  • Depending on if you have an existing CPQ system in place, implementation time may vary based on factors such as data migration and validation. For new CPQ users, the implementation time is a lot shorter, and may take significantly less time, as the only need is to set up configurations for your sales team’s user access and roles, similar to many other software platforms.