Quotes
Learn about Hyperline quoting module
Hyperline provides a complete CPQ (Configure Price Quote) process, allowing salespeople to configure products, determine the price (pre-configured or custom) and produce a quote document for signature.
These documents give potential buyers the cost of goods or services before making a purchase decision and facilitate internal purchase approval processes. Once a quote is accepted and signed, the related subscription is automatically activated, starting the billing and invoicing cycle without any additional operations or manual actions.
Create quote
A quote can be created and saved as draft to be finish later. You can create multiple quotes for a same customer.
Hyperline will display a warning message if there is an unfinished draft quote when creating a new one for the customer.
Go to the Quoting section, then Quotes
Click on the ‘New quote’ button in the top-right corner.
Select a customer for which you want to create the quote.
Choose a template
Optionally, you can start the quote creation from an existing template of your account gallery.
See more details in the quote template page.
Configure the general details
Configure an expiration date for your quote. After this date, the customer will still be able to access the quote but won’t be able to sign it.
You can also decide to collect customer payment details as part of the quote signature flow. This is particularly useful when your customer pays by card or direct debit, as you can retrieve the payment method mandate and start invoicing with all the required details. You can also opt to require a Tax ID (e.g., VAT number) from your customers. If enabled, providing a Tax ID becomes mandatory for customers to sign the quote.
Adjust customer information
All invoices from a subscription created by a quote will inherit from the payment delay configured on the assigned customer. Either, the customer has a custom payment delay or the default one from our account settings is used. You can customize this delay for the customer in one click from the quote creation flow.
Here, SIREN and Industry are customer custom properties.
Additionally, you can require your customer to fill specific pre-configured custom properties during the quote signature flow. This is useful if you have custom needs and you want to retrieve non-standard details from your customer. See more details in the custom properties page.
Assign a subscription
In Hyperline, the quote directly includes a subscription configuration. At this point, you can add a subscription with all the available capabilities from the subscription assignment flow: plan, contract configuration, invoice settings, products, price customization, coupons.
This is particularly powerful because once the quote is signed, the related subscription will start with all the given configurations without manual or technical work in between. Additionally, this ensures that quotes are created only for supported invoicing cases, and the customer will sign exactly what will be invoiced later, without any configuration drift.
Additional information
Additionally, you can add custom free text notes for your customer and contract terms. Those will be display on the quote document and support line breaks and URL links rendering.
Attachments
When creating or editing a quote, you can attach any PDF files in the additional information section. This allows you to include custom files such as Service Terms of Use, external contract files, or any other relevant documents for your business.
These attachments will be visible on the quote public link and during the quote signature step.
You can attach more than one file when editing an existing quote.
Subscription options
When assigning a subscription configuration to a quote, we offer two additional options:
Automatically start subscription once quote is signed
This option allows the subscription to automatically start following the customer’s signature of the quote. The subscription’s start date will remain as configured in the quote. If not activated, the subscription will remain ‘Pending’ after the signature and will need to be manually activated later.
Align subscription start date with signature date
If you wish to align the subscription start date with the signature date, you can use this option. After the customer signs, Hyperline will automatically adjust the subscription contract and billing start date to match the signature date, overriding the dates configured in the quote. If not activated, the subscription start date will remain unchanged.
Send quote
Attachments
When creating or editing a quote, you can attach any PDF files in the additional information section. This allows you to include custom files such as Service Terms of Use, external contract files, or any other relevant documents for your business.
These attachments will be visible on the quote public link and during the quote signature step.
Sending the quote
Send quote
Attachments
When creating or editing a quote, you can attach any PDF files in the additional information section. This allows you to include custom files such as Service Terms of Use, external contract files, or any other relevant documents for your business.
These attachments will be visible on the quote public link and during the quote signature step.
Sending the quote
Once finalized, quotes appear as Ready to be sent. At this stage, you can decide to generate the related public quote page to share it with your customer for signature.
Alternatively, you can send it to your customer by email from Hyperline using the ‘Send quote’ action, or download it by PDF to share it by yourself. When sending from Hyperline, you can add a custom message and specify the email address of the signer (if different that the customer billing email).
After this, the quote will switch to a Pending signature status.
Reminder
Once sent, you can resend the quote whenever you want to remind your customer to sign it. Simply use the ‘Send quote’ button in the ‘Actions’ dropdown to resend it.
Edit quote
A quote can be edited anytime as long as it has not been signed.
Simply use the ‘Edit quote’ action, update the details, and re-send it to your customer.
Editing a quote will disable the existing public quote page and signature for the customer. You can resend the quote or regenerate the public link if you want to make it accessible again.
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.
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.