Built for speed
Our CRM-embedded quote builder allows reps to blaze through complex deal structures. Finrite supports fully custom templates, conditional T&Cs and displaying CRM fields.
Handle the entire revenue lifecycle
Define and collect custom fields needed for billing or onboarding information. Issue renewal or upsell quotes that amend billing information.
Track signatures, send reminders.
Our dashboard gives you a birds-eye view of quotes that are out for signature. Configure custom reminders and automate downstream CRM actions when quotes are signed.
Frequently asked questions
Does Stripe Billing have a built-in CPQ?
No. Stripe Billing handles subscriptions, invoicing and payments, but it doesn't include a native CPQ — there's no built-in way to configure quotes from CRM deal data, manage approvals, or turn a signed quote into billing. Finrite adds exactly that layer: a CRM-embedded quote builder that flows signed quotes straight into Stripe Billing.
Can a CPQ handle existing customers upgrading tiers or seats?
Yes — this is a core Finrite use case that document tools handle poorly. Finrite issues renewal and upsell quotes that amend existing billing, so a customer moving from 10 to 20 seats or up a tier gets a quote that updates their Stripe subscription rather than creating a disconnected document.
Can I keep DocuSign or PandaDoc for signatures?
Yes. Finrite has pre-built integrations with common tools including DocuSign — you can keep your signature workflow and use Finrite to automate everything after signing: billing creation, CRM updates and reminders.
Do quotes sync back to my HubSpot deals?
Yes. Quotes are built from HubSpot deal data inside the CRM, and outcomes — signature status, billing objects created, linked records — sync back to the deal, so HubSpot stays your source of truth.