Can't trust your quotes?
Sales reps over-discounting. Pricing and products too complex for simple quotes. Losing deals because the whole process is taking too long.
If that sounds like your company, then it's time for Quotivity. It's a CPQ built specifically for complex quotes inside of HubSpot.
THE PRODUCT
See it work inside HubSpot.
Built directly into the same screen your reps already use.
SCALE
Approvals that route themselves.
Multi-stage, conditional approval workflows triggered by margin floor or discount threshold. Plus a full audit trail on every quote. No more chasing sign-off over email.
✓Conditional, multi-stage routing
✓Triggers on margin floor or discount threshold
✓Full audit trail on the quote
SPEED
Generate accurate quotes in minutes.
Generate straight from the deal record. Build the entire quote inside HubSpot without touching a spreadsheet. Products, pricing, and preview all on one screen.
✓Drag-and-drop quote builder
✓Live quote preview with real data
✓Accurate line items and pricing
GOVERNANCE
Stop reps from going rogue on pricing.
Set discount thresholds and the product enforces them. Over-policy quotes get blocked and routed, not sent.
✓Hard caps that can't be overridden
✓Auto-route over-policy discounts for approval
✓Line-item margin
HANDLE COMPLEXITY
Easily customize prices and catalogs.
Create and manage separate pricing catalogs for different regions, customer segments, or teams — and let the rules engine assign them automatically.
✓Segment catalogs by region, tier, or team
✓Multiple currencies supported
✓Rule-driven assignment from deal properties
WHY TEAMS SWITCH
Faster quotes. Higher accuracy. Protected margins.
HubSpot is great for simple quoting. Quotivity is here for when you outgrow "simple".
Speed up Sales
Fast, intuitive quoting inside HubSpot so deals move forward without delays.
Quote accuracy
No more worrying about reps going rogue. Advanced pricing rules and discount controls protect margins and eliminate revenue leakage.
Scalable Quoting
Customizable quote templates that enforce the rules while looking professional and consistent.
"Nobody does HubSpot-native like Quotivity"
Renée Durrance, Aptarro
VS HUBSPOT CPQ
When quotes get complex, there's Quotivity.
HubSpot quoting is the right call for most deals. Here's where Quotivity picks up.
Quotivity |
HubSpot |
|
|---|---|---|
| Complex quoting | ✓Pricing logic, bundles, automation rules | —Best for simple quotes |
| Pricing governance | ✓Enforces rules, discount limits, product logic | —Reps manually control pricing |
| Quote accuracy | ✓Correct products, pricing, bundles every time | —Higher risk of manual errors |
| Speed for reps | ✓Fast, single-screen build inside HubSpot | —Searching, external docs for pricing |
| Templates & proposals | ✓Flexible no-code Template Designer | —Limited once published |
| Onboarding | ✓Hands-on quoting experts | —Self-serve documentation |
RESULTS
Real workflows. Real numbers.
79% faster negotiation
"Sales reps are incentivized to stick to price book because they can get their deal out the door much faster." Negotiation time dropped 79%.
Renée Durrance
Aptarro
30% revenue leak plugged
"Quotivity gives the sales team the flexibility they need while maintaining the operational boundaries needed to protect the customer experience." 30% of margin recovered.
Kalee Nichols
True North
Quotivity is a "must have" unlock for advanced quoting for my team. Implementation was fast. We were live and quoting in a couple days, not weeks. It plugs directly into HubSpot, pulls in our products, and just works!
D. Peterson
Streamline Every Quote Directly inside HubSpot.
From first configuration to final sign-off, guide every quote with built-in guardrails that keep pricing accurate, approvals clear, and deals moving fast—without ever leaving HubSpot.
Complex Quoting
Built for complex quotes inside HubSpot including pricing logic, bundles, automation rules, and more.
Quote Accuracy
Maintain consistent pricing across all deals, reducing variability and increasing reliability in quotes.
Implementation & Support
White-glove, hands-on onboarding and quoting experts to help optimize your workflows.
Pricing Governance
Enforce policy compliance with rules that prevent unauthorized products and discounts on quotes.
Templates & Proposals
Flexible, customizable quote templates that show real-time customer data.
Speed for Reps
Speed up the sales cycle and close deals faster by generating accurate quotes quickly.
Keep Your Reps in HubSpot
Eliminate the hassle of retraining your reps on ERP systems, complex spreadsheets, or external pricing calculators by giving them access to all the tools they need within a platform they already know.
Effortlessly Manage Your Product Libraries
Got a mess of product libraries and price books to juggle? Handle them all directly in HubSpot for seamless adoption and rock-solid consistency.
Effortlessly Manage Custom Pricing and Catalogs
Easily manage different prices and product catalogs for different customer segments or sales teams. Selling globally? Quotivity handles multiple currencies natively.
Enforce Quote and Pricing Policies with Ease
Establish discount guidelines, create validation rules, and set up a streamlined approval process — equipping users to easily generate quotes while maintaining compliance with pricing strategies.
Keep Your Reps HubSpotting hapily
Eliminate the hassle of retraining your reps on new ERP systems or having to rely on external pricing calculators by giving them access to all the tools they need within a platform they already know and love.
Accelerate Your Deals
Enable your sales team to close deals faster by generating accurate quotes quickly without added friction — reducing the time from first quote to final agreement, streamlining your sales pipeline and helping you secure revenue more efficiently.

