Onboarding Overview
This document provides a high-level overview of the Quotivity onboarding experience. It is intended to outline how we work, what customers can expect, and where value is delivered—without prescribing a rigid project plan or contractual scope.
Our Onboarding Philosophy
Quotivity onboarding is designed to get teams productive quickly while establishing a scalable foundation for complex quoting. We focus on clarity, repeatability, and enablement—so your team can confidently generate accurate quotes without long-term dependency on services.
What Onboarding Covers
During onboarding, we partner with you to configure the core CPQ building blocks that matter most to your business.
Key Areas of Focus
- Process Alignment
We start by understanding your current pricing and quoting workflows and identifying opportunities to simplify or standardize. - CPQ Strategy & Optimization
Through a series of structured working sessions, we align on pricing logic, product structure, discounting rules, and approvals. - Core Configuration
We configure and review up to ten foundational Quotivity components, commonly including:- Price books
- Quote rules
- Bundles
- Calculated pricing
- Approval logic
- Quote Presentation
We configure a professional quote template using standard Quotivity modules and ensure your team understands how to maintain it. - Enablement & Training
We provide concise documentation and short-form videos tailored to your configuration, so your team can operate independently.
How to Prepare for Onboarding
Most customers are anxious to get started — we get it! It's best to be well-prepared going into onboarding. This guide outlines what you will need in order to ensure an efficient and successful onboarding:
How to prepare for an efficient Onboarding
Who Leads Onboarding?
Typically, Quotivity's Customer Experience team runs onboarding with your Revenue Operations team. We're also happy to work with a HubSpot Solutions Partner if you have an existing relationship. If that partner is a Certified Quotivity Partner, we will waive our onboarding fee. If they're not, we're happy to work closely with them in order to ensure a successful roll-out.
What Is In Scope?
To ensure a smooth and focused onboarding experience, Quotivity onboarding is intentionally scoped around enablement and core configuration.
Generally in scope:
- Configuration of core CPQ components (pricing logic, rules, bundles, approvals)
- Setup and walkthrough of one (1) standard Quotivity example quote template that ships with the product
- Guidance on how quote templates are structured and how customers can configure them independently
- Best-practice recommendations for maintaining templates over time
What Is Out of Scope?
To avoid delays and keep onboarding efficient, the following activities are out of scope:
- Quote template design work, including:
- Visual or brand-driven layout design
- Detailed formatting, styling, or aesthetic iteration
- Custom HTML or CSS development
- Fully custom quote templates beyond the standard example templates provided with Quotivity
- Custom functional extensions to quote templates
- HubSpot administration, CRM reconfiguration, or data cleanup
Additional services may be evaluated and scoped separately if required.
How the Process Works
This approach has proven to be the most successful:
Session 1: Understanding Requirements and Current State
Agenda
-
Review current pricing spreadsheets and pricing models
-
Review existing quote templates to understand structure and outputs
-
Review the current HubSpot product library
-
Align on priorities, constraints, and success criteria
Homework
-
Normalize and finalize pricing inputs based on agreed structure
-
Clean up or confirm HubSpot product data as needed
-
Identify any edge cases to be addressed in later sessions
Session 2: Pricing and Bundle Implementation Training
Agenda
-
Create and configure a price book
-
Implement example pricing adjustments
-
Create and configure a representative bundle
-
Configure roll-ups and calculated pricing
Homework
-
Build out remaining price books or bundles following the established patterns
-
Validate pricing outputs against real quoting scenarios
Session 3: Rules & Approvals Implementation Training
Agenda
-
Create representative quote rules
-
Configure a basic approval process aligned to internal policies
Homework
-
Extend rules and approvals to additional scenarios
-
Test approval behavior with internal stakeholders
Session 4: Quote Template Configuration
Agenda
-
Configure one standard Quotivity example quote template
-
Walk through template structure and configuration options
-
Review best practices for maintaining templates
Homework
-
Apply learnings to adjust or extend the template configuration as needed
-
Engage internal web resources or a HubSpot partner for any design-specific requirements
What You Walk Away With
By the end of onboarding, customers have:
- A configured Quotivity environment aligned to their pricing logic
- A standardized quote template ready for production use
- Clear internal guidance on how to build and send quotes
- A foundation that can scale as products and pricing evolve
Designed for Ongoing Growth
Onboarding is not about perfecting every edge case—it’s about establishing a strong, maintainable baseline. As your business grows, Quotivity configurations can be extended incrementally without rework.