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CPQ Software

CPQ — configure, price, quote — makes tracking deals, attaching line items, and building quotes one, streamlined selling process.

  • Save time on software struggles, focus on closing deals

  • Simplify buying process: eSignature integrations, native payments

  • Connect quoting tool and HubSpot Smart CRM to extract data from deals to quotes

  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. 

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  1. Build customizable quotes.

    Ditch clunky quoting tools. HubSpot's quotes tool, built on HubSpot Smart CRM, empowers your team to create branded, customized quotes effortlessly. With robust templates and eSignature, prospects can buy instantly. Say goodbye to software struggles and focus on closing deals.
  2. Create a powerful product library.

    Avoid system bouncing and errors. HubSpot's product library streamlines quote creation by providing customizable line items. Easily edit and create products for up-to-date content, empowering your team with efficiency and accuracy.
  3. Integrate CPQ solutions across systems.

    CPQ tools can hinder system connections, limiting software alignment with unique business needs. HubSpot offers diverse CPQ integrations like Xero, NetSuite, and Quickbooks, enabling tailored quoting processes that align with your team's requirements.
  4. Remove friction with CRM-powered payments.

    Seamlessly collect payments through HubSpot's native feature embedded in quotes. Say goodbye to slow sales and cash flow bottlenecks caused by clunky integrations. Empower customers to pay conveniently within quotes, enhancing their payment experience.

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

+1 888-482-7768

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 Smart 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 powerful and easy to use so your sales team can be up and running in no time. Built on HubSpot’s Smart CRM, 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 Smart 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

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