Quote, bill, and get paid - all from your CRM
HubSpot Commerce Hub gives your sales team AI-powered tools to create quotes in seconds, automate billing, and collect payments - without leaving HubSpot. Close deals faster. Get paid sooner. See revenue clearly.
Deals die in the last mile. The paperwork is killing your close rate.
If you're running or working in a growing B2B company, you've probably experienced some version of this reality:
Your rep closes the verbal agreement. Then comes the quote. They scramble to find the right template, look up pricing, calculate discounts, and manually assemble line items. Hours pass. Sometimes days. By the time the quote reaches the buyer, the excitement has faded. Competitors have made contact. Momentum is lost.
The hardest part of the sale shouldn't be the paperwork.
Quotes in one system. Approvals over email. Contracts in DocuSign. Invoices in QuickBooks. Payments through Stripe. Nobody has the full picture. Finance asks sales about deal terms. Sales can't find the signed contract. Leadership wants revenue reports but the data is in five different places.
When the process is fragmented, revenue falls through the cracks.
Your buyers purchase software subscriptions with one click. They pay invoices from their phone. They expect digital signatures and instant receipts. But your B2B sales process still involves PDFs, manual follow-ups, and "let me check with accounting."
If buying from you feels harder than buying from your competitors, you'll lose.
The Underlying Problem
These aren't separate problems - they're symptoms of the same root cause: revenue processes scattered across disconnected tools and handoffs that depend on human memory.
Most sales teams try to solve these symptoms one at a time. A quoting tool here. DocuSign there. Invoices in accounting software. Payments through a separate processor. Each tool does its job, but now closing a deal requires logging into five systems, and nobody can answer "what's the status of that payment?" without checking three places.
The more tools you add, the more friction you create between "yes" and "paid" - and the more deals die in the paperwork.
The prospect says yes. The rep celebrates - then opens the quoting tool. They spend 45 minutes finding the right template, looking up pricing, and manually entering line items. The quote goes out Thursday afternoon.
Monday, the prospect asks a question about the payment terms. The rep doesn't know - that's in the contract template, which is in a different system. They email finance. Finance responds Tuesday.
Wednesday, the prospect is ready to sign. But the e-signature tool is disconnected from the CRM, so the signed contract sits in DocuSign while the deal stays at "Contract Sent" for three days until someone remembers to update it.
Two weeks later, finance asks why the invoice hasn't been paid. Nobody realized the invoice was never sent - it was supposed to happen automatically, but the systems don't talk to each other.
The deal closed. But it took three times longer than it should have, and the customer's first experience with your company was confusion and delays.
Your sales team doesn't need more tools. They need one platform that takes a deal from "yes" to "paid" without friction - for them or for the buyer.
HubSpot Commerce Hub: Quote to cash without the chaos
Commerce Hub isn't just CPQ software. It's the complete quote-to-cash process built into your CRM. AI generates quotes from deal data. E-signatures close contracts. Invoices go out automatically. Payments come in directly. All connected. All visible. All in HubSpot.
One platform. From proposal to payment. No handoffs, no delays.
What makes Commerce Hub different
AI-Powered Quoting
Breeze generates branded quotes in seconds using deal context. Cover letters write themselves. Line items populate automatically. Reps spend time selling, not formatting documents.
Built Into Your CRM
Commerce Hub lives in HubSpot - the same place your deals, contacts, and pipeline live. No integrations to maintain. No data to sync. Quote, bill, and track revenue from the deal record.
Modern Buyer Experience
Buyers review, sign, and pay from a single page. No downloading PDFs. No printing and scanning. Mobile-friendly checkout. Digital signatures. The experience they expect from any modern purchase.
End-to-End Visibility
See the entire revenue lifecycle in one place. Quote status. Payment status. Subscription renewals. Revenue reports. Finance and sales finally speak the same language.
What Commerce Hub does (and why it matters)
Create professional quotes in minutes, not hours
AI-powered configure-price-quote tools that pull from your product catalog and deal data. Branded templates. Automatic calculations. Approvals that don't slow you down.
AI-Generated Quotes
One click generates a full quote - cover letter, line items, pricing, terms. AI pulls context from the deal record to personalize the proposal. Reps edit and send instead of building from scratch.
- One-click quote generation from deal data
- AI-written cover letters and business case summaries
- Automatic line item population from products
- Branded quote templates
- Personalization from CRM data
Product Library
Create a centralized catalog of your products and services with descriptions, pricing, and availability. Reps select from the library instead of typing manually. Pricing stays consistent. Discounting stays within guidelines.
- Centralized product and service catalog
- Multiple pricing options (flat, tiered, recurring)
- Product descriptions and images
- SKU and inventory tracking
- API access for external sync
Quote Templates
Pre-designed templates for different deal types, products, or customer segments. Reps don't design documents - they fill in the specifics. Brand consistency without creative bottlenecks.
- Branded quote templates
- Customizable layouts and sections
- Dynamic content based on deal propertie
- Multi-language support
- Legal terms and conditions inclusion
Quote Approvals
Set approval rules based on discount percentage, deal size, or custom criteria. Quotes route to the right approvers automatically. Reps see approval status in real time. No email chains. No lost requests.
- Rule-based approval routing
- Multiple approver support (sequential or parallel)
- Real-time approval status tracking
- Approval audit trail
- Automatic escalation for overdue approvals
E-Signature
Buyers sign quotes digitally from any device. No third-party tools required. Signed documents are stored automatically with the deal record. Legal, secure, and fast.
- Native e-signature (no additional software)
- Multi-party signing support
- Mobile-friendly signing experience
- Automatic storage to deal record
- Legally binding digital signatures
Turn closed deals into revenue automatically
From one-time invoices to recurring subscriptions, Commerce Hub automates billing so finance spends less time chasing payments.
Invoices
Generate invoices from quotes or deals with one click. Send directly from HubSpot. Track when invoices are viewed, paid, or overdue. Automated reminders follow up so your team doesn't have to.
- One-click invoice generation from quotes
- Branded invoice templates
- Invoice tracking (sent, viewed, paid, overdue)
- Automated reminder emails (dunning
- Partial payment support
Subscriptions
Set up recurring billing for subscription products. Payments process automatically on schedule. Failed payments retry automatically. Track MRR and subscription health directly in HubSpot.
- Recurring payment automation
- Multiple billing frequencies (monthly, annual, custom)
- Automatic payment retries for failed charges
- Subscription modification and cancellation
- MRR and ARR tracking
Payment Links
Create tax rates for different products, regions, or customer types. Automated sales tax calculates based on buyer location. Tax-exempt customers are handled correctly.
- Custom tax rate library
- Automated sales tax by location
- Tax-exempt customer handling
- Tax reporting for compliance
- Multi-jurisdiction support
Get paid faster with modern payment options
Accept credit cards, debit cards, and ACH payments directly through HubSpot. Buyers pay how they want. You get paid sooner.
HubSpot Payments
Process credit card and ACH payments without a separate payment processor. Competitive rates. Fast setup. All payment data connected to your CRM automatically.
- Native payment processing (no third-party required)
- Credit and debit card acceptance
- ACH/bank transfer support
- Competitive processing rates
- Automatic CRM record updates
Stripe Integration
Already on Stripe? Connect your account and process payments through your existing setup. Commerce Hub handles the quote-to-payment flow; Stripe handles the processing.
- Connect existing Stripe account
- Use established Stripe rates and relationships
- All Commerce Hub features with Stripe processing
- Unified reporting in HubSpot
- No double data entry
B2B Checkout
Mobile-optimized checkout pages for quotes, invoices, and payment links. Buyers review the order, enter payment details, and complete the purchase - all on one page.
- Branded checkout pages
- Mobile-responsive design
- Order summary display
- Custom fields for additional info
- Stored payment methods for repeat purchases
Stored Payment Methods
Securely store customer payment methods for future invoices and subscription renewals. Buyers don't re-enter card details. Payments process faster.
- Secure payment method storage (PCI compliant)
- One-click payments for returning customers
- Automatic billing for subscriptions
- Reduced payment failures
See your entire revenue lifecycle clearly
Unified reporting across quotes, invoices, payments, and subscriptions. Finance and sales finally have the same numbers.
Quote Analytics
Track quote engagement - when buyers view, how long they spend, which sections they read. See conversion rates by rep, product, or quote type. Follow up at exactly the right moment.
- Quote view and engagement tracking
- Conversion rate reporting
- Performance by rep and product
- Quote expiration tracking
- Buyer behavior insights
Commerce Analytics Suite
Unified dashboard for invoices, payments, subscriptions, and revenue. Track overdue invoices, payment trends, and subscription health. One place for the full revenue picture.
- Revenue over time reporting
- Invoice status dashboard
- Subscription health metrics
- Payment method breakdown
- Rep and product performance
Accounting Integrations
Connect to QuickBooks Online or Xero. Invoices and payments sync automatically. No double entry. Finance works in their preferred system with accurate, real-time data.
- QuickBooks Online integration
- Xero integration (Beta)
- Automatic invoice and payment sync
- Two-way data flow
- Reconciliation simplified
Custom Revenue Reporting
Combine commerce data with CRM data for powerful custom reports. Track revenue by segment, rep, product, or any dimension that matters to your business.
- Custom report builder
- Commerce + CRM data combination
- Revenue attribution by source
- Cohort analysis
- Scheduled report delivery
AI-Generated Quotes
One click generates a full quote - cover letter, line items, pricing, terms. AI pulls context from the deal record to personalize the proposal. Reps edit and send instead of building from scratch.
- One-click quote generation from deal data
- AI-written cover letters and business case summaries
- Automatic line item population from products
- Branded quote templates
- Personalization from CRM data
Product Library
Create a centralized catalog of your products and services with descriptions, pricing, and availability. Reps select from the library instead of typing manually. Pricing stays consistent. Discounting stays within guidelines.
- Centralized product and service catalog
- Multiple pricing options (flat, tiered, recurring)
- Product descriptions and images
- SKU and inventory tracking
- API access for external sync
Quote Templates
Pre-designed templates for different deal types, products, or customer segments. Reps don't design documents - they fill in the specifics. Brand consistency without creative bottlenecks.
- Branded quote templates
- Customizable layouts and sections
- Dynamic content based on deal propertie
- Multi-language support
- Legal terms and conditions inclusion
Quote Approvals
Set approval rules based on discount percentage, deal size, or custom criteria. Quotes route to the right approvers automatically. Reps see approval status in real time. No email chains. No lost requests.
- Rule-based approval routing
- Multiple approver support (sequential or parallel)
- Real-time approval status tracking
- Approval audit trail
- Automatic escalation for overdue approvals
E-Signature
Buyers sign quotes digitally from any device. No third-party tools required. Signed documents are stored automatically with the deal record. Legal, secure, and fast.
- Native e-signature (no additional software)
- Multi-party signing support
- Mobile-friendly signing experience
- Automatic storage to deal record
- Legally binding digital signatures
Invoices
Generate invoices from quotes or deals with one click. Send directly from HubSpot. Track when invoices are viewed, paid, or overdue. Automated reminders follow up so your team doesn't have to.
- One-click invoice generation from quotes
- Branded invoice templates
- Invoice tracking (sent, viewed, paid, overdue)
- Automated reminder emails (dunning
- Partial payment support
Subscriptions
Set up recurring billing for subscription products. Payments process automatically on schedule. Failed payments retry automatically. Track MRR and subscription health directly in HubSpot.
- Recurring payment automation
- Multiple billing frequencies (monthly, annual, custom)
- Automatic payment retries for failed charges
- Subscription modification and cancellation
- MRR and ARR tracking
Payment Links
Create tax rates for different products, regions, or customer types. Automated sales tax calculates based on buyer location. Tax-exempt customers are handled correctly.
- Custom tax rate library
- Automated sales tax by location
- Tax-exempt customer handling
- Tax reporting for compliance
- Multi-jurisdiction support
HubSpot Payments
Process credit card and ACH payments without a separate payment processor. Competitive rates. Fast setup. All payment data connected to your CRM automatically.
- Native payment processing (no third-party required)
- Credit and debit card acceptance
- ACH/bank transfer support
- Competitive processing rates
- Automatic CRM record updates
Stripe Integration
Already on Stripe? Connect your account and process payments through your existing setup. Commerce Hub handles the quote-to-payment flow; Stripe handles the processing.
- Connect existing Stripe account
- Use established Stripe rates and relationships
- All Commerce Hub features with Stripe processing
- Unified reporting in HubSpot
- No double data entry
B2B Checkout
Mobile-optimized checkout pages for quotes, invoices, and payment links. Buyers review the order, enter payment details, and complete the purchase - all on one page.
- Branded checkout pages
- Mobile-responsive design
- Order summary display
- Custom fields for additional info
- Stored payment methods for repeat purchases
Stored Payment Methods
Securely store customer payment methods for future invoices and subscription renewals. Buyers don't re-enter card details. Payments process faster.
- Secure payment method storage (PCI compliant)
- One-click payments for returning customers
- Automatic billing for subscriptions
- Reduced payment failures
Quote Analytics
Track quote engagement - when buyers view, how long they spend, which sections they read. See conversion rates by rep, product, or quote type. Follow up at exactly the right moment.
- Quote view and engagement tracking
- Conversion rate reporting
- Performance by rep and product
- Quote expiration tracking
- Buyer behavior insights
Commerce Analytics Suite
Unified dashboard for invoices, payments, subscriptions, and revenue. Track overdue invoices, payment trends, and subscription health. One place for the full revenue picture.
- Revenue over time reporting
- Invoice status dashboard
- Subscription health metrics
- Payment method breakdown
- Rep and product performance
Accounting Integrations
Connect to QuickBooks Online or Xero. Invoices and payments sync automatically. No double entry. Finance works in their preferred system with accurate, real-time data.
- QuickBooks Online integration
- Xero integration (Beta)
- Automatic invoice and payment sync
- Two-way data flow
- Reconciliation simplified
Custom Revenue Reporting
Combine commerce data with CRM data for powerful custom reports. Track revenue by segment, rep, product, or any dimension that matters to your business.
- Custom report builder
- Commerce + CRM data combination
- Revenue attribution by source
- Cohort analysis
- Scheduled report delivery
AI that accelerates the close
Breeze is HubSpot's AI - built into Commerce Hub to eliminate the busywork between "yes" and "paid." Generate quotes instantly. Answer buyer questions automatically. Focus on deals, not documents.
AI Quote Generation
One click creates a complete quote - cover letter, line items, pricing, terms. Breeze pulls context from the deal record to personalize every proposal automatically.
AI Cover Letters
Breeze writes personalized cover letters and business case summaries based on deal context, buyer industry, and conversation history. Professional proposals without the writing.
Breeze Closing Agent
An AI agent that appears on quote pages to answer buyer questions 24/7. Pricing questions, product details, terms clarification - handled instantly so deals don't stall waiting for a rep.
Smart Pricing Suggestions
Based on deal size, customer history, and win rate patterns, Breeze suggests optimal pricing and discounting. Reps close faster with data-backed recommendations.
Automated Follow-Up
When quotes are viewed but not signed, Breeze suggests follow-up actions based on buyer behavior. Know exactly when and how to re-engage.
Commerce that's connected to your entire go-to-market
Commerce Hub isn't a standalone tool. It's built into HubSpot's customer platform - connected to Sales Hub, Marketing Hub, and Service Hub. Deals flow into quotes. Quotes become invoices. Payments update customer records. Everything connected.
Commerce + Sales
From pipeline to payment in one system.
Deals in Sales Hub become quotes in Commerce Hub with one click. Deal properties populate quote fields. When quotes are signed and paid, deal stages update automatically. No manual handoffs. No status meetings to sync systems.
Sales ops finally has accurate revenue data without chasing reps.
Commerce + Marketing
Know which marketing drove revenue.
When a lead converts to a customer via Commerce Hub, the full journey is visible. Which campaign brought them in? Which content influenced the deal? Revenue attribution connects marketing effort to actual payments.
Prove marketing ROI with closed-loop reporting.
Commerce + Service
Customer context for every interaction.
Service reps see payment history, subscription status, and invoice history on the customer record. When a customer calls about a billing question, the answer is one click away. No transferring to accounting. No "let me check and call you back."
Support becomes faster and customers stay happier.
Understanding HubSpot Pricing
The Structure
HubSpot uses a tiered pricing model. Each Hub has multiple levels:
- Free Tools — Limited features, free forever
- Starter — Core features for small teams
- Professional — Full automation and advanced features
- Enterprise — Advanced permissions, customization, and scale
The right tier depends on your company size, complexity, and what features you need.
Free Tools
What you get:
- Basic CRM and limited features of each Hub
Best for:
Very small teams testing HubSpot, or companies with minimal needs
Investment / Limitations:
Limited contacts, limited features, no automation, HubSpot branding on forms and emails
Key Insight: HubSpot's free CRM is genuinely useful—not just a trial. Many companies use it for years before upgrading.
Starter
What you get:
- Core features, removes HubSpot branding, basic automation
Best for:
Small businesses getting started with structured marketing and sales
Investment / Limitations:
Starting at $20/month per seat for most Hubs
Key Insight: Starter is a significant upgrade from Free, but lacks the automation and advanced features that growing companies usually need.
Professional
What you get:
- Full automation, advanced features, custom reporting, integrations
Best for:
Growing companies ready to scale their operations
Investment / Limitations:
Marketing Hub Professional starts at $890/month, Sales Hub Professional at $100/month per seat
Key Insight: Professional is where most B2B companies see real ROI. This tier unlocks workflows, sequences, custom reports, and the features that actually transform how you work.
Enterprise
What you get:
- Advanced permissions, custom objects, hierarchical teams, advanced analytics, sandboxes
Best for:
Larger organizations with complex needs
Investment / Limitations:
Marketing Hub Enterprise starts at $3,600/month, Sales Hub Enterprise at $150/month per seat
Key Insight: Enterprise isn't just "more of Professional"—it unlocks features that only make sense for larger, more complex organizations.
Key Pricing Concepts
Seat-Based Pricing
Sales Hub, Service Hub, and Commerce Hub charge per seat at Professional and Enterprise tiers. Each person who needs full functionality needs their own paid seat.
However, you can have unlimited free "View-Only Seats" for people who just need to see data without editing.
Contact-Based Pricing (Marketing Hub)
Marketing Hub pricing scales with your database size—specifically, the number of "marketing contacts" you're actively emailing or targeting with ads. Non-marketing contacts are free.
This means you can store your entire customer database without paying extra, as long as you're not marketing to all of them.
Bundles
HubSpot offers bundles that combine multiple Hubs at a discount. The "Customer Platform" bundle includes all Hubs together.
Onboarding Requirements
Some tiers require paid onboarding from HubSpot or a certified partner. This isn't optional—it's built into the purchase.
The Real Cost Consideration
License cost is only part of the investment. Implementation, training, and ongoing optimization matter just as much for success.
Companies that buy HubSpot and "figure it out themselves" often end up with underutilized portals and poor ROI. Companies that invest in proper setup—whether through HubSpot's onboarding or a certified partner—typically see results much faster.
We don't just set up Commerce Hub. We streamline your entire quote-to-cash process.
Commerce software only works when it fits your sales process - your products, your pricing, your approval workflows. Too many companies buy Commerce Hub and end up with quote templates nobody uses, approval bottlenecks that slow deals, and payment processes that confuse buyers.
We're here to make sure that doesn't happen.
HubSpot Platinum Partner
We've implemented Commerce Hub for B2B companies selling everything from software subscriptions to professional services. We know how to structure product catalogs, design approval workflows that don't create bottlenecks, and build quote templates that actually get used.
Process First, Tools Second
Before we configure anything, we map your current quote-to-cash process. Where do deals stall? What causes pricing errors? Why do invoices go unpaid? Technology should remove friction - not add new steps.
Sales Enablement Focus
The best CPQ is the one reps actually use. We build Commerce Hub implementations that make quoting faster than whatever workaround reps are using today. Adoption happens because the new way is genuinely easier.
We know sales teams are skeptical of new tools - especially ones that touch their deals. We build Commerce Hub implementations that feel like an upgrade from day one, not another system to learn.
What marketing teams say after implementing with Buldok
"We had Mailchimp for email, Hootsuite for social, and Google Ads running separately. Six months after implementing Marketing Hub with Buldok, we can finally see which campaigns actually drive pipeline — not just clicks and opens."
"The implementation was faster than we expected — we were running automated nurture campaigns within 4 weeks. But what really made the difference was having a partner who understood our B2B sales process."
Frequently Asked Questions About HubSpot
Commerce Hub is built natively into HubSpot - not bolted on. Quotes, invoices, and payments connect directly to deals, contacts, and the CRM. There's no integration to maintain, no data sync to troubleshoot.
It's also designed for speed and simplicity. Legacy CPQ tools are powerful but complex - they often require dedicated admins and lengthy implementations. Commerce Hub is designed for sales teams to use immediately, with AI that generates quotes in clicks rather than configurations that take months.
Commerce Hub works best alongside Sales Hub - quotes generate from deal records, and the combined experience is seamless. But Commerce Hub can be used independently if you primarily need invoicing, payments, or subscription management.
For most B2B sales teams, the Sales Hub + Commerce Hub combination delivers the most value.
Breeze Closing Agent is an AI that appears on your quote pages. When buyers are reviewing a quote, they can ask questions - about pricing, terms, product details, or anything else. The agent answers instantly using your sales materials and knowledge base.
It's like having a sales rep available 24/7 on every quote, removing the friction of "let me get back to you on that" that stalls so many deals.
Commerce Hub supports two payment processing options: HubSpot Payments (native processing) and Stripe (connect your existing account).
HubSpot Payments is available in the US, UK, and Canada. Stripe is available wherever Stripe operates. Both support credit cards and ACH/bank transfers.
Yes - subscription management is a core feature. Set up recurring billing at any frequency (monthly, quarterly, annual, custom). Payments process automatically. Failed payments retry automatically. Track MRR, ARR, and subscription health directly in HubSpot.
You define approval rules based on any criteria - discount percentage, deal size, product type, customer segment, or custom properties. When a quote triggers a rule, it routes to the appropriate approver(s) automatically.
Approvers can approve or reject from email or within HubSpot. Reps see real-time status. The whole process is tracked for audit purposes.
Basic setup (product library, quote templates, payment processing) takes 1-2 weeks. Full implementation with custom approval workflows, accounting integrations, and team training typically takes 4-6 weeks.
You'll be creating and sending quotes before the full implementation is complete.
Commerce Hub charges a small platform fee per transaction for using the quote-to-payment tools: 0.5% with HubSpot Payments (capped at $10 for ACH transactions) or 0.75% with Stripe. This is in addition to payment processing fees from your processor.
For new customers, HubSpot Payments platform fees are waived for the first 60 days.
Ready to close deals faster and get paid sooner?
The best quote-to-cash process is the one that removes friction - for your sales team and your buyers. Let's talk about how Commerce Hub can streamline your revenue lifecycle.