About the Vendor
HubSpot developed native CPQ capabilities through its Commerce Hub product, which provides Configure, Price, Quote functionality integrated within the HubSpot platform. Commerce Hub enables automated quoting, dynamic quote templates with features like conditional discount columns, API integrations for billing data, and streamlined quote-to-cash workflows.
About the Brand
WorkLeap is a Montreal-based HR technology company whose platform helps organizations turn employee voice into meaningful action through engagement surveys, performance management, and compensation tools. With nearly 400 employees and a platform trusted by over 70,000 leaders worldwide, WorkLeap serves bilingual markets (English and French) with complex subscription pricing models.
Challenge
WorkLeap's manual quoting process created friction at the critical decision point for customers. The system maintained 12+ quote templates (variations in English and French, with and without discounts, plus custom proration scenarios) and couldn't handle proration or co-terming calculations. Quotes displayed full annual amounts even when customers were charged only for partial terms, causing confusion. Sales reps had to exit HubSpot to use a separate tool with limited functionality that didn't reliably sync back to the CRM. Sales managers lacked visibility into quote changes and spent half a day weekly on manual data extraction, compilation, and sentiment analysis instead of coaching and selling.
Solution
WorkLeap implemented HubSpot's Commerce Hub, a native CPQ solution integrated within the HubSpot platform. Using Commerce Hub's quote template builder, the team consolidated 12+ templates into just 2 (English and French). Dynamic features eliminated duplicate variations. The team customized templates with proper legal language, added custom sections, and built API integrations to pull billing contacts, PO numbers, and tax IDs. The system automatically handles proration and co-terming calculations, itemizing precise totals. Reps can customize addresses, add billing contacts, and choose between e-signature and print-and-sign options. Accurate billing information captured at the quote stage flows automatically through invoicing, subscription activation, and renewals.
Execution
WorkLeap began using Commerce Hub in mid-2025. The team copied previous templates into HubSpot's builder, preserving fonts, colors, and layout, then consolidated and customized from there. They worked with legal to ensure proper language in both English and French versions. API integrations were built to pull billing contacts, PO numbers, and tax IDs. The implementation was straightforward, with reps able to customize quotes minimally while maintaining accuracy. The team is rolling out Commerce Hub to account managers and customer success managers, testing bundles and renewal workflows, and building approval routing for complex discount scenarios.
Results
Since implementing Commerce Hub, quotes that once required verbal explanation and manual creation now happen in minutes with accurate pricing, terms, and details integrated automatically. Sales managers have reclaimed half a day each week previously lost to manual data extraction and compilation, now spent coaching reps and refining forecasts. For WorkLeap's customers (HR leaders), quotes arrive with accurate pricing that makes sense at first glance, eliminating back-and-forth confusion. HR teams can move at the speed their people need, with no delays in procurement. The friction between WorkLeap and its customers is eliminated, building trust before the contract is signed. WorkLeap is also rolling out Commerce Hub to account managers and customer success managers, testing bundles and renewal workflows, and pursuing AI-first ambitions with Breeze agents to automate routine tasks and analyze close-loss patterns.