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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.
    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.
    ProductLibrary_en
  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. 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.
    Quotes Payments Feature

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

888-425-0873

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.

  • Along with eSignature, HubSpot quotes are embedded with HubSpot payments and a Stripe integration so you can easily collect cash while you close the deal.

     

    If you have a Stripe account connected to HubSpot, you can quickly enable the integration in the quote creator, providing your buyer a seamless payment experience.

  • 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.

  • Because every business has unique needs, HubSpot CPQ integrates with a robust set of accounting tools, such as QBO, Xero, and more. This flexibility enables you to harness the power of HubSpot CPQ along with whichever accounting software you use to help your business grow better.

    To explore connected apps, please visit our App Marketplace.