Quotivity Partner FAQ
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This FAQ is designed to clarify how the Quotivity Partner Program works in practice. It complements the Partner Agreement, Partner Program Guide, and Certification Plan.
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FAQ Sections
General Program Questions
Who can become a Quotivity partner?
Quotivity partners are typically HubSpot Solutions Partners or agencies supporting sales, RevOps, or complex quoting workflows. Partners must sign the Quotivity Partner Agreement to participate.
Do I need to be certified to refer deals?
No. Referral-only partners do not need to be certified. But we do need you to accept to the Partner Agreement.
Certification is required only if you want to lead Quotivity onboarding or implementation.
Is the partner program exclusive?
No. The Quotivity Partner Program is non-exclusive. Partners and Quotivity are free to work with other vendors or partners.
Can the partner program change over time?
Yes. Quotivity may update program requirements, tiers, or benefits. Material changes will be communicated to active partners.
Referrals & Deal Registration
How do I register a deal?
Deals are registered by sending an email or Slack message to a designated Quotivity partner contact introducing the prospect before any meaningful sales engagement begins.
What qualifies as a valid referral?
A valid referral:
- Is introduced by email or Slack
- Occurs before quoting or proposal activity
- Results in a signed Quotivity contract and payment
What happens if two partners refer the same deal?
Referral credit is assigned on a first-come, first-served basis based on the earliest valid referral registration.
Commissions & Payments
How much do partners earn?
Commission rates are based on partner tier:
- Registered Partner: 10% of first-year recurring revenue
- Certified Partner: 15% of first-year recurring revenue
- Strategic Partner: 20% of first-year recurring revenue or resale margin
Are expansions or upsells commissionable?
No. Customer expansions, upsells, seat increases, or add-ons after the initial sale are not commissionable.
Are multi-year deals commissionable?
Multi-year agreements may be eligible for commissions as defined in the Partner Program Guide. Unless otherwise specified, commissions apply only to first-year recurring revenue.
Partner Tiers
How do partner tiers work?
Partners progress through tiers based on:
- Certification status
- Number of successful customer onboardings
- First-year recurring revenue generated
- Ongoing engagement and quality
Can my tier be upgraded mid-deal?
Yes. Tier upgrades may apply retroactively to the deal that qualifies the partner for the higher tier, subject to Quotivity approval.
Can my tier be downgraded?
Yes. Tiers may be reviewed and downgraded if partners no longer meet activity or quality expectations. Downgrades are not automatic and partners are given an opportunity to re-engage.
Certification
What does certification actually require?
Certification is based on demonstrated ability, not exams. Partners must:
- Show working knowledge of Quotivity
- Successfully onboard at least 2 customers
- Deliver implementations that meet quality standards
Who on my team needs to be certified?
Your organization is certified, not individual employees and consultants.
Typically:
- Sales / BD teams complete Quotivity Fundamentals
- Project consultants handle implementation readiness and delivery
Once certified, it is expected that the salespeople and consultants who are actively involved in pitching or implementing Quotivity possess the requisite knowledge demonstrated during certification. Doing otherwise risks negative customer experiences and may result in being downgraded.
How long does certification take?
Certification timelines vary based on deal flow. Most partners complete certification during their second Quotivity implementation.
Strategic Partners
What is expected of Strategic Partners?
Strategic Partners are expected to:
- Maintain consistent deal activity (at least one closed deal per quarter)
- Participate in quarterly planning or enablement
- Maintain strong customer outcomes
What happens if a Strategic Partner becomes inactive?
Strategic Partners who do not meet activity or engagement expectations may be reviewed for downgrade to Certified Partner status.
Support & Escalation
When should we involve Quotivity during an implementation?
Partners should escalate to Quotivity when:
- Requirements change materially
- Data quality issues arise
- Complex pricing or approval scenarios emerge
Early escalation is encouraged.