Too often, CPQ is mistaken for a simple quote builder. But in modern sales organizations, CPQ is much more than that. It’s an end-to-end system that combines product logic, pricing rules, approval automation, and contract workflows, all designed to streamline how your team sells.
Here’s what a true CPQ process looks like:
Enforce product selection rules (e.g., "If Product A, then include Service B")
Require add-ons for certain SKUs (like onboarding for Enterprise)
Create dynamic bundles based on needs, tiers, or industry
Apply regional or currency-based pricing automatically
Adjust pricing based on volume or quantity tiers
Support partner-specific or channel-based discounts
Generate branded, professional proposals
Include eSignature fields and internal approval blocks
Add optional line items and notes for flexibility
Route quotes for review based on rules (deal size, region, discount)
Notify approvers and track status in real time
Automate fallback logic for stuck or delayed quotes
Collect eSignatures with native or integrated tools
Accept payments (flat or recurring) directly from the quote
Trigger quote-to-cash handoffs across systems
Update records in HubSpot CRM instantly
Push data to finance platforms for billing or revenue tracking
Report on cycle time, conversion, and approval bottlenecks
At Aptitude 8, we build this entire CPQ flow inside HubSpot using:
The native product catalog and custom properties
HubSpot workflows for logic and automation
Integrated CPQ apps like quote•hapily or DealHub for enhanced functionality
The result is a quoting system that works the way your sales team sells, not a rigid tool they need to work around.
Need help mapping your CPQ workflow to HubSpot? Let’s design a quoting system tailored to your motion. Talk to a CPQ expert.
Or explore your options in our full guide: Read the full HubSpot CPQ breakdown.