CPQ for HubSpot: Quoting Integration for Complex Sales

Our CPQ for HubSpot integration provides sales teams with CPQ tools to quote complex products and services at scale, directly from the HubSpot CRM.

XaitCPQ is specifically designed to handle complex and highly customizable quoting scenarios. It gives your sales team advanced tools for managing intricate product configurations, specialized pricing strategies, and high-volume quoting—all seamlessly within HubSpot, streamlining your sales process without compromising speed or the customer experience.

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Seamless HubSpot CPQ Integration

Our CPQ software is fully integrated with HubSpot's CRM, allowing your sales reps to easily handle the complete configure-price-quote (CPQ) process directly within HubSpot. Eliminate the need to switch between multiple systems or worry about manual data entry errors. Instead, enjoy simplified, error-free workflows, accelerate your sales cycle, and close deals faster.

  • Quickly and accurately configure configurable products using your existing product library, customized based on your customers' unique needs and preferences.
  • Provide precise, date-based, and risk-adjusted quote and pricing information, improving your pricing strategy.
  • Seamlessly embed essential documents, approvals, and internal sales process steps directly into your quotes.
  • Automate your quoting and proposal creation with pre-built templates, consistent branding, and structured layouts designed to enhance the overall customer experience.


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Accelerate Complex Pricing and Quoting with Guided Selling

XaitCPQ simplifies even the most advanced quote and pricing scenarios directly within HubSpot CRM, empowering your sales team to efficiently generate accurate quotes. Utilizing intuitive guided selling workflows, your team can reduce errors, accelerate approval processes, and significantly streamline the entire sales process, enabling you to close deals faster.

  • Effortlessly configure complex configurable products based on customer-specific needs.
  • Maintain compliance and accuracy through intelligent, automated pricing rules.
  • Deliver consistent, error-free quotes regardless of complexity or scale.
  • Streamline internal collaboration with automated hand-offs and quick approvals.

Leveraging the advanced CPQ tools within HubSpot, your sales reps can cut quote generation time by up to 70%, boosting response rates by as much as 65%, and significantly improving the overall customer experience.

“Previously we had to spend time digging through documents to find what we needed. Now it’s all in one place. It’s very well integrated with our CRM system.” Brian Maynard, Sectra.

Xait is trusted by some of the biggest and best companies in the world

Real-Time Insights

XaitCPQ's integration with HubSpot CRM provides your sales team and leadership with complete visibility into the quoting pipeline, enabling more accurate forecasting, improved pricing strategies, and better margin management.

  • Monitor opportunity and quote status directly within HubSpot.
  • Understand precisely what your sales reps and partners are quoting, including pricing details and timelines.
  • Prioritize and direct your team's efforts effectively toward high-value opportunities.

Whether managing high-volume quotes or navigating intricate, enterprise-level deals, XaitCPQ supports transparent, scalable sales processes fully integrated with HubSpot.

Flexible Proposal Formats Within HubSpot

Create engaging, tailored proposals directly from HubSpot CRM, perfectly matching customer preferences and needs:

  • Generate professionally branded PDF quotes with ease.
  • Provide interactive, mobile-friendly web-quotes for quick customer review and approval.
  • Leverage seamless integration with XaitPorter to create consistent, error-free proposals whether starting from XaitPorter or XaitCPQ.

With XaitCPQ, deliver high-quality proposals faster, directly within your familiar CRM environment.

Seamless Collaboration Across Teams

XaitCPQ extends quoting capabilities beyond standard HubSpot CRM users, enabling broader participation across your organization and partners:

  • Facilitate collaboration with external suppliers and channel partners.
  • Allow internal stakeholders to effortlessly review and edit quotes.
  • Provide self-service options for quote adjustments and order placements.

This enhanced flexibility streamlines your sales processes, accelerates decision-making, and shortens your overall sales cycle.

From High-Volume Quoting Environments to Complex Deals

XaitCPQ supports a wide range of sales scenarios from high volume quoting to complex quotes with advanced price combinations:

  • Complex product configurations and high-volume quoting environments
  • Aftermarket and service contracts
  • Multi-market localization and compliance

As your business growns, XaitCPQ scales with you. Grow without constraint while your quote and order process remains flawless.

Customer story: Penlon

Learn how XaitCPQ helped Penlon and their sales team become more self-sufficient and perform at their best, significantly reducing time to quote.

Why Choose XaitCPQ's HubSpot Integration?

With XaitCPQ, your team gets a powerful CPQ solution for HubSpot that delivers consistent, accurate pricing and output every time. From product catalog management to automated workflows and governance, XaitCPQ simplifies the most complex quoting challenges.

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70
%

Faster quote production

50
%

Faster pricing of services

24
+

Years
in business
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Become easier to buy from with CPQ Software

Trusted by leading manufacturers and factories around the world, from custom boiler systems and bespoke roofing to industrial control instruments and rail and marine equipment and machinery.

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Customer stories

Smiling worker at Fabtek

“XaitCPQ has reduced our time to quote by up to 50%”

This significant improvement has enabled us to spend more time improving the customer experience and increasing customer satisfaction.

Mike Chesnutt

President at Fabtek

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Tony Serratore, Penlon

“It makes our sales team 24/7 operational. They can create a quote anytime, in any place, on any device”

With XaitCPQ (...) it kind of makes our sales team 24/7 operational, really. They can create a quote anytime, in any place, on any device”

Tony Serratore

Head of IT at Penlon

Penlon logo
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“XaitCPQ integrates seamlessly with our business applications. It makes all our systems very easy to administer by providing one intuitive interface.””

Eurotherm makes extensive use of XaitCPQ to enhance the partner management process.

Kim Piears

product engineering at Eurotherm

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