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  • Revenue Hub
  • Configure, Price, and Quote (CPQ) Software

Configure, Price, and Quote (CPQ) Software

AI-powered CPQ accelerates the quoting process from one unified platform.

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  • Close deals faster with quotes, smart approvals, and buyer insights

  • Streamline quote to cash in one unified customer platform

  • Gain control and visibility with powerful automation and reporting

Close Deals Faster with CPQ

Legacy CPQ tools burden sales teams with manual data entry, creating friction that kills deals and momentum. While your reps struggle with complex systems, opportunities go cold and competitors move in.

HubSpot's CPQ transforms quoting from bottleneck to breakthrough. The streamlined editor automatically drafts personalized quotes using deal context, so your team spends time closing, not composing.

  1. Implement fast product configuration.

    Eliminate spreadsheet chaos with Hubspot's CPQ software, which simplifies product management and pricing in one intuitive interface.

    Your team can generate accurate, professional quotes that accelerate deals when customer interest is at its peak.

  2. Execute smart pricing management.

    Say goodbye to pricing headaches and stalled approvals that halt momentum. HubSpot’s CPQ supports flat or tiered pricing, discounts, and tax rates at the line-item level.

    Your reps can tailor pricing to match the buyer’s needs, with built-in approval workflows that are triggered based on pricing or discount rules. If a quote violates approval criteria, reps get instant feedback and can adjust it on the spot — no back-and-forth needed.

  3. Create quotes in minutes.

    HubSpot’s quote template editor sits at the heart of HubSpot CPQ. Users can build and manage templates with no-code or custom coded modules. HubSpot CPQ pulls data from your Smart CRM, teams can combine customer details, custom product configurations, and dynamic pricing with polished layouts to create standout quote presentations.

  4. Automatically convert accepted quotes into contracts.

    Don't lose momentum after the quote is signed. When a buyer accepts, HubSpot automatically creates a contract record to easily manage revenue, no manual handoff. Manage mid-cycle amendments and renewals with a complete visual history of every change — so nothing falls through the cracks once the deal is closed.

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Frequently Asked Questions

CPQ (or Configure, Price, Quote) software, helps sales reps manage complex product configurations, set accurate pricing, and generate professional quotes faster.

HubSpot's CPQ pulls data directly from your CRM deal record to build branded quotes in minutes, with built-in approvals, e-signature, and payment collection — all in one platform.

HubSpot quotes power built-in payment collection so buyers can pay directly from the quote. You can use HubSpot payments, or connect your existing Stripe — all without leaving HubSpot.

 

 

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 Smart 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.

Sales teams get the most value when they use Sales Hub with a Revenue Hub seat—which unlocks CPQ functionality.

Sales Hub is an easy-to-use software that helps teams build pipeline and close deals. CPQ, part of Revenue Hub, speeds up quoting with CPQ. Together, the two tools help sales teams close deals faster.

To access Revenue Hub's CPQ, you’ll need to have a Revenue Hub Professional or Enterprise seat. Visit the Revenue Hub pricing page to view plans and get started.

Popular HubSpot CPQ features include:

  • Single-page quote editor with customizable quote templates
  • Simple and advanced approvals
  • Tiered pricing
  • Quote activity tracking and reporting
  • E-signature