Let's Unbox quote hapily with Dax Miller and Max Cohen
- Chris CarolanHost
- Dax MillerGuest
- Max CohenGuest
June 27, 2025
Dax Miller demos quote hapily for Chris and Max Cohen: rules that guide a rep through a HubSpot quote, bundles that work as product configurators, pricing tables on product properties, and PDFs attached to the quote. Then the line-item debate: what happens to what was sold once the deal is won.
Key takeaways
Most companies that ask for CPQ just need help with quotes: rules, guardrails and a few common patterns, not a separate system [04:28][24:07].
Build on native HubSpot products, line items and quote templates, and reporting, integrations and new HubSpot features keep working [32:22][16:28].
Rules work like HubSpot workflows: they read anything associated with the deal and can block publishing, require approval, set a price book, add line items or prompt the rep [19:20][19:54].
A bundle is really a product configurator. Reps choose from preconfigured swaps and add-ons, so a 10,000-product library doesn't turn into a search party [10:57][12:00].
Pricing tables set a price from a product property, such as region or a number range, so reps stop reaching for a spreadsheet [29:19][29:49].
Attach a PDF to a HubSpot quote template and the buyer signs the quote and the terms in one place [20:25][21:25].
Don't stretch the deal pipeline to manage delivery. End the deal, then start the work in a fulfillment flow or object built for it [42:52][48:25].
The guests
Dax Miller
Max Cohen
Quotes Expert
HubSpot quotes and proposals specialist.
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