If quoting still means spreadsheets, scattered approvals, and manually piecing together docs in Google Drive … it’s time for an upgrade.

In this live session, we’re teaming up with Portant to show how quote•hapily + Portant work together inside HubSpot to simplify quotes, automate proposals, and keep your sales process moving — no toggling between tools required. We’ll also be joined by Cogent Connective, sharing how this stack works in the wild with real clients and real results.

Whether you’re selling services, products, or a mix of both, you’ll walk away with replicable strategies for building a cleaner, more scalable sales flow inside HubSpot.

What You'll Learn:

• Build complex quotes with bundles, rules, and approvals in HubSpot
• Auto-generate contracts, proposals, and SOWs with Portant
• Streamline quoting for both service- and product-based sales
• Cut the manual work after deals close
• Hear from real users who’ve supercharged their sales workflow with a HubSpot-centralized stack