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 is automatically activated, starting the billing and invoicing cycle without any manual actions required.

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Create 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.

1

Select a customer

To start the quote creation process, select the customer the quote will be sent to.

2

Optionally, select a 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.

3

Configure signature requirements

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 after expiration” in the signature section.

Collect payment details

Request the customer to add its payment method details as a required part of the quote signature flow. This is 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.

Collect shipping details

Request the customer to add its shipping details as a required part of the quote signature flow.

Require tax ID

Require your customers to add their tax number (VAT number for example) to enable quote signature.

4

Adjust customer information

Payment delay

All invoices from a subscription created by a quote will inherit from the invoice payment delay configured on the customer. By default, if no custom delay is configured, the payment will be required upon collection. This delay can be edited and will be applied to all the customer invoices created after the change has been saved.

Custom properties

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. See more details in the custom properties dedicated page.

5

Add a subscription

Every quote 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.

6

Additional information

These information can be preconfigured in the quote template.

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.

If an URL is inserted in the textbox, it will be clickable on the public quote link.

7

Additional document

When creating or editing a quote, you can attach a PDF file (5Mo 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 in 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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Send quote

Once finalized, the quote appear 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 everytime 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.