More control at every step for Quotes

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More control at every step for Quotes

Quoting should help you move faster, stay on brand, and protect margin, not force tradeoffs. This week’s roundup brings Commerce CPQ two big steps forward: custom-coded modules for more flexible, tailored quote experiences, and Quote Rules for more control over what reps can configure and send.

Together, these features help you deliver quotes that look the way your business needs and behave the way your sales process demands.

Build quotes around your business with Custom-coded Modules (Public beta)

For admins, developers, and solutions partners, custom-coded modules open up new ways to shape the buyer experience inside the quote.

You can create custom quote sections that reflect your brand, process, and business model, whether that means richer product storytelling, interactive experiences, tailored terms, or more specialized layouts. Instead of forcing every deal into the same format, you can build quotes that better match how you sell.

For customers with more advanced needs, this is a major unlock: more flexibility, more customization, and more ways to create a polished quote experience that fits your business.

Watch the demo

:backhand_index_pointing_right: Learn more about the endless possibilites on LinkedIn from our CPQ Product Lead here.


Set quote guardrails without slowing down sales using Quote Rules (Private beta)

Quote Rules helps your team bring more consistency and control to the seller side of quoting.

With Quote Rules, you can guide reps in real time as they build quotes, helping prevent mistakes before they reach the buyer. That means more confidence around product combinations, pricing guardrails, and packaging logic, without relying on manual checks late in the process.

For growing teams and more complex sales motions, this helps reduce rework, protect deal quality, and keep quotes moving forward with the right controls in place.

Watch all 3 the demos!

Product Rules Block Scenario

Upsell Recommendation Scenario

Discount rules

Note: Quote Rules are available for Commerce Hub Enterprise only

Why this matters

These launches solve two sides of the same quoting challenge.

Custom-coded modules give you more control over the buyer experience: how your quote looks, what it says, and how well it reflects your brand and process.

Quote Rules gives you more control over the seller experience: what reps can configure, what gets flagged, and what should never make it out the door.

Put together, they make Commerce Hub quoting more flexible, more governed, and more capable of supporting how modern revenue teams actually run their business.


Got feedback, questions, or even early examples of how you’re using these features as a customer or solutions partner? We’d love to hear about it in the comments.

3 Likes

Please consider co-authoring controls on quotes!!! Overwriting each others work is major current issues and leads to major internal rework. We urgently need live editing functionality so you know who is currently working on the quote and what they are changing, even a “check-out” lock function would help!!

Hi @KThomas8 and welcome back! It’s a pleasure to see you again on the HubSpot Community!

Thanks for highlighting this and for sharing your valuable feedback! Real-time co-authoring and edit-lock features are great ideas.

I’ve noticed a similar idea already present in our Ideas Forum: Prevent Users From Altering Line Items on Closed Deals . To contribute, you can upvote the existing idea and share more details about your specific use case in the comments.

Thanks so much for your contribution!
Bérangère

Thank you for this feedback @KThomas8! I will take it back to the product team.