HubSpot

CRM

HubSpot

Turn HubSpot Sales Hub into your flexible quoting, approval, and deal closing machine.

Pricing

Available in Free, Starter & Scale.

Learn more about Pricing

Get Started Free

Supported Languages

English

Platform Support

This integration supports the following HubSpot plans:
 
Free Tools & CRM
Free
Marketing Hub
Starter, Professional, or Enterprise
Sales Hub
Starter, Professional, or Enterprise
Service Hub
Starter, Professional, or Enterprise
CMS Hub
Starter, Professional, or Enterprise
Operations Hub
Starter, Professional, or Enterprise

Modern CPQ for HubSpot

RevOps CPQ & Deal Desk enables HubSpot Sales Hub users to build a modern, scalable deal desk with templated agreements, approval workflows, pricing guardrails, and total data integrity. With our natively integrated Deal Desk & CPQ, there's no need for reps to go back and forth between systems.  

HubSpot Video

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Robust Contract Management directly from HubSpot

Generate NDAs, MSAs, agreements, quotes and other documents in a variety of formats (e.g. Word, PDF and HTML)Hubspot-1-1

  • Quick access to your agreement templates: NDAs, MSAs, Order Form, Contracts, and More
  • A fast and easy way to support Legal's workflow with DocX Generation for redlining and ability to upload redlined agreements for signature.
  • Attach Other Agreements like DPAs and MSAs for streamlining one signature for enterprise deals.

 

Intuitive user experiences

Save time training new reps with RevOps highly researched intuitive user experiences. Add labels and descriptions to your templates to streamline education into the application.

Streamline your contract workflow in one simple intuitive tool

Import CRM Data

By connecting a HubSpot deal with RevOps, users can import Products, Line Items, and Customer information including multiple addresses and contacts. 

Fuse Contract Intelligence with Custom Mappings

Custom Mappings give you full control over the data you would like to synchronize to HubSpot. From subscription service periods to ARR data, supercharge your HubSpot data on your own or work with our success team to build you a roadmap.

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Getting started with RevOps CPQ & Deal Desk and HubSpot:

You will have a new way to configure collaborate, price, quote, and sign!

A CPQ solution shouldn't take months to implement, require six-figure implementation budgets, and low internal adoption. RevOps Deal Desk & CPQ Integration is a true modern CPQ solution that is natively integrated with HubSpot.

  • No training needed with intuitive user experiences for the salesperson and management team.
  • Automatic tracking of changes between standard terms and deviations
  • A simple operations platform to maintain rules and configurations for complex pricing, terms, and workflows.
Flexible Approvals With Operational Controls

Create deals collaboratively, without the back and forth emails and Slack messages.

  • Automated Approval Rules
  • Granular Approval Sections
  • Alert Approvers When Approval is Required
Collaborate directly on your agreements

Create deals collaboratively, without the back-and-forth emails and Slack messages.

  • Contextual deal-making
  • @-Mention Stakeholders
  • Audit Trail of Comments and Changes to a Deal
  • Slack and email notifications for keeping everyone on track
  • HubSpot Deal timeline events are published automatically when customers interact with your Deal

Take The Complexity Out of Complex Pricing

Create agreements based on non-standard pricing models such as usage-based, ramping, bucket pricing, volume discounts, and more.

  • Usage-Based and Metered Pricing
  • Ramp schedules, true-ups, and minimum commitments
  • Upsells, cross-sells, and co-terming

Customer Story: How Muck Rack Decreased Contract Errors by Nearly 100%

HubSpot Video

Today we are using RevOps for our new business contracts, renewals, and upsells outside of renewal.

In short, we're using it for everything.

We're using it when it refers to our Web terms and custom MSAs, and we're also using it to track and give transparency to our approval workflows and requesting notable exceptions.

That then helps our teams in the future understand why specific contract terms may have been altered the way it was or other special exceptions like that, basically tying the story of the way around the contract to the actual contract itself.

Learn more about Muck Rack's success with RevOps by reading our customer story.

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