quote·hapily
Power your quoting process with painless, native CPQ functionality directly inside HubSpot.
Getting started
Price Books
- How To Create Price Books In quote•hapily
- How To | Volume Based Pricing with quote•hapily
- How to Use Table-Based Pricing in quote•hapily
- How to Manage Price Books
- Understanding Product Variants
- How to Set Up Product Variants
- Managing Variants across Price Books and Bundles
- How to use the quote•hapily Price Book Import API
- Understanding Price Books in quote•hapily
Quote Rules
- Update Line Item | quote•hapily
- How to attach a PDF to a quote
- Using Roll-ups in quote•hapily
- How to automatically set payment terms and comments to buyer using quote•hapily
- What are Quote Rules and Outcomes?
- Understanding quote•hapily's Rule Priority
- How to block discounts above an acceptable threshold?
- Using quote•hapily margin calculations
- Setting quote Price Books with Quote Rules
- Understanding Roll-ups in quote•hapily