CPQ · FIRST-CLASS HUBSPOT INTEGRATION AI-NATIVE

Sell it your way. Run it as a system.

Colma is AI-native CPQ: powerful enough to express whatever you sell, flexible enough to match how your org runs, and auditable down to the last override.

01

Built for both sides of the deal desk

Headcount bands, ramps, market variants, add-on prerequisites — your pricing is complex for good reasons, and Colma can express all of it. The engine does the heavy lifting and the AI makes complex quotes fast to create — reps quote correctly without memorizing the rules, and RevOps changes the rules without filing a ticket.

For reps

  • Describe the deal; the AI quote builder drafts your options
  • Multi-year quotes in minutes — deal data prefilled from HubSpot
  • Ramps, options, credits, banded pricing — the math is exact
  • See the whole approval chain before submitting — and what shrinks it
  • Toggles, not tickets: terms, options, and currency per quote

For RevOps and sales leaders

  • Policies as flexible as how you sell — matrix, guardrails, routing, delegation
  • Open, read, and edit every rule yourself — no ticket, no consultant
  • Quarter-end force-approve: one click, on the record
  • Legal edits terms without restarting approval
  • The CRM reflects reality — line items, discounts, terms written back

HubSpot Sales Hub as a first-class integration

Many CPQ systems work only with Salesforce and don't serve HubSpot customers well. We're building for every CRM, but we know HubSpot inside and out — accurate line items, terms, discounts, and stale-quote cleanup, written back automatically.

02

Capabilities list

The demo covers what a page can't. Until then, the list: everything below is in the product today, and all of it is configured to your business — not custom code, not a consultant's build-out.

IDX 01 · PRICING & QUOTING
  • Multi-year authoring, ramps & slices
  • Multiple options per deal
  • AI-drafted quote composition
  • Formula pricing — headcount bands, tiers, usage
  • Day-based proration & one-time credits
  • Effective-dated price books
  • Multi-currency documents
IDX 02 · APPROVALS & POLICY
  • Multi-dimensional approval matrix
  • Walk-up-chain routing — Rep → FLM → SLM → VP
  • Parallel commercial & legal lanes
  • Pre-submission chain preview, with reasons
  • Structured justifications
  • Auto-approval rules
  • Delegation & vacation coverage
  • Legal edits without re-approval
IDX 03 · GUARDRAILS & AUDIT
  • Real-time sellability guardrails
  • Block reasons a rep can read
  • Audited force-approve overrides
  • Append-only audit log
  • Immutable quote versions
  • Re-approval continuity diffs
IDX 04 · DOCUMENTS & TERMS
  • Standard + custom term library
  • Custom terms routed to Legal
  • Flexible document authoring
  • Standalone SOWs
  • MSA & DPA storage and attachment
  • DocuSign & Dropbox Sign
  • Content-addressed document versions
IDX 05 · CRM & CHANNELS
  • HubSpot two-way sync
  • Line-item & discount writeback
  • Losing-quote cleanup on close
  • One-click Slack approvals
  • External quote-read API
IDX 06 · LIFECYCLE & OPERATIONS
  • Complete deal history for amendments & renewals
  • Renewal-specific approval policies
  • Reporting & dashboards
  • Simple rep-facing toggles
  • Admin policy workspace
03

How we work with you

We onboard a small number of teams each quarter, and we do the implementation ourselves — no systems integrator, no ticket queue. You work directly with the people who built the system, from the first conversation to go-live.

FIG. 2 — THE FIRST NINETY DAYS
01
Before the first call
We model your catalog and pricing in Colma, so the demo runs on your quotes, not ours.
02
During the pilot
Your team gets a sandbox: run demo deals, test your approval rules, and try the HubSpot integration end to end.
03
At go-live
Team onboarded, policies tuned, and a direct line to us that stays open. Weeks, not quarters.

See it on your pricing.

WE COME TO THE FIRST CALL WITH YOUR PRICING MODEL ALREADY LIVE.
Demo with your pricing model
COLMA · SAN FRANCISCO REV 2026-07 SECURITY · MANIFESTO · ACCESS ON THE RECORD