QUOTIFIC CPQ SETUP SERVICE

Get Quotific CPQ Live, Right-Sized to How Fast You Need to Move

Whether you need Quotific CPQ working in one focused session or a fuller rollout across your sales team, pick the setup path that matches your timeline and complexity: Basic, Advanced, or Plus.

Quotific CPQ Setup · Basic

1 Meeting to Get Live

For customers who need Quotific CPQ working fast: one focused session to validate the Shopify ↔ HubSpot draft-order bridge and confirm every property syncs correctly.

Meeting · CRM · 45–60 min

01

Overview, Definitions & Setup Validation
  • Concept Overview
  • App Connections
  • HubSpot Resource Mapping
  • Property Deep Dive
  • Deliverables & Follow-Up

OUTCOME

Concept Understood

  • Quotific vs. Shopify draft orders clarified
  • Quotes vs. Draft Orders vs. Completed Orders defined

OUTCOME

Integrations Validated

  • Deep Data Sync + Quotific connections confirmed
  • Sync logs tested for order and draft creation

OUTCOME

Workflow Documented

  • Current quote workflow documented
  • Draft order outcomes, stages, and pipeline plan agreed

Quotific CPQ Setup · Advanced

2 Meetings to Align Your Pipeline

For teams that need stage alignment, not just setup: validate the basics, then map Shopify order/draft statuses to HubSpot pipeline stages so automation triggers on the right signal.

Meeting · CRM · 45–60 min

01

Overview, Definitions & Setup Validation
  • Concept Overview
  • App Connections
  • HubSpot Resource Mapping
  • Deliverables & Follow-Up

Meeting · CRM · 60 min

02

Pipeline Stages & Stage Alignment
  • Mapping Stages
  • Automation Setup
  • Reporting Considerations
  • Deliverable & Follow-Up

OUTCOME

Concept Understood

  • Quotific vs. Shopify draft orders clarified
  • Quotes vs. Draft Orders vs. Completed Orders defined

OUTCOME

Stages Aligned

  • Shopify order/draft statuses mapped to HubSpot deal stages
  • Automation triggers confirmed against the right pipeline signal

OUTCOME

Automation Ready

  • Reporting fields identified for pipeline-stage conversion tracking
  • Team aligned on next steps for automation and rollout

Quotific CPQ Setup · Plus

4 Meetings to Full Automation

For teams that want the complete build-out: setup validation, pipeline alignment, deep draft-order property work, and dashboards — so quoting, reporting, and automation all run on one connected system.

Meeting · CRM · 45–60 min

01

Overview, Definitions & Setup Validation
  • Concept Overview
  • App Connections
  • HubSpot Resource Mapping
  • Property Deep Dive
  • Deliverables & Follow-Up

Meeting · CRM · 60 min

02

Pipeline Stages & Stage Alignment
  • Mapping Stages
  • Automation Setup
  • Reporting Considerations
  • Deliverable & Follow-Up

Meeting · CRM · 60 min

03

Draft Order Properties, Recognition & Management
  • Property Deep Dive
  • HubSpot Views & Filters
  • Workflows Using Properties
  • Deliverable & Follow-Up

Meeting · CRM · 60 min

04

Optimization, Dashboards & Advanced Automation
  • Advanced Automations
  • Custom Reports & Dashboards
  • Strategic Alignment

OUTCOME

Process Fully Mapped

  • Full quote-to-order workflow documented end to end
  • Draft order properties recognized and mapped to HubSpot

OUTCOME

Automation Live

  • Advanced automations triggering on pipeline stage and draft-order events
  • Team trained on running and adjusting workflows

OUTCOME

Dashboards & Reporting Ready

  • Custom dashboards live for quote-to-order conversion and rep performance
  • Reporting cadence agreed with the team