quote•hapily

Sales reps sends out a quote with 10 optional products, the client chooses the ones they wish to purchase and then sign the quote.

Many customers have expressed the need to configure bundles inside hubspot but they only want the customers to see the total cost of the header product, and hide the ways they got to that price ie. hidden fees or not letting customers question what they need or don't need in a bundle.. etc. In quote•hapily buider we price a customer out with a bundle Customer only sees header price

Easily being able to select a specific template based on a rule you build

HubSpot's quote templates are inflexible and difficult to customize. Users need an easier way to build the documents they send customers.