A CPQ flow is our version of a multi step process to configure, price, and quote a product or service on your website. We call them flows because it is a hybrid of step form and workflow solution.
A slide is a step in the flow, we offer multiple slide templates to get you started but each slide can be edited to include the HubSpot properties most important to your business.
Although your HubSpot account can support a limitless number of users, within the CPQ system, a "user" is specifically defined as someone who can take ownership of a deal or be part of the conditional routing logic.
For example: to distribute your deals among three individuals, you would need to secure three paid seats on your plan.
Our plans are flexible, allowing you to add as many paid users as necessary. For details on how to expand your team within our platform, visit our pricing page to explore options for adding additional users.
When building your slide you can insert additional images and text areas to your slides as "elements". Elements can be used to offer multi column layouts for property fields, rich text blocks, or images. Each slide may include an infinite number of elements in a vertical scroll.
Each slide can be associated to an object in HubSpot. When a slide has a defined object association, all form enabled properties are available to be used by the anytime CPQ slide.
Some objects may be limited by the subscription plan, for more information visit our pricing page.
Use the theme settings to match your slides to your website design or brand. Control colors for all your slide elements, backgrounds, buttons and footer.
The deal seetings are unique to each flow. You can have as many flows as you like and each can be tied to a unique pipeline and deals stage. Control the deal owner, stage and pipeline in the deal settings tab of the CPQ flow builder.
The quote settings allow you to place content in the comments to the buyer section, and the terms & conditions sections of your quote. Select your template and accept payments.
Features of the quote settings are associated with your subscription plan.
