When it comes to creating sales quotes, sales teams will often prefer to create their models in a flexible and easily maintainable platform, rather than building their systems using traditional coding. This is due to the nature of sales: it can require complicated calculations and logical operations but cannot be so rigid as to disallow the salespeople from closing the deal. It must be agile and modifiable, so that new products can be added swiftly, without requiring weeks or months of change requests. These facets of sales operations make pricing spreadsheets an excellent candidate, since they can host complex logical systems while still being sufficiently mutable to accommodate quick modifications and enhancement
SpreadsheetWeb offers businesses the ability to turn their pricing spreadsheets into full-blown web applications, including total support for the spreadsheet’s calculations and a variety of extensible features, such as customizable user interface design, database integration, and forms generation. Unlike using a client application (e.g., distributing the file-based spreadsheets), these apps can be provided to end users while concealing the entire calculation algorithm
HubSpot is a Marketing and Sales software platform that helps companies attract the attention of visitors, convert potential customers, and close deals. The application is designed as a single-center platform that may help conduct Inbound Marketing from start to finish – allowing businesses to replace all other sales tools in their current repository with a centralized marketing hub. HubSpot provides an online service where businesses can manage their digital marketing and sales processes from a single source with practically every tool at their disposal. So, you have a complex pricing spreadsheet that you have converted into a web application using SpreadsheetWeb, and you utilize HubSpot for your marketing needs – now, how do you embed these pricing apps into HubSpot?
First in HubSpot, go to the apps marketplace and install the SpreadsheetWeb Apps extension.
Next, go to "Deals" and add custom fields that correspond with the inputs and outputs from the rater or pricing sheet. These will come in handy when we are performing the bindings between the two systems.
Now, let’s go back and add the application. The system will ask for the application link and its unique identifier, which you can find in your SpreadsheetWeb account. If there are matching names, the "Auto Populate" feature can be used to automatically detect the fields on HubSpot and match them to any corresponding fields in the SpreadsheetWeb application. Alternatively, if you use different names across the platforms, then you can map them manually during this step.
Now that the application has been added successfully, you can run it. When you click on the "Run" button, the inputs from the deal will be automatically populated into a clean version of the SpreadsheetWeb application. Additionally, all calculations will be executed. Clicking on the save button will also push the data back to the HubSpot deal.
If you run the application for a particular deal again, you can also change the previously stored inputs. Additionally, if you make modifications within the HubSpot deal and run the application again, those changes will be visible and the up-to-date calculations can be seen. Of course, hitting the save button will push those changes back into the deal details again.
Another important facet of SpreadsheetWeb is the ability to create fully customizable PDF documents. These may include inputs and calculation results with advanced features like formatting, headers/footers, page numbering, conditional page generation, and even recursive documents. In the end, you will have a professional proposal that can be printed, emailed or shared with your customer.
In conclusion, with a SpreadsheetWeb integration, pricing spreadsheets created in Excel can be transformed into web applications, embedded into HubSpot and used in your company’s workflow to calculate and generate quoting proposals.