Building an effective sales process can sometimes be a challenge for SaaS companies, especially when the process for building quotes is clunky and outdated. This is where leveraging HubSpot quotes in Commerce Hub can help you create a more efficient quoting process.
A SaaS client of ours wanted to speed up their quoting process to help their sales team work more efficiently. The client would use their quotes as sales contracts, meaning that they would need to include the proper terms based on the chosen subscription level.
Their sales teams were spending too much time manually updating each quote with required details—contract terms, services, platform level, number of users, etc. Every time a rep generated a quote, they had to pull in these details manually from their CRM and confirm they were including the proper contract details, taking up valuable time and opening the door for human error.
They needed HubSpot quote templates that could automatically pull in all of this deal‑specific data.
The team at Process Pro Consulting helped this client streamline their quoting process by building a custom quote template using dynamic custom modules and conditional logic. Here’s how we built a custom quote template that saved their sales team hours of manual work and eliminated potential errors:
To improve data consistency when creating quotes, we developed modules that leveraged personalization tokens to pull in property values directly from the associated deal record. These tokens were used to dynamically pull the company’s name into the Subscriber Terms section.
The “Subscription Details” section made heavy use of personalization tokens by dynamically bringing in the following properties directly from the deal record:
We also developed an optional ‘Custom Comments’ module that allowed the sales rep to pull additional notes into the quote using a deal property. This module could be hidden as needed.
The Services List module within the quote was developed using custom code and if-then logic to dynamically pull in services based on the platform-level and line items added to the associated deal record. This eliminates the need for reps to manually add services to the quote, saving valuable time.
Using conditional logic built with custom code, the verbiage in the “Other Services and Fees” section would adjust based on the payment frequency property on the deal. Reps can still add free‑text notes—the standard “Comments to Buyer” quote property—so nothing is lost in translation from sales deal to quote.
We also applied conditional logic to generate the correct link to the Subscriber Agreement document, once again based on the payment frequency, ensuring buyers are seeing the correct legal documentation.
By running their quoting process out of HubSpot, they greatly streamlined their sales team’s workflow and increased the accuracy of their contracts. This opened their sales team up to focus on closing deals rather than building quotes.
Do you need help developing an effective quoting process for your organization? Schedule a meeting with the Pros!
