Introducing Guided Selling
Guided Selling is here! Turn your pre-quote discovery into a Flow your reps run inside HubSpot — and hand off to an automated quote when they're...
Guided Selling is here! Turn your pre-quote discovery into a Flow your reps run inside HubSpot — and hand off to an automated quote when they're...
A rep closes out Monday with a quote that's 97% done. The customer is ready to move. The only thing holding it up is a manager signature on a 5%...
A prospect fills out a form on your website. Within seconds, they have a quote in their inbox, configured for their specific situation, priced...
A rep starts a quote and immediately opens up a spreadsheet (that they mostly trust) with a matrix that specifies which products are compatible with...
Taxes are one of those quoting details that are easy to underestimate—until they’re wrong. Today we’re introducing support for HubSpot line item tax...
Reps shouldn’t have to memorize product compatibility matrices—or click endlessly just to get the right option into a bundle when they already know...
If your quoting process still involves emailing attachments after the quote goes out — or worse, forgetting to send them entirely — we’ve got...
If quoting inside HubSpot still involves reps applying discounts manually, remembering edge-case pricing rules, or checking the Slack channel for...
Discounts are happening. Rules are getting bent. And quotes are flying out the door with minimal oversight because enforcing approvals inside most...
When you’re in B2B sales, time is money — and quoting mistakes? They’re expensive. One wrong discount, one missed approval, and poof — there goes...