Client: HVAC Equipment Distributor

Services: HubSpot CPQ, Operations Hub Custom Code, Product Library Architecture

Duration: 6 weeks

Challenge

The company's quoting process was slow and inconsistent, requiring manual calculations for margins, freight, and territory-based pricing. Sales reps spent hours generating quotes, limiting productivity and slowing revenue velocity.

Solution

PENSEE developed a fully customized CPQ system inside HubSpot:

• Smart product library structure with conditional logic
• Automated pricing calculations via Operations Hub custom code
• Dynamic quote templates branded by product line
• Discount approval workflows for pricing governance

Impact

• 70% reduction in quoting time
• 22% lift in close rate
• Standardized pricing and margin control
• Faster revenue cycles and improved customer experience