Set up quotes, invoices, and payment workflows that match your sales process so deals close cleanly and finance stays accurate.
Create your product catalogue, define pricing tiers, and configure line items so quotes and invoices pull accurate data automatically.
Create products with pricing tiers, billing frequencies, and descriptions. These feed into quotes, invoices, and line items across the CRM.
Create your products and services with consistent pricing, billing frequency, and descriptions so every quote your team sends uses the same catalogue.
Build quote templates, configure approval workflows, and set up countersigning so your sales team can send professional quotes from HubSpot.
Set up how products attach to deals: default quantities, discount rules, and recurring vs. one-time pricing. The structure that makes quoting fast and consistent.
Build reusable quote and proposal templates with your branding, default sections, personalisation tokens, and terms so every quote looks professional without starting from scratch.
Set up payment processing, create payment links for common offerings, and configure invoice templates and automation for recurring billing.
Design branded quote layouts with your logo, terms, and e-signature fields. Reps select a template, and the product library fills in the rest.
Walk through the full quoting process: associate a deal, choose a template, add line items, customise sections, review, and share the quote as a link, email, or PDF.
Set up invoice templates, recurring billing for retainer clients, and automated payment reminders.
Set up payment collection, e-signature flows, approval workflows, and post-signature automation so quotes convert to revenue without manual follow-up.
Build dashboards that track quote-to-close rates, payment collection speed, and revenue by product line so you can spot issues before they hit cash flow.
All-in-one CRM platform for marketing, sales, and customer service. Centralise contacts, automate workflows, and track every customer interaction in one place.
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From
€
45
per month
How do you help your sales team close more deals with less friction?
Increase the average value of your initial contracts through better packaging, value framing, anchoring, and negotiation.
The full journey from first meeting to signed contract. How to improve conversion at every stage of your sales pipeline so more opportunities become revenue.
Build and automate sales follow-up sequences that keep deals moving through your pipeline without manual chasing.
Define your ideal customer profile, craft positioning that differentiates, and choose the channels that reach buyers when they are ready to act.
Build a scoring and qualification framework that separates genuine buying intent from casual interest, so sales invests time where it counts.
The operational wrapper for every consulting engagement. Covers kickoff, communication rhythms, progress reviews, and handover so nothing falls through the cracks.