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title: "HubSpot CPQ Guide: Configure, Price, Quote in HubSpot" date: "2026-01-21" excerpt: "Complete guide to HubSpot CPQ capabilities. Learn how to set up quoting, product libraries, and e-signatures in HubSpot." author: "CPQ Consultant Team" tags: ["hubspot cpq", "cpq", "quoting", "hubspot"]

HubSpot CPQ Guide: Configure, Price, Quote in HubSpot

HubSpot has evolved from a marketing tool to a complete CRM platform with robust CPQ (Configure, Price, Quote) capabilities. This guide covers everything you need to know about using HubSpot's quoting features effectively.

What is HubSpot CPQ?

HubSpot CPQ refers to the native quoting and product configuration features built into HubSpot Sales Hub. Unlike standalone CPQ solutions, HubSpot's CPQ is fully integrated into the CRM, providing a seamless experience for sales teams.

Key Features

• Product Library: Centralized catalog of products and services with pricing
• Line Item Editor: Configure quotes with products, quantities, and discounts
• Quote Templates: Branded, customizable quote documents
• E-Signature: Built-in electronic signature for faster deal closure
• Payment Links: Accept payments directly from quotes
• Approval Workflows: Route quotes for manager approval when needed

Setting Up HubSpot Quoting

Step 1: Configure Your Product Library

1. Navigate to Settings > Objects > Products
2. Add your products with:
   • Name and description
   • Unit price and billing frequency
   • SKU and product properties

Step 2: Create Quote Templates

1. Go to Sales > Quotes > Quote Templates
2. Customize with your branding
3. Add terms and conditions
4. Set default expiration periods

Step 3: Enable E-Signatures

1. Enable HubSpot Payments or connect Stripe
2. Configure signature requirements
3. Set up notification workflows

HubSpot CPQ Best Practices

Organize Your Product Catalog

• Use consistent naming conventions
• Group products by category
• Set up product bundles for common combinations
• Define unit costs for margin tracking

Streamline Approvals

• Set discount thresholds requiring approval
• Create automated notifications
• Track approval history for compliance

Optimize Quote Templates

• Keep formatting clean and professional
• Include all relevant terms
• Make pricing breakdown clear
• Add compelling call-to-action sections

HubSpot CPQ Pricing

HubSpot CPQ capabilities are included in different Sales Hub tiers:

HubSpot CPQ vs Salesforce CPQ

When to Consider a Dedicated CPQ

HubSpot's native quoting works well for many businesses, but you might need a dedicated CPQ solution if you have:

• Complex product configurations with dependencies
• Advanced pricing rules (tiered, volume, contract-based)
• Multi-currency and multi-language requirements
• Complex approval workflows
• Integration needs with ERP systems

Conclusion

HubSpot CPQ provides an excellent starting point for growing businesses that need basic quoting capabilities without the complexity of enterprise CPQ solutions. For more advanced needs, consider integrating a dedicated CPQ tool or exploring Salesforce CPQ.

Need help deciding if HubSpot CPQ is right for your business? Schedule a consultation with our CPQ experts.