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Your quotes don't need to suck.

No matter how complex they get.

Reps over-discounting. Pricing and products too complex for simple quotes. Deals slipping because the whole process takes too long. Any of that sound familiar?

 

 

 

GA - Templates - webpage - Line Items and pricing table with discounts

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.

Approval Workflows

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

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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

 

Rules-Set-Outcome

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 

price books

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".

Power Up Sales

Speed up Sales
Fast, intuitive quoting inside HubSpot so deals move forward without delays.

Rule Your Quotes

Quote accuracy
No more worrying about reps going rogue. Advanced pricing rules and discount controls protect margins and eliminate revenue leakage.

Fits All Teams

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

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

Complex Quoting

Built for complex quotes inside HubSpot including pricing logic, bundles, automation rules, and more.

Quote Accuracy

Quote Accuracy

Maintain consistent pricing across all deals, reducing variability and increasing reliability in quotes.

Implementation & Support

Implementation & Support

White-glove, hands-on onboarding and quoting experts to help optimize your workflows.

Pricing Governance

Pricing Governance

Enforce policy compliance with rules that prevent unauthorized products and discounts on quotes.

Templates & Proposals

Templates & Proposals

Flexible, customizable quote templates that show real-time customer data.

Speed for Reps

Speed for Reps

Speed up the sales cycle and close deals faster by generating accurate quotes quickly. 

Keep Your Reps HubSpotting hapily
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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 Your Product Libraries
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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.

Effortlessly Manage Custom Pricing and Catalogs
Enforce Quote and Pricing Policies with Ease

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.

rep warning

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
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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.

Don't let manual processes and data silos hinder your growth.

Embrace the power of automation and compliance with advanced CPQ features that fuel your quote to cash journey.

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HubSpot Sales Hub’s New BFF
Quoting and Price Books for HubSpot Sales Hub
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Want to learn more? Let’s talk!
Start your journey towards smarter, seamless quoting inside HubSpot.