Everything you need from first call to final close

Visually compose quotes by dragging products, sections, and content blocks.

Start from pre-built templates for common deal types and verticals.

Create calculated fields with Excel-like formulas for complex pricing.

Quote in any currency with automatic exchange rate conversion.

Group related products into bundles with combined pricing rules.

Track every change with full version history and comparison tools.

Manage multiple price lists for different segments, regions, or partners.

Set guardrails with tiered discounts, approval thresholds, and floor prices.

Automatic currency conversion with configurable rate sources and margins.

Configure tax rules by region with automatic calculation on line items.

Automatic tier-based pricing that adjusts as quantities increase.

Track cost prices and protect margins with minimum thresholds.

Route deals for review based on discount levels, deal size, or custom rules.

Chain approvers in sequence or parallel for complex org structures.

Notify approvers instantly via Slack, email, or in-app alerts.

Delegate approval authority when team members are out of office.

Complete history of who approved what, when, and with what comments.

Skip approval for deals that meet predefined criteria.

Auto-generate branded PDFs from quote data with custom templates.

Collect legally binding signatures without leaving the platform.

Share interactive quotes that buyers can review, comment on, and sign.

Maintain a library of document templates for different deal types.

Show or hide sections based on products selected or deal attributes.

Know when buyers open, view, and engage with your proposals.

Define payment terms, milestones, and recurring billing periods.

Push invoices to HubSpot or your accounting system automatically.

Bill customers based on actual usage with metered pricing models.

Configure net terms, deposits, and payment milestones per deal.

Track recognized vs deferred revenue for subscription deals.

Automate renewal quotes and track upcoming contract expirations.

Bi-directional sync of deal data, amounts, and close dates.

Push quotes to HubSpot quote objects with line item details.

Keep your HubSpot product catalog in sync with RevCPQ.

Automatically provision users based on HubSpot team membership.

Pull company and contact data directly from HubSpot records.

Map any HubSpot property to RevCPQ fields for full flexibility.

Track quoted pipeline by stage, rep, and time period.

Measure time from quote creation to signature by deal type.

Understand discounting patterns and their impact on margins.

Compare performance across your sales team with ranking views.

See which products are quoted most and their attach rates.

Build your own dashboards with drag-and-drop widgets.