Commerce Hub
Quotes, payments, and subscriptions, inside your CRM.
— From proposal to payment, without leaving HubSpot.
SOUND FAMILIAR?
Quote-to-cash shouldn't require five tools and three handoffs..
Three problems we fix on every Commerce Hub engagement, before they slow down your revenue cycle.
Quotes sent. Payments chased manually.
Proposals built in Word or Google Docs, emailed as PDFs, and followed up by hand. No visibility into whether the prospect opened it, no payment link attached, no automatic follow-up when it expires.
Sales closes the deal. Finance starts from scratch.
Deal closed in the CRM. Finance manually recreates the invoice in QuickBooks or Xero. Subscription set up separately in Stripe. Three systems. Three sources of truth. Revenue data never fully reconciled.
Nobody can see MRR, ARR, or churn in the CRM.
Subscription revenue lives in Stripe. Invoices live in the accounting system. The CRM shows pipeline, not revenue. Leadership needs to pull three exports to see actual business performance.
Not just payments.
Your entire revenue cycle in one place.
HubSpot Commerce Hub closes the gap between sales closing a deal and finance collecting the revenue. CPQ, payment links, subscriptions, invoices, and revenue reporting, all built into the same CRM where the deal was created. No separate billing tool, no manual handoff to finance, no revenue data living outside the system your whole team uses.
CPQ built into the deal record
Create quotes directly from a deal in HubSpot, product library pulls in line items with pricing, discount rules, and approval workflows applied automatically. Quotes sent as a branded, trackable link, no PDF attachment, no version confusion. Prospect signs electronically and pays in the same browser session.
Payments collected without leaving HubSpot
HubSpot Payments processes cards, ACH, and SEPA directly, or connect your existing Stripe account. Payment links attached to quotes, embedded in emails, or published on landing pages. Every payment recorded against the deal and contact record automatically. No manual reconciliation between your CRM and your payment processor.
Subscriptions and MRR tracked natively
Recurring subscriptions created and managed inside HubSpot. MRR, ARR, churn, and expansion revenue tracked as CRM properties, visible in deal records, contact timelines, and revenue dashboards. Finance and sales looking at the same subscription data. No Stripe dashboard export required to answer a basic ARR question.
CPQ & Quote Builder
Build branded quotes directly from the deal record. Product library, pricing rules, discount approval workflows, and e-signature built in.
HubSpot Payments
Accept cards, ACH, and SEPA natively, or connect Stripe. Payment links attached to quotes, emails, and landing pages.
Subscriptions & Renewals
Create and manage recurring subscriptions in HubSpot. MRR, ARR, and churn tracked as CRM properties and reported natively.
Invoicing & Billing
Invoices created from deals or subscriptions. Payment tracked against the invoice. Overdue alerts trigger CRM workflows automatically.
Revenue Reporting
MRR, ARR, new business, expansion, and churn tracked in HubSpot dashboards, from the same data sales and finance use daily.
— Key Features
Every tool your revenue cycle needs.
Every Commerce Hub feature runs on the same CRM database as sales, marketing, and service. Revenue data lives where the deal lives, no separate billing platform, no manual sync between systems.
CPQ, Configure, Price, Quote
Build a product library inside HubSpot with SKUs, pricing tiers, and bundle rules. Create quotes directly from a deal, line items pulled from the product library, discount rules applied automatically, approval workflows triggered for deals above a threshold. Branded quote sent as a trackable link. Sales rep notified the moment the prospect opens it.
E-Signature & Quote Acceptance
Quotes signed electronically inside HubSpot, no DocuSign integration required. Signature collected in the same browser session where the prospect reviewed the quote. Deal stage updated automatically on signature. Counter-signature from the sales rep triggered in a workflow. Signed document stored against the deal record permanently.
HubSpot Payments & Stripe Connect
Accept one-time and recurring payments natively through HubSpot Payments, cards, ACH bank transfer, and SEPA direct debit. Or connect an existing Stripe account to process payments through your current setup without migrating payment history. Every payment logged against the deal and contact record in real time. Failed payments trigger CRM workflows automatically.
Subscriptions & Renewal Management
Create recurring subscriptions directly from a deal, billing frequency, amount, start date, and product line items configured inside HubSpot. Renewal dates tracked as CRM properties. Renewal tasks created automatically 60, 30, and 7 days before expiry. MRR and ARR calculated and updated in real time as subscriptions are created, upgraded, downgraded, or churned.
Invoicing & Payment Tracking
Invoices created from deals or subscriptions in HubSpot, line items, payment terms, due dates, and tax rates configured per invoice. Sent directly from HubSpot with a pay-now link attached. Payment status tracked against the invoice, paid, overdue, partial. Overdue invoices trigger automated follow-up sequences and CSM alerts without manual monitoring.
Revenue & Subscription Reporting
MRR, ARR, new business revenue, expansion revenue, contraction, and churn tracked in native HubSpot dashboards, updated in real time as subscriptions change. Revenue split by product, team, and acquisition source. Pipeline-to-revenue conversion tracked from deal creation to first payment. No Stripe dashboard, no finance spreadsheet, no monthly reconciliation meeting required.
LIVE WORKFLOW, QUOTE TO CASH AUTOMATION
Trigger: Deal moved to Proposal stage
Quote automatically drafted from deal line items, product library, pricing, and discount rules applied
Quote sent as branded trackable link
Prospect opens quote, rep notified in real time · payment link embedded
E-signature collected in browser
Deal stage updated to Closed Won automatically on signature
Payment collected via HubSpot Payments
Card or ACH processed · receipt sent · deal marked paid
Subscription created from deal
MRR and ARR updated · renewal task created · CSM assigned
Revenue dashboard updated in real time
Finance and leadership see accurate MRR without a single export
QUOTE TO CASH
From deal won to payment collected
Automatically.
Commerce Hub automates every step between a deal being closed and the revenue landing in your bank account, quote creation, e-signature, payment collection, and invoice reconciliation.
Quotes built from the deal, not from scratch
Product library, pricing rules, and discount approval workflows mean every quote starts from accurate data. No manually typed line items, no pricing errors on the proposal, no version confusion between the sales rep and the prospect.
Signature and payment in the same session
Prospect reviews the quote, signs electronically, and pays, without switching tools, receiving a separate DocuSign email, or waiting for a manual invoice from finance. The fastest deals close in one browser session.
Subscription data lives in the CRM
MRR, ARR, renewal dates, and churn tracked as CRM properties, visible in contact and deal records, reportable in dashboards, and triggering automation when subscriptions change. Finance and sales looking at the same number.
Revenue reporting without reconciliation
Revenue dashboards built from actual payment and subscription data inside HubSpot, not from a monthly Stripe export matched against a finance spreadsheet. Leadership sees accurate MRR and ARR in real time.
Revenue Operations — May 2025
£52,400
Collected Today
Apex Retail
Annual Subscription
£14,200
PaidNovaTech
Renewal Risk
£8,500
At RiskMeridian Labs
Quarterly Renewal
£12,000
PaidGreenway Co
Expansion Opp
£4,800
Upsell104%
Net Retention
12d
Avg Cycle
2.4d
DSO
MRR tracked. Renewals automated. Churn caught early.
—
MRR and ARR as CRM properties
Every subscription creates and updates MRR and ARR properties on the associated company record in real time. Leadership dashboards show total ARR, new ARR, expansion ARR, contraction, and churn, calculated automatically from subscription data, not manually assembled from a Stripe export each month.
Renewal automation and early warning
Renewal dates tracked as CRM properties. Automated tasks created 60, 30, and 7 days before renewal for the assigned CSM. Contacts with declining engagement scores in the 90 days before renewal flagged automatically, so at-risk accounts are identified before the renewal conversation, not after the churn event.
Expansion and upsell triggers
Subscription upgrade events trigger workflows, CSM notified, deal created in the expansion pipeline, and attribution recorded. Product usage data from connected integrations writes to the contact record and triggers upsell sequences when usage thresholds are hit. Expansion revenue tracked separately from new business revenue in the dashboard.
Failed payment recovery
Failed payments trigger an automated dunning sequence, email to the contact with a pay-now link, CSM notification, and a task created if payment isn't recovered within 72 hours. Recovery rate tracked as a dashboard metric. Churn from payment failure separated from voluntary churn in revenue reporting.
Payments collected where the deal lives..
HubSpot Payments and Stripe Connect bring payment collection inside the CRM, so every transaction is recorded against the deal and contact record automatically, without a manual reconciliation step.
Payment Links
Generate a payment link from any deal or invoice in HubSpot. Attach to quotes, embed in follow-up emails, or publish on a landing page. Customer pays by card or ACH without creating an account. Payment recorded against the deal record the moment it clears. Receipt sent automatically. Zero manual logging.
Stripe Connect Integration
Connect your existing Stripe account to HubSpot Commerce Hub, all payment processing runs through your current Stripe setup, with every transaction logged back to HubSpot automatically. No payment history migration. No new processor to onboard. Your existing Stripe relationship preserved, with CRM visibility added on top.
Recurring Billing & Subscriptions
Create recurring billing schedules directly from a deal, monthly, quarterly, or annual. Billing amount, frequency, start date, and product line items configured per subscription. Failed payments trigger automated recovery workflows. Upcoming renewals tracked and surfaced to the CSM 60 days in advance.
Invoice Creation & Tracking
Generate invoices from deals or subscriptions with line items pulled from the product library. Payment terms, due dates, and tax rates configured per invoice. Pay-now link embedded in the invoice email. Payment status tracked in real time, paid, partial, overdue. Overdue invoices trigger follow-up sequences without manual monitoring.
Checkout Pages
Embeddable checkout pages for self-serve purchasing, products pulled from HubSpot's product library, pricing applied, payment collected via HubSpot Payments or Stripe. Contact created or updated in HubSpot on purchase. Deal created automatically. Revenue recorded against the correct pipeline from first transaction.
Multi-Currency & Tax Support
Accept payments in multiple currencies with exchange rates managed inside HubSpot. Tax rates configured per product and per region. Revenue reporting normalised to your base currency for board dashboards. Compliant with VAT, GST, and sales tax requirements across major markets.
REVENUE REPORTING
Every revenue metric.
One dashboard.
Commerce Hub revenue reporting connects payment data, subscription data, and deal data into dashboards assembled automatically, from the same CRM every team uses daily.
MRR & ARR Dashboard
Monthly and annual recurring revenue tracked in real time, updated automatically as subscriptions are created, upgraded, downgraded, or churned. New MRR, expansion MRR, contraction MRR, and churned MRR broken out separately. ARR trend tracked over 12 months. Leadership sees accurate recurring revenue without a monthly finance export.
Churn & Retention Reporting
Churn rate tracked by cohort, acquisition source, product, and company size. Voluntary churn separated from payment failure churn. Net revenue retention calculated and trended over time. At-risk accounts identified by engagement score decline in the 90 days before renewal. Retention goal tracking per CSM team.
Quote-to-Cash Conversion
Quote sent to quote accepted, quote accepted to payment collected, and payment collected to subscription created, conversion rates at each step tracked over time. Average time from quote sent to payment received. Bottlenecks in the billing process identified before they compound into delayed revenue collection.
Revenue by Source & Product
Closed revenue split by acquisition channel, campaign, product line, and team. New business vs expansion vs renewal revenue tracked separately. Product mix evolution tracked quarterly. Attribution connects every pound of revenue to the marketing or sales activity that generated it, from first touch to subscription created.
Invoice & Payment Analytics
Invoice volume, average invoice value, payment terms compliance, and days-to-payment tracked per customer and per team. Overdue invoice aging report showing total outstanding by account. Payment method mix, card vs ACH vs bank transfer, tracked for optimisation. Dunning sequence effectiveness measured against recovery rate.
Pipeline-to-Revenue Tracking
Deal pipeline tracked through to payment collected, so the connection between sales activity and actual revenue in the bank is visible in one report. Win rate by deal source, average deal size by product, and time from deal created to first payment. Forecast accuracy measured against actual revenue collected, not just deals closed.
WHAT WE DELIVER
Three engagement shapes. Every Commerce Hub service.
We scope the right engagement based on where you are, building a quote-to-cash process from scratch, fixing a broken billing workflow, or running and evolving an existing revenue operations setup.
Net-new Commerce Hub implementation
Greenfield quote-to-cash setup scoped from your revenue model. Product library build, CPQ configuration, payment processor connection, subscription setup, invoicing workflow, and revenue reporting dashboards. Delivered in structured phases with a formal sign-off gate at each milestone.
Product library & pricing setup
Every product and service modelled in HubSpot's product library, SKUs, pricing tiers, bundle rules, and discount schedules. Approval workflows configured for deals above discount thresholds. Product library connected to quotes so line items are always accurate, no manually typed pricing on proposals.
CPQ & quote workflow
Quote templates built to brand with your logo, colour scheme, and terms. e-signature configured. Quote approval workflows set up for relevant deal sizes. Quote tracking configured so reps are notified when prospects open, view, or sign. Deal stage automation wired to quote acceptance.
Payment processor setup
HubSpot Payments configured or existing Stripe account connected via Stripe Connect. Payment links built and tested. Checkout pages set up for self-serve purchasing where applicable. Multi-currency and tax rates configured. Every payment recording against the correct deal and contact record automatically.
Subscription & renewal automation
Subscription creation workflow built from deal close. MRR and ARR properties configured on company records. Renewal task sequences set up at 60, 30, and 7 days. At-risk renewal identification workflow configured. Expansion trigger workflows built for usage-based upsell signals.
Revenue reporting & dashboard build
MRR, ARR, churn, expansion, and new business dashboards built and scheduled. Quote-to-cash funnel reporting configured. Revenue by source, product, and team tracked from day one. Finance and leadership dashboards scheduled to email inboxes before every Monday morning review.
WHY UNTANGLE IT
Revenue operations expertise. Not just payment setup.
We don't just configure Commerce Hub, we design the quote-to-cash infrastructure behind it. CPQ accuracy, payment collection without friction, subscription revenue tracked in the CRM, and reporting that gives finance and leadership one source of truth.
Quote-to-cash designed for your sales motion
We build the CPQ, approval workflow, and payment collection process around how your team actually sells, not HubSpot's default configuration.
Subscription revenue in the CRM from day one
MRR, ARR, and churn tracked as CRM properties from the first subscription created, so finance and leadership never need to pull a Stripe export to answer a revenue question.
Renewal automation that prevents churn
At-risk renewal identification, automated CSM tasks, and engagement-based early warning signals configured so churn is caught before the renewal conversation, not after.
Revenue reporting without reconciliation
One source of truth for MRR, ARR, and pipeline, connected to payment data, deal data, and marketing attribution in a single dashboard.
4.9
Average client satisfaction score
Across all Commerce Hub implementations
2x
Average quote-to-close speed improvement
After CPQ and e-signature configuration
0
Manual invoice reconciliation steps
After payment and subscription automation is live
30d
Post-launch support included
Every implementation. No extra charge.
INTEGRATIONS
Connects to every tool in your revenue stack.
HubSpot Commerce Hub integrates natively with your payment processor, accounting system, and billing platform, no middleware, no manual reconciliation.
Stripe
Payment processing
QuickBooks
Accounting sync
Xero
Invoice sync
NetSuite
ERP billing
Salesforce
CRM sync
DocuSign
e-signature
Slack
Payment alerts
Jira
Deal escalations
Chargebee
Subscription mgmt
Zuora
Revenue billing
PandaDoc
Proposal builder
Custom API
Any system
HubSpot App Marketplace has 1,500+ native integrations. We scope the right ones for your stack, not every available option.
IMPLEMENTATION PROCESS
Five phases.
Zero revenue leakage.
Every Commerce Hub implementation follows the same structured delivery, with a formal sign-off gate at each phase and a payment flow validation before go-live.
Discovery
Revenue model review, current quote-to-cash process audit, payment processor assessment, billing system mapping, and tier selection
Architecture
Product library design, CPQ logic, subscription model, payment flow mapping, invoice workflow, and revenue reporting framework
Configuration
Quote templates, payment processor connection, subscription automation, invoicing workflow, and revenue dashboards built and tested
Validation
End-to-end quote-to-cash flow tested with real transactions. Payment recording validated. Subscription MRR verified against source data
Enablement
Role-based training for sales, finance, and ops. Go-live support and 30-day post-launch check-in included
COMMERCE HUB TIERS
Free to Enterprise, which fits your revenue model?
We scope the right tier based on your transaction volume, subscription complexity, and reporting requirements, not what's easiest to sell.
Free
£0, forever
Basic payment links and quotes for small teams. HubSpot transaction fees apply. No subscription management or advanced reporting.
- Payment links
- Basic quotes
- Product library (basic)
- HubSpot Payments
- Basic deal reporting
Starter
From £15/seat/mo
Expanded quotes, e-signature, and simple subscription tracking. Right for small teams with a straightforward billing process.
- Branded quotes
- e-signature
- Basic subscriptions
- Stripe Connect
- Invoice creation
Professional
From £90/seat/mo
Full CPQ, subscription management, renewal automation, revenue reporting, and Breeze AI quote drafting. The tier most scaling B2B revenue teams need.
- Full CPQ with approval workflows
- Subscription management
- MRR & ARR reporting
- Renewal automation
- Multi-currency support
- Breeze AI quote drafting
- Revenue dashboards
Enterprise
From £150/seat/mo
Advanced revenue reporting, custom objects for complex billing models, sandbox, and multi-team support for large or multi-brand organisations.
- Everything in Professional
- Custom objects for billing
- Advanced revenue reporting
- Sandbox environment
- Advanced permissions & SSO
- Multi-team support
- Dedicated support
WHO IT'S BUILT FOR
One platform.
Every revenue role covered.
Commerce Hub serves every person involved in the quote-to-cash cycle, from the AE creating a proposal to the CFO reviewing MRR.
Account Executive
Quotes built from the deal in seconds, product library, pricing rules, and discount approvals applied automatically. Sent as a branded trackable link. Notified the moment the prospect opens it. e-signature collected in the same session. Deal stage updated automatically. AEs spend time closing, not building PDFs and chasing signatures manually.
Finance Team
Invoices created from deals without manual recreation in QuickBooks. Payment status tracked in real time. Overdue invoices trigger automated follow-up without finance intervention. MRR and ARR visible in HubSpot dashboards without monthly Stripe exports. Reconciliation between sales and finance reduced from a weekly meeting to a real-time shared view.
Customer Success Manager
Renewal dates tracked and surfaced 60 days in advance. At-risk accounts identified by engagement score decline before the renewal conversation. Expansion signals trigger upsell tasks automatically. Every subscription, payment, and invoice visible on the contact and company record, full context before every renewal call, without opening three separate systems.
Revenue Operations
Product library maintained as the single source of pricing truth, so every quote is accurate without sales ops reviewing every proposal. Subscription data flows from HubSpot to the accounting system without manual reconciliation. Revenue reporting built once and maintained automatically as the product catalogue and pricing evolve.
Sales Manager
Quote velocity tracked per rep, time from deal stage to quote sent, quote sent to signed, signed to payment collected. Deals stalling in the quote stage identified before they go cold. Discount approval workflows ensure margin compliance without manual review of every proposal. Revenue forecast includes subscription renewal pipeline alongside new business.
CFO & VP Finance
MRR, ARR, new business, expansion, contraction, and churn tracked in real time from a single HubSpot dashboard, not assembled from three systems every month-end. Revenue by product, team, and acquisition source visible without a BI tool. Pipeline coverage ratio updated in real time. Board reporting assembled automatically, not built the night before from CSV exports.
— FAQ
Frequently asked questions
Straight answers to what most teams ask before getting started.