Control Every Step of the Quoting Process
Vendor quote import, recipes, FX management and compliance logs work together. Your reps build quotes faster, your pricing rules apply to every one of them, and you see the margin before anything is written to HubSpot.
Direct Deal Line Item Generation
QuoteXelerator writes directly to HubSpot deal line items, not a separate quoting system. Processed data immediately shows up in your deal pipeline, revenue reporting, and forecasting without any extra steps.
Because the line items live natively in HubSpot, you use your existing HubSpot quote templates to generate branded quotes with the compliant line item data already in place. Your branded quotes stay branded. The data underneath stays compliant. Read the documentation »
Recipes: Your Quoting Playbook
A recipe is a reusable set of rules that turns a software vendor quote into compliant HubSpot deal line items. Each recipe lets you configure:
- Discount policies: control how discounts are applied with limits
- FX settings: currency conversion rules, rate sources, and the floors a rate has to clear
- Vendor selection: which connected vendor account the recipe reads quotes from
- User assignments: assign your team their roles and have them follow the correct quoting procedures, whether that's granular control for representatives or a manager with approval capabilities
Recipes are versioned, so you always know exactly which rules were active when a quote was processed. Read the documentation »
Multi-Currency FX Engine
Process quotes in any currency with confidence using live ECB exchange rates for 30+ currencies. Record your actual currency purchases, including conversion fees and bank charges, and QuoteXelerator calculates your true reseller rate with all costs already baked in. See your real margins on every deal, not just the market rate. Every conversion is logged in your Compliance Logs.
Where most quoting processes leave multi-currency to spreadsheets, QuoteXelerator handles it natively. Your reseller FX rate automatically includes the cost of conversion, so your quotes reflect your actual margins, not theoretical ones. Read the documentation »
Vendor Quote Import
Quotes come straight from your vendor's API. You connect your vendor account once with your own API token, and your team browses and imports quotes from inside the deal. The numbers you quote on are the numbers the vendor issued, read from the source, so a figure cannot drift on the way into HubSpot.
Your token is encrypted and held on our side, never returned to the browser and never shared between colleagues, so a record of who read a customer's commercial data means something. We check your connection daily and remind you before a token expires. Read the documentation »
Target Pricing
When a prospect requests a discount beyond what the recipe allows, representatives can propose a target price directly within the workflow. The system validates every request in real time.
A target that would push margin below zero needs the authority to match: an owner can proceed, a manager needs an explicit grant and a written reason, and the decision is recorded either way. Approved requests flow straight into deal line item generation, keeping the target price. Read the documentation »
Currency Reserves
When you pre purchase foreign currency to fulfil future orders, every deal can lock its FX cost the moment the line item is generated. No guessing where the rate will land between quote and procurement. Currency Reserves track what you actually paid, including bank markup and transfer fees, and apply that real cost to every deal that consumes from the reserve.
Forecasts stop depending on tomorrow's exchange rate. Margin visibility becomes deterministic: when a deal closes, the cost was already known at quote time. This is what planning security looks like in practice. Read the documentation »
User Assignments
Control exactly who can access which recipes and what they're allowed to do. Assign users directly to specific recipes, or grant portal-wide access for managers. Every permission is configurable per user, from quote generation to approval rights.
QuoteXelerator supports a three-tier role hierarchy: Owner, Managers, and Representatives. The Owner holds full control. If someone else should own the portal, for example the Head of Sales, the current Owner can transfer ownership within 24 hours. Managers oversee recipes, users, and approvals across the portal. Users see only the recipes assigned to them, with confidential data like margins and vendor costs hidden automatically. Read the documentation »
- Granular permissions: toggle quote generation, recipe management, approval rights, compliance log access, and compliance exports per user
- Recipe-level access: assign users to specific recipes or grant access to all. The system filters what each person sees
- HubSpot sync: pull users and teams directly from your HubSpot CRM
- Ownership transfer: an admin can install the app and later hand over ownership to the right person, with a 24-hour safety delay, cancellable before execution
Compliance Logs
Every action is logged. Every recipe version is preserved. Every quote processed generates a snapshot that captures the exact rules, rates, and data used at that moment in time.
After creation, QuoteXelerator continuously monitors every set of deal line items. If anyone edits them in HubSpot, the system flags exactly what changed, from what value to what value, who made the change, and when. Export compliance reports for internal review or regulatory requirements. Read the documentation »
Notifications
QuoteXelerator monitors your deal line items after creation. When someone modifies a line item in HubSpot, the system detects the change and sends an email notification to configured recipients with the exact details of what changed, by whom, and the impact on the deal total. Read the documentation »
Ready to streamline your quoting?
Start standardizing your quoting process today. Full margin visibility and compliance logs included in every subscription.
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