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Hyperline provides a complete CPQ process, allowing salespeople to configure products, set a pre-configured or custom price and generate a quote ready for signature, facilitating internal approval process for customers. Once a quote is accepted and signed, the related subscription can be automatically activated, starting the billing and invoicing cycle without any manual actions required.

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Create new quote

To create a quote, head to the Quoting section and click on Create quote. A quote can be created and saved as draft to be completed later. Multiple quotes can be created for the same customer.

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Quote template

Quotes can be created from an existing template, configured in the templates page. Learn more about quote templates on the dedicated documentation page.
If you want to create a quote from scratch, select Configure manually.

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Name

By default, the quote will be named “Quote ”. You can rename it the way you want, using variables for dates and next quote number.

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Settings

  • Expiration date After this date, the customer will still be able to access the quote but won’t be able to sign it.
    In Settings > Quoting, you can allow your customer to still sign the quote by toggling the option “allowed signature after expiration” in the signature section.
  • Quote owner The salesperson responsible for the customer and contract. This can be changed later in the process, and may affect whether the quote requires approval based on your configured approval workflows.
  • Require tax ID Require your customers to add their tax number (VAT number for example) to enable quote signature.
  • Custom properties (if they are configured on your account) Additionally, you can require your customer to fill specific pre-configured custom properties during the quote signature flow. This is useful for non-standard information collection, like country-specific details.
  • Require payment method, particularly useful when your customer pays by card or direct debit, as you can start invoicing and collect money directly once the quote is signed.
  • Require shipping details Request the customer to add its shipping details as a required part of the quote signature flow.

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Subscription

Quotes must include a subscription in order to be sent. By clicking on add subscription, you will open the familiar subscription assignment flow: select plan, configure contract and invoicing settings, add products, customize price configurations, add coupons.. See more details in the assign subscription dedicated page.
You can create a quote for a one-off invoice or a subscription update following a different flow.

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Quote value

Every quote created must have a set value. This information can be hidden to the customer on the quote public page and PDF.
Quote Value
By default, the quote value is automatically calculated based on the product prices, billing intervals, coupons and subscription/phase duration. This information can be fully edited to reflect a more accurate quote value.
Only coupons with a duration > 12 months are taken into account in the quote value. If needed, manually edit the quote value to reflect the discount applied by the coupon.

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Additional information

These fields are rich text field, where text can be stylized to structure information, emphasize on details and add hyperlinks. Both fields can be pre-configured in the quote template.
Quote Value
  • Note for customer Freely add text that will be added to the quote header. It can be used to give contextual information to the customer ahead of signature.
  • Contract terms Contract terms will be displayed after the subscription details. It can be used to give contractual information. Additionally, pre-configured clauses can be added to the quote by selecting them in the “add from existing clause” selector.

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Documents

When creating or editing a quote, you can attach a PDF file (5 MB max) in the additional information section. This allows you to include custom files such as terms of use or any other relevant document. These attachments can be directly displayed on the quote public page and PDF if the option is selected.
To attach more than one document, add the first document, save the quote and edit it again to add a new one.

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Display

Informations displayed on the quote can be modified easily by clicking on the display button in the bottom floating bar. They can all be configured in the quote template.
You can decide to show or hide the first invoice amount, quote value and documents preview for general quote settings, as well as configure the information displayed on the subscription preview to show or hide phase value and taxes, as well as the way price tiers are displayed.

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Custom quote layout (beta)

Update the quote layout the way you way you want with a “what you see is what you get approach”, making the quote as easy to customize as a notion document. Reorganize blocks, change the wording for all elements and add blocks anywhere.
Custom Layout
Enabling the custom layout fixes the quote in the customer language. It will no longer be dynamically translated based on the browser language.
By default, the option is only enabled for Hyperline admins. This can be changes in Settings > Team > Roles > Edit.

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Send quote

Once finalized, the quote appears as Ready to send. At this stage, you can decide to:
  • Send quote by email to your customer, with a custom message in the email body. This email will be tracked, and you will be able to see every time the customer opens it.
  • Generate public link to share it with your customer in the way you prefer.
After this, the quote will switch to a Pending signature status.
Once sent, you can resend the quote by email whenever you want to remind your customer to sign it. Simply use the ‘Send quote’ button in the ‘Actions’ dropdown to resend it.

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Edit quote

A quote can be edited anytime as long as it has not been signed by the customer by clicking on “edit quote” in the actions dropdown. If edited, it will disable the public quote link and put the quote back to the Ready to send status.

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Update expiration date

You can update the quote expiration date at any time without editing the entire quote using the ‘Update expiration date’ action. This is useful if you need to adjust the date following a discussion with your customer or after the quote has expired.
This action will not disable the existing quote public link.
Hyperline offers a hosted public page to share a quote with your customer. On this page, the customer can view the entire quote details, access PDF attachments, fill in their billing details, and add their payment method (if required). The customer can also accept and sign the quote directly from this page. See more details in the quote signature page.