quote•hapily

Prices should be able to be set for products in a price book. Allow users to set percentage discounts and unit discounts relative to the default price in HubSpot.

Line items from a Quote are copied to a deal when it is published. But reps may prepare multiple quotes for a prospect if they've asked for different configurations. In this case, only the line items from the most recently published quote would be copied over. It would be great if a sales rep could choose a different published quote and "sync" the line items from that Quote to the Deal — and likely other details from the Quote as well.

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

quote•hapily currently requires that sales reps install our Chrome extension in order to validate the quote against rules set for the organization. Users would like to create a HubSpot quote, validate it against their rules, send it for signature, and be able to collect payment — without a Chrome extension.

Only send quotes through approvals processes if they meet certain criteria — exceed a certain deal amount, sold to a particular country, etc.