Estimate creation: Price, approve, and send quotes without leaving the CRM
CPQ-grade estimate creation with configurable pricing, discount approvals, and native CRM writes.
Estimate creation: price, approve, and send quotes inside the CRM
Quoting is where speed meets policy. Estimate creation as a service delivers CPQ-grade workflows — product catalogs, price books, discount ladders, and approval paths — while the estimate lives native to HubSpot and Salesforce. No sidecar tool, no nightly reconciliation job.
Pull the product catalog, apply price books by segment, layer bundle discounts, and compute the right total before the rep types a digit.
Route discounts, terms, and commercial exceptions through defined approvers. Everything logged, nothing decided over Slack DMs.
Generate a branded PDF, dispatch it to the customer, and track opens, comments, and signatures back into the CRM record.
Scope the first estimate motion
- Start with the highest-volume deal motion before tackling edge cases.
- Declare the product catalog and pricing rules the service may read — keep one source of truth.
- Require approval for terms that affect RevRec (non-standard payment, ramp deals, multi-year).
| Layer | Decide up front | Example |
|---|---|---|
| Catalog | Which products are quotable | SKU list with price, currency, RevRec policy |
| Policy | What is auto-approved | Standard terms + discount ≤ 15% auto-approves |
| Lifecycle | What happens after send | Track signature, convert to order on approval |
Outcomes revenue teams expect
- CPQ capability without a Revenue Cloud project timeline.
- Quotes that finance and RevOps can defend in an audit.
- Faster cycles from first meeting to signed order.