Most pipelines don’t break at discovery. They break at the last mile: quoting, approvals, invoicing, and getting paid. Commerce Hub pulls that whole flow into HubSpot. Here’s what we clean up (quickly).
Build interactive, branded quotes with e-sign and clear next steps.
Set approval rules that match your policies (and don’t punish reps for doing their jobs).
Generate invoices from deals/quotes, track status, and keep revenue data tied to the CRM record.
Accept card/ACH via HubSpot payments or Stripe, with payment links buyers will actually use.
Set up subscriptions, retries, and renewal visibility—without a spreadsheet safety net.
Align products, line items, and reporting so Sales, RevOps, and Finance see the same numbers.
We set up your product library, bundles, and pricing logic, then design quote templates that look premium and read clearly. No clutter. No guesswork. Just a quote buyers can say “yes” to.
We build approval paths for discounts, terms, and special cases—fast when it’s safe, strict when it matters. Then we automate the follow-through: reminders, invoice triggers, and handoffs that don’t rely on memory.
From one-time payments to recurring billing, we set up invoices, payment links, taxes/discounts, and subscription schedules. Buyers pay. Finance tracks. Everyone breathes.
We train teams by role (Sales, RevOps, Finance), then tune the system as your pricing, products, and process evolve. Expect cleaner data, tighter governance, and dashboards leaders don’t need translated.
AI is useful when it removes friction—not when it adds risk. Commerce Hub’s AI-assisted quoting helps reps move fast while your business rules stay intact. Think: fewer manual edits, cleaner approvals, and a buyer experience that doesn’t feel like 2009.
We keep it practical. First we map your quote-to-cash reality (including the weird edge cases). Then we configure Commerce Hub with the right guardrails, test with real deals, and roll it out so Sales and Finance are on the same page—for once.
map your quoting flow, approvals, billing steps, payment methods, and reporting needs.
define products, pricing rules, templates, permissions, and the guardrails that keep deals clean.
configure, integrate payments (HubSpot payments/Stripe), test with real scenarios, then launch.
tighten approvals, improve templates, tune reporting, and keep the system aligned as pricing evolves.
Commerce Hub works best when Sales, RevOps, and Finance don’t operate like separate countries.
Sales teams: build quotes fast, get approvals faster, and give buyers a clean path to yes.
RevOps : enforce process, standardize products/pricing, and keep the CRM reporting honest.
Finance: invoices, payment status, and subscription visibility tied to the right customer record.
Leadership: real-time revenue visibility and fewer “which number is correct?” meetings.
Customer success: cleaner renewals and a smoother handoff once the deal is signed and paid.
HubSpot Commerce Hub is HubSpot’s quote-to-cash toolkit inside the CRM: CPQ (quoting), billing (invoices/subscriptions), and payments. It keeps revenue activity tied to deals, companies, and contacts—so your data stays connected from quote to collection.
Create branded quotes with e-signatures, route approvals, send invoices, collect one-time or recurring payments, and track subscription revenue—without bouncing between tools. The win is simple: fewer handoffs, fewer errors, faster cash.
We start with your pricing model and approval rules, then configure products/line items, quote templates, payments (HubSpot payments or Stripe), invoicing/subscriptions, and reporting. We test with real deals before launch—because “works in theory” doesn’t pay invoices.
It depends on how complex your quoting and approvals are. If you need structured approvals, recurring billing, and tighter governance, Professional is often the practical baseline. If you have advanced approval chains and enterprise-grade controls, Enterprise may fit better. We’ll recommend the smallest tier that does the job—no trophy buying.
Yes—end to end. We implement the core CPQ and billing flow, connect payments, tighten approvals, and keep improving templates and reporting as your revenue engine scales.
Sales Hub helps you run the sales motion—pipeline, tasks, sequences, forecasting. Commerce Hub handles the money part: CPQ (quotes/line items), approvals, invoices/subscriptions, and payments. In short: Sales Hub gets you to “yes.” Commerce Hub gets you to “paid.”
Often, yes—many Commerce Hub features are available with a pay-as-you-go model, even if you’re not on a paid Sales Hub plan. What you can use (and where) depends on your region and the specific features you need. We’ll confirm the right setup before you commit.
You can connect Stripe to process payments, but bringing over full historical data and active subscriptions isn’t always a one-click sync. The usual approach is to connect Stripe for new activity, then migrate what matters (customers, active subscriptions, and key revenue fields) with a clean mapping so reporting stays reliable.
Yes—HubSpot supports accounting integrations, including options for QuickBooks and Xero (often via native apps or data-sync connectors). The key is defining the source of truth: which system creates invoices, how payments reconcile, and what fields need to map both ways. We’ll validate the integration path before you build process around it.
Commerce Hub is built to support enterprise-grade security and privacy expectations, but compliance depends on your configuration and how you process payments. Card data is handled by the payments processor (HubSpot payments/Stripe), and your team still controls consent, retention, and access policies for customer data. If compliance is a deciding factor, we’ll review your requirements with your security/legal team before go-live.
Not really—and that’s a good thing. Shopify is an ecommerce storefront (catalog, cart, checkout, inventory, shipping). Commerce Hub is quote-to-cash inside your CRM (quotes, invoices, subscriptions, payments). If you sell online with a full cart experience, Shopify can stay. If you sell through sales-led quoting and want cleaner billing and collections, Commerce Hub fits.
If you want, share your current quoting and billing flow (or the chaos around it). We’ll tell you what to standardize, what to automate, and what to leave alone—so Commerce Hub becomes a system your teams trust.
We help you pick the right tier, implement Commerce Hub the right way, and keep improving it as your pricing and process evolve. The goal is simple: less friction, fewer surprises, and revenue data you can run the business on.