topic Looking for another Quoting tool in Tips, Tricks & Best Practices

Looking for another Quoting tool

JesseP — Thu, 27 Oct 2022 17:36:41 GMT

Using the current HS native quoting tool. I need more versatility in my quotes and looking for connected apps that work well with Hubspot.

Re: Looking for another Quoting tool

crispyGTM — Thu, 27 Oct 2022 17:44:22 GMT

@JesseP I would highly recommend PandaDoc.

PandaDoc can serve as your proposal, quoting, and contract signature tool all in one, and it integrates natively with HubSpot.

Re: Looking for another Quoting tool

james-portant — Wed, 07 Feb 2024 10:18:13 GMT

Hey @JesseP,

Nice to meet you!

We have an quote automation app for HubSpot called Portant. It it will give you more control over how the quote looks because you can design your template in Google Docs or Slides. I made a short 60s video about it here:

If that looks helpful, we have some docs to help you get started: https://docs.portant.co/portant-docs/sources/hubspot but if you need any additional help, please feel free to email me james@portant.co and we can set up a call.

Cheers,
James - CEO @ Portant

Portant App for HubSpot: https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/portant-hubspot-google-docs-in...

Re: Looking for another Quoting tool

hapilyJonathan — Thu, 20 Feb 2025 21:04:27 GMT

Hey Jesse,

I'm with hapily, a HubSpot App Partner, and we have created an app, quote•hapily, specifically HubSpot quoting. Our quoting tool comes with a bunch of features such as quote rules, automatical add fees or discounts, product bundles and price books, advanced quote approval flows, calculated pricing, and much more.

Since this quote•hapily is built specifically for HubSpot it integrates natively and allows for a seemless experiece when creating quotes and comes with it's own quote builder that lives on the HubSpot Deal records. Within this quote builder your quote rules, automations, calculated pricing, etc. will be enforced. For example, you can block sales reps from publishing quotes if the discount is above a certain percentage.

Hope this helps!

Best,

-Jonathan