Asys's Dealhub Implementation: From Excel Quoting to CPQ Guided Selling
Asys is a French HR software company. The company builds time tracking, scheduling, and HR process automation software, serving around 1,500 organisations including hospitals and public authorities such as Lyon Airport. Asys runs two SaaS products: Chronos for large enterprises and Sources for small and medium businesses. This project covered Chronos.
- Industry: HR Software
- Company Size: Medium (51-200 employees)
- Services: DealHub CPQ Implementation, HubSpot–DealHub Integration, Guided-Selling Playbook Design, Approval Workflow Configuration
The Challenge
Asys redesigned the Chronos pricing model. The existing quoting process did not scale with the new model.
Sales reps built every Chronos quote from a set of Excel files.
The redesigned pricing carried real complexity: different offers for different client types, each with its own pricing logic, prices that shift with the number of options a client selects, and multi-offer quotes on a single deal. On top of the software licences, Asys quotes consultant implementation time, with projects running from three months to more than a year. Estimating that time meant assigning tasks and days to consultants by hand.
A spreadsheet-based system made new reps face a long ramp before they could produce a correct quote.
Pricing knowledge stays locked in the files and the few people who maintain them. As the model grew more detailed, the gap between the model's requirements and the spreadsheet's limits kept widening.
Asys had already chosen HubSpot as its sales platform. The next step was a quoting engine that matched the redesigned pricing and lived inside HubSpot, so reps quote without leaving the deal.
Decision Bridge
Asys's requirements: option-based pricing math, consultant-time estimation, role-based approval routing, and a client-facing quote experience beyond a PDF.
DealHub matched those requirements. Its rule engine handles the pricing complexity Asys needed, and its native HubSpot integration kept the sales team inside the environment they already used.
Elixir led the implementation, designing the pricing logic and approval structure with Asys and building the integration into their HubSpot instance. The scope stayed on Chronos rather than both products, which kept the first build tight and testable.
The Solution
1. Guided-selling playbook
Elixir replaced the Excel quote with a DealHub playbook. The playbook guides a rep through the sale as a series of question groups. Questions respond to earlier answers, so the interface shows only the options relevant to the configuration in progress. Fields pre-populate from HubSpot, pulling company name, business unit, and employee count from the deal record so reps avoid re-entering data. A new rep follows the guided flow instead of learning the full pricing logic before writing a first quote.
2. Pricing rules, consultant-time estimation, and approvals
Chronos pricing shifts with the number of options a client selects. Elixir configured DealHub's rule engine to read the selected options and apply the correct price automatically, removing the manual calculation the Excel files required. For services, Elixir built an estimation workflow inside the playbook. A solution engineer assigns tasks and days, DealHub multiplies the billable days by the daily rate, and the output becomes a service line item on the quote. The estimate routes to the engineer's manager and the delivery manager for approval before sales sets the final figure. Discount thresholds and non-standard contract terms trigger role-based approval routing, with approvers notified by email and a dashboard showing how long each quote has waited.
3. Native HubSpot integration and the client-facing DealRoom
The integration runs both directions. A rep opens a HubSpot deal, clicks through to DealHub, builds the quote, and submits it. DealHub writes the line items back to the deal and attaches the quote document. Estimated and billed time map into HubSpot as well, so Asys reports on the gap between estimated and actual consultant days. For presentation, DealHub generates a branded DealRoom, a client-facing web page carrying the quote, terms and conditions, shared documents, and electronic signature, replacing scattered email threads with one page per deal.
The Result
The solution went live in January 2026. Asys now produces Chronos quotes through the guided playbook inside HubSpot, with pricing, approvals, and consultant-time estimation handled in one flow.
Key Takeaway
Asys, a French HR software company serving around 1,500 organisations, redesigned the pricing for its enterprise product Chronos and outgrew a quoting process built on Excel.
Elixir implemented DealHub as the CPQ layer inside the sales team's existing HubSpot instance, building a guided-selling playbook, option-based pricing rules, a consultant-time estimation workflow, and role-based approval routing, with quotes and documents syncing back to the HubSpot deal.
The result is a single guided quoting flow that replaces manual spreadsheet work and holds the pricing logic in the tool rather than in individual reps' heads. The solution went live in January 2026.
FAQ
When should a company choose DealHub over HubSpot's native CPQ?
HubSpot's native CPQ covers standard quoting well. The case for a dedicated CPQ like DealHub appears when the pricing model carries real complexity: prices that change with configuration, layered discount and approval rules, service estimation alongside product licences, or a client-facing quote experience beyond a PDF. For Asys, the redesigned Chronos pricing needed option-based price calculation, a consultant-time estimation workflow, and role-based approval routing. Those requirements sat past the native tool's limits. A useful test: if reps rebuild pricing logic by hand for each quote, or the model lives in spreadsheets only a few people maintain, a dedicated CPQ earns its place. If quoting is a short repeatable step with flat pricing, native CPQ is enough.
How do you quote consultant implementation time inside a CPQ?
Many software vendors sell licences plus an implementation project, and the services figure often gets estimated outside the quoting tool. For Asys, Elixir built the estimation into the DealHub playbook. A solution engineer assigns tasks and days, the tool multiplies billable days by the daily rate, and the output becomes a service line item on the same quote as the licences. The estimate routes to the engineer's manager and the delivery manager for approval before sales sets the final number. Mapping estimated and billed days back to HubSpot then lets the client report on the gap between what was estimated and what was delivered. Building estimation into the quote keeps services and licences in one document and one approval flow.
How do you build a CPQ for pricing based on the number of options a client selects?
Pricing that scales with configuration is a rule-engine problem, not a spreadsheet problem. In the Asys build, the price of a product shifts according to how many options the client selects. Elixir configured DealHub to read the option count from the playbook and apply the matching price rule automatically. The rules evaluate in order, top to bottom, and the first matching rule applies, so rule sequence matters during setup. The payoff: the rep answers questions and the correct price appears, with no manual calculation. The heavy work happens once, during configuration, when the pricing logic gets translated from the client's experts into rules and validated with them.
How does a DealHub and HubSpot integration work for a team already on HubSpot?
The integration is native and runs both directions, so the sales team stays in HubSpot. A rep opens a deal, clicks through to DealHub, and builds the quote in the guided playbook. Fields pre-populate from HubSpot deal and company records, so data entered once does not get re-entered. On submission, DealHub writes the quote line items back to the deal and attaches the quote document, and client activity in the DealRoom shows on the HubSpot timeline. Setup of the native connection is straightforward. The engineering effort goes into the pricing rules, the playbook logic, and the approval structure, not the connection itself.
Start your own CPQ story
Asys replaced an Excel-based quoting process with a guided CPQ built into HubSpot, covering option-based pricing, consultant-time estimation, and approval routing in one flow.
If your sales team rebuilds pricing in spreadsheets for every quote, waits on manual approvals, or loses pricing knowledge when a rep leaves, a CPQ built around your rules closes that gap.
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