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NexusTek
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Statement of Work · Revenue Hub CPQ

A repeatable quote-to-payment process in HubSpot for NexusTek.

HubSpot handles quote creation, approvals, e-sign, and closing. Accepted-quote data is handed off to ConnectWise for billing. The contracts object provides reporting and renewal visibility — not billing.

Total hours
74
Total base cost
$13,690
Hourly rate
$185
Review scope Jump to summary
01 · Engagement Overview

The architecture, in one paragraph.

HubSpot handles quote creation, approvals, and closing. Billing is not set up in HubSpot. Once a quote is accepted, NexusTek pushes the data to ConnectWise via API, where billing is run. HubSpot's contracts object is configured for reporting and renewal visibility — it does not replace ConnectWise billing. The product catalog stays synced with ConnectWise.

02 · Project Objectives

What we'll achieve

  • Stand up a repeatable quote-to-payment process in HubSpot.
  • Configure up to two AI-assisted, NexusTek-branded quote templates.
  • Implement quote automation, approvals with audit trail, and e-signature.
  • Enable payment collection via payment links and one processor.
  • Configure the product library, tax rates, and automated sales tax.
  • Configure the contracts object for reporting and renewal tracking.
  • Deliver one dashboard covering revenue and quote activity.
  • Enable the sales ops team to own and maintain the process post go-live.
03 · Scope of Services

Five workstreams. Clear caps. No surprises.

All quantities are capped to protect scope. Volumes beyond the stated caps require a change order.

3.1

Project Management

8h
$1,480

Coordination, planning, and communication across the engagement.

  • Internal team preparation and resourcing
  • Project plan build and milestone tracking
  • Weekly status communication and a single point of contact
3.2

Strategic Workshops

4h
$740

High-level alignment on process and reporting before configuration.

  • Workshop #1: Quote-to-cash process map incl. ConnectWise handoff
  • Workshop #2: Reporting requirements definition
3.3

Tactical Workshops

4h
$740

Working sessions to align on and validate the configuration.

  • Discovery Call #1: Overview of configurations
  • Discovery Call #2: Review of configurations
3.4

Portal Configurations

52h
$9,620

Full build of the Revenue Hub CPQ environment, capped to protect scope.

  • Payments, quote templates, approvals, e-sign, Breeze closing agent
  • Up to 25 products, tax rates, automated sales tax (processor-native)
  • Optional contracts object for reporting & renewal tracking
  • One dashboard: revenue and quote activity
3.5

Training Sessions

6h
$1,110

Enablement for the team owning the process.

  • Two (2) hands-on training sessions (2 hrs each)
  • One (1) Q&A session (2 hrs)
3.4 · Inside Portal Configurations

52 hours, broken down.

4h

Payments

  • Configure payment links
  • Connect Stripe or enable HubSpot payments (one processor)
20h

Quotes, Approvals, Automation & Closing

  • Up to 2 AI-assisted quote templates (OOTB modules)
  • Quote workflows + 1 approval flow (up to 2 approver conditions)
  • Native HubSpot e-signature (pending legal confirmation)
  • Breeze closing agent
  • Up to 3 calculated properties
  • Custom quote domain
8h

Products, Tax & Pricing

  • Create or import up to 25 products
  • Create tax rates
  • Automated sales tax (processor-native, not Avalara)
12h

Contracts Object (Optional)

  • Enable & configure the contracts object
  • Map accepted quotes & line items to contract records
  • Properties: start, end, renewal date, value, owner, status
  • Saved views & reminders for upcoming renewals
  • Document amendment approach (billing changes happen in ConnectWise)
8h

Reporting & Dashboards

  • One dashboard: revenue reporting + quote activity tracking

Boundary note (ConnectWise): NexusTek intends to push accepted-quote data to ConnectWise via API for billing and to keep the product catalog synced with ConnectWise. The build of that API push and catalog sync is not included in this SOW.

04 · Deliverables

What lands in your portal.

01Quote-to-payment process map (incl. ConnectWise handoff)
02Documented reporting requirements
03Up to 2 AI-assisted quote templates
04Quote workflows + 1 approval flow with audit trail
05HubSpot native e-signature setup
06Breeze closing agent configured
07Up to 3 calculated properties
08Custom quote domain
09Payment links + 1 connected processor
10Product library (up to 25 products)
11Tax rates + automated sales tax
12Contracts object for reporting & renewals
13One dashboard: revenue & quote activity
14Three enablement sessions
15Project plan & weekly status updates
05 · Client Responsibilities

What NexusTek owns

  • Name one decision owner and one project contact
  • Confirm HubSpot subscription tier and feature entitlements before kickoff
  • Decide payment processor and complete underwriting/account setup
  • Provide product data, pricing, branding assets, and standard quote terms
  • Own all tax registration and nexus determination
  • Obtain internal legal confirmation that HubSpot e-sign meets requirements
  • Define approval conditions and approver roles
  • Own the ConnectWise side (API push, catalog sync, billing operations)
  • Attend all workshops, reviews, and training with the right people
  • Review and approve configurations at Discovery Call #2
06 · Assumptions

What we're assuming

  • NexusTek's HubSpot subscription supports approvals, calculated properties, custom quote domain, contracts object, and Breeze (TBC)
  • One payment processor is used
  • Billing runs in ConnectWise; HubSpot is not configured for billing
  • ConnectWise API push & catalog sync are client-owned, not built under this SOW
  • Contracts object is for reporting & renewals only — subscriptions excluded
  • Sales ops is the primary quoting team; permission lockdown limited to defined roles
  • All work uses native HubSpot tools within the stated caps
  • Engagement runs within the agreed timeline with timely NexusTek decisions
07 · Out of Scope

Excluded — separate scope & change order required.

×Build of the ConnectWise integration (API push & catalog sync)
×All other integrations, middleware, webhooks, and custom-coded API work
×Invoices and automated invoice reminders
×Subscriptions, recurring billing, and any MRR/ACV/TCV reporting
×Billing of any kind inside HubSpot
×Custom quote modules (down-payment, custom tax, branded modules)
×Avalara or any third-party tax engine
×Data migration or cleanup
Final SOW Summary

74 hours. $13,690 base cost. One process to run on.

Workstream / Deliverable
Hours
Rate
Base Cost
Project Management
8
$185
$1,480
Strategic Workshops
4
$185
$740
Tactical Workshops
4
$185
$740
Portal Configurations
52
$185
$9,620
Training Sessions
6
$185
$1,110
Total
74
—
$13,690.00

All figures are estimates based on the scope defined above. Volumes beyond the stated caps require a change order.