See how True North recovered 30% margin with Quotivity
As a managed IT and cloud provider serving healthcare organizations, every True North deal involved layers and layers of bundling.
Quoting in this business is extremely complex. And the more complex True North’s services grew, the more its quoting process fell behind, creating hidden margin loss and slowing down revenue.
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.
Bring Your Team's Quoting Process Together Like Never Before and Watch Revenue Soar.
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.
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.
