What's the best CPQ tool for HubSpot?
A comparison of quoting tools for HubSpot-centric sales teams
Quoting in HubSpot
Quoting tools are essential for businesses, and HubSpot’s quoting features and integrations, like quote•hapily and PandaDoc, provide powerful solutions for creating, sending, and managing quotes. These tools streamline the sales process by allowing your sales teams to generate accurate and professional quotes directly within HubSpot’s interface. With the ability to customize templates and automate follow-ups, businesses can enhance their efficiency and improve client interactions. Moreover, integrations with platforms like quote•hapily and PandaDoc expand functionality, offering features such as electronic signatures, real-time pricing adjustments, and comprehensive document management, ensuring a seamless workflow from proposal to payment.
You Have Basic Quoting Needs: HubSpot Quotes
HubSpot Quotes allows teams to create professional, detailed quotes quickly. This feature ensures customizable, accurate quotes and integrates seamlessly with the rest of the HubSpot platform for comprehensive deal management.
When HubSpot Quotes ARE a fit:
- Approval flows: Businesses can integrate HubSpot Quotes into their sales approval workflows. This ensures all quotes are reviewed and approved by necessary stakeholders before being sent to the customer.
- Automated Follow-Up and Tracking: Once a quote is generated and sent to a customer, HubSpot can trigger a follow-up email or task for the sales rep to check in with the customer.
- Streamlined Quoting Process: Simplify the creation and management of quotes by using pre-built templates and automated data population from HubSpot CRM records.
When HubSpot Quotes ARE NOT a fit:
- Complex Offerings: Whether it's intricate products or numerous line items, dealing with complexity often requires thorough review of every quote before sending it out. This can result in backlogs, delays, and distractions.
- Advanced CPQ: If your business deals with multiple customer types, requiring different product catalogs and pricing models that need frequent adjustments, HubSpot Quotes may not provide the level of customization and flexibility needed.
- Volume & Scalability: For businesses that generate a high volume of quotes or require real-time quoting capabilities with minimal delays, HubSpot quotes may not scale efficiently when handling large datasets or concurrent quote generation requests.
You Require Configurable Quoting & Pricing: quote•hapily + HubSpot
quote•hapily is a solution built for HubSpot that is designed to streamline and accelerate the sales quoting process. Users build quotes in HubSpot with a familiar quote-building experience, meaning that little re-training is needed.
By enabling companies to establish clear guardrails and approval thresholds, management can be confident that quoting and discount policies are enforced while allowing sales teams to move quickly and respond to customer needs. When quotes need to be reviewed, quote•hapily enables parallel and multi-stage approvals without forcing teams to build complex automated processes.
When HubSpot + quote•hapily IS a fit:
- Rules & Process Enforcement: Enforce quoting policies with a sophisticated rules-based system to enforce consistency and compliance in quoting, providing sales teams with clear direction and automated safeguards to prevent errors and ensure every quote meets organizational standards.
- Advanced Approval Management: Implement multi-stage, conditional, and automated approval workflows to streamline the quote approval process.
When HubSpot + quote•hapily IS NOT a fit:
- High Complexity Requirements: Companies with extremely complex or highly customized pricing or quoting needs may require a more robust solution. This includes handling multi-tier pricing structures, global and multi-currency transactions, and complex product configurations.
- Pricing Calculations: Companies whose quotes include products with more complex line-item pricing calculations will need an alternative solution
- Specific Compliance Needs: quote•hapily is SOC2 compliant but not SIPC or HIPAA compliant.
- Document Generation: The hapily team offers HubSpot quote template customization services but no document generation capabilities built into the product.
You Have Complex Documents and Signatures Needs: HubSpot + PandaDoc
The integration of HubSpot and PandaDoc offers a powerful solution if you're looking for seamless document creation, management and tracking directly within HubSpot. This integration helps sales teams generate, customize quotes quickly and efficiently.
When PandaDoc IS a fit:
- Enhanced Document Tracking: Users can track the status of their documents in real-time within HubSpot. Notifications and updates on document views, interactions, and completions are available, allowing teams to follow up promptly and manage their pipeline more effectively.
- Streamlined Quote Generation: Sales teams can pull product data directly from their CRM to create error-free quotes and implement rules-based pricing strategies.
- Quick Payment Integration: Teams can include online payment options in their quotes, allowing clients to complete payments immediately after signing.
- Integrated E-Signature: Simplify the signing process by integrating PandaDoc's e-signature capabilities directly within HubSpot.
- Design and Branding: PandaDoc stands out with its robust design and branding capabilities for quotes and documents, offering extensive customization options, allowing businesses to create visually appealing, branding-consistent documents.
When PandaDoc IS NOT a fit:
- Extensive Product Catalogs: When dealing with very large and highly complex product catalogs that exceed PandaDoc's capabilities.
- Advanced Analytics Needs: If the organization requires more advanced analytics and reporting features than what PandaDoc provides.
Case Study: Carr Workplaces Integrates HubSpot + PandaDoc
Carr Workplaces leveraged the integration of HubSpot CRM with PandaDoc to streamline their proposal process. This
integration enabled them to create visually appealing, on-brand proposals directly from HubSpot, leading to a 15%
reduction in the time to close deals and saving over $100,000 annually on software costs due to improved efficiency and
enhanced sales operations (PandaDoc).
You Need Comprehensive CPQ Solutions: DealHub
DealHub offers a robust Configure, Price, Quote (CPQ) solution that integrates seamlessly with HubSpot to manage complex quoting needs efficiently. DealHub provides advanced configurability, scalability, and enhanced analytics, catering to businesses with intricate pricing structures and high-volume quoting requirements.
When DealHub IS a fit:
- Complex Configurations: DealHub excels in handling complex product configurations and pricing models. It allows users to build detailed, accurate quotes with multiple product options and pricing rules.
- Scalable Quoting: Designed for high-volume environments, DealHub can manage large datasets and concurrent quote requests with minimal delays, making it ideal for rapidly growing businesses.
- Advanced Analytics: Gain insights with advanced analytics and reporting capabilities. Deal Hub provides comprehensive data on quote performance, helping businesses refine their sales strategies and pricing models.
When DealHub IS NOT a fit:
- Small Teams: DealHub typically requires a minimum of 10 seats. Smaller teams or businesses that do not meet this threshold may find DealHub's pricing and feature set more suited to larger teams and organizations.
- Basic Quoting Needs: For businesses with straightforward quoting requirements and minimal customization needs, Deal Hub's extensive features might be more complex than necessary.
- Low-Volume Scenarios: Smaller organizations or those with low quoting volumes might not need the full scale of DealHub's capabilities and could find simpler solutions that are more cost-effective.
- Minimal Customization: Companies that require basic quote customization and do not deal with complex pricing rules may not fully utilize DealHub's advanced features.
Case Study: Client Cuts Quote Approval Time by 35%
A Training Organization Transforms Their Sales Process with CPQ
Aptitude 8 worked with a client to transform their sales process by implementing a CPQ solution. By automating approvals and enforcing pricing and bundling rules, they reduced quote approval times by 75% and accelerated deal closures by 30%. Centralizing product data in HubSpot’s Product Library streamlined access to accurate pricing and sales packages, ensuring 100% discount compliance.
These optimizations not only improved efficiency but also enhanced customer trust, enabling the sales team to focus on selling rather than managing errors.
Ready to get started?
Ready to streamline your quoting process? Whether you're looking for HubSpot Quotes, customizable proposals or the advanced capabilities for complex CPQ requirements, our experts are here to help. We’ll work with you to tailor a solution that ensures accurate, professional quotes and a seamless workflow from proposal to payment.
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