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quote·hapily
quote·hapily
Power your quoting process with painless, native CPQ functionality directly inside HubSpot.
Getting started
How do I Create Quote Rules In quote•hapily
Managing quote•hapily users
How do I set up quote•hapily?
Enabling Payment Options for Quotes
How do I add quote•hapily App Cards to HubSpot record views?
Price Books
How To Create Price Books In quote•hapily
How to use the quote•hapily Price Book Import API
Understanding Price Books in quote•hapily
Quote Rules
What are Quote Rules?
Using quote•hapily margin calculations
Setting quote Price Books with Quote Rules
Understanding Roll-ups in quote•hapily
Approvals
How do I Create a Quote Approval Process with quote•hapily
How do I Manage Backup Quote Approvers?
How do I report on Quote approvals in HubSpot?
Bundles
quote•hapily Bundles Overview
Calculated Pricing
Getting Started with Calculated Pricing in quote•hapily
Quote Template
How do I add a form to a HubSpot quote?
Quoting
How does quote•hapily calculate sales tax?
