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CPQ in Introw lets partners build quotes from your real CRM product catalog, with pricing and discounts you control. Quotes and line items are native HubSpot objects, so everything reconciles back to your CRM automatically.

What this area does

Your product catalog syncs from your CRM into Introw, where you decide which partners and deals each product is available for and how it is priced. On a deal, partners can add line items and build quotes directly, choosing from products they are allowed to sell at the price your discount rules dictate. You control whether partners can publish a quote themselves or whether it needs approval, and you can require e-signatures and collect payment. Quotes and line items are native HubSpot objects associated to the deal, so there is nothing to reconcile. Pricing is governed by partner-based, tier-based, or custom pricing rules you set per product, keeping margin protected while still letting partners move fast.

Why it matters

  • CRM-native - Products, quotes, and line items live in HubSpot and stay two-way synced, so a partner-built quote is a real CRM record the deal team already sees, not a document that has to be re-entered.
  • Time to value - Partners build compliant quotes from your existing CRM catalog right away, so there is no separate pricing engine to stand up before the channel can sell.
  • Low total cost of ownership - Partner ops governs catalog visibility, tier and segment discounts, and approval rules with no engineering, and adjusts pricing the day a promotion changes.

How it fits together

Governed products become partner-built quotes that land as CRM objects:

Capabilities

Product Catalog

Govern which products partners can sell and on which deals.

Quotes & Line Items

Let partners build quotes and add line items on deals.

Pricing & Discounts

Set partner, tier, and custom pricing rules.

Who works in this area

Partner Operations

Governs catalog visibility and pricing.

RevOps

Keeps quotes and products reconciled to the CRM.

Deal Desk

Reviews and approves partner quotes.

All guides

Let trusted partners set their own price

Enable custom pricing on a product so partners can set the unit price when they add it to a quote.

Apply each partner's negotiated discount from your CRM

Price a product from a numeric CRM property on the partner so negotiated discounts flow into every quote.

Reward partner tiers with automatic discounts

Set a discount percentage per partner tier so partners are priced by the tier they earned.

Bulk edit product configuration

Apply the same visibility and discount rule across many products at once.

Govern which products a partner can quote

Scope a product to the right partners and the right deals using segments and deal filters.

Let partners build and send quotes on a deal

Enable partner quoting end to end: line items and quotes, who can create them, templates, e-signatures, payment, expiration, and approval.