Quotivity Partner Guide

Grow revenue. Deliver better outcomes.

This guide defines how the Quotivity Partner Program works in practice. It supplements the Quotivity Partner Agreement and may be updated by Quotivity from time to time.

Last Updated: January 1, 2026

Related Material

• Partner Agreement
• Partner FAQ

1. Program Objectives

The Quotivity Partner Program is designed to:

• Help partners close larger, more complex deals on HubSpot
• Ensure customers are onboarded successfully and consistently
• Reward partners who invest in enablement and delivery quality
• Build long-term, trusted partnerships within the HubSpot ecosystem

2. Partner Types

Partner type determines responsibility, enablement requirements, and upside.

Referral Partners

Referral Partners identify qualified opportunities and introduce Quotivity to the prospect or customer. Quotivity owns sales and onboarding.

Implementation Partners

Implementation Partners sell and onboard Quotivity directly. They own discovery, configuration, and go-live, with support from the Quotivity team.

3. Partner Tiers Overview

Partners progress through tiers based on demonstrated capability and results.

• Registered Partner
• Certified Partner
• Strategic Partner

Higher tiers unlock higher commission rates, deeper enablement, and inbound opportunities.

4. Registered Partner

Qualification Criteria

To qualify as a Registered Partner, a partner must:

• Sign the Quotivity Partner Agreement
• Complete Quotivity Fundamentals training
• Register at least one qualified deal

Capabilities

Registered Partners may:

• Refer opportunities to Quotivity
• Participate in joint sales conversations

Registered Partners may not lead Quotivity implementations.

5. Certified Partner

Qualification Criteria

To qualify as a Certified Partner, a partner must meet all of the following criteria:

• Complete the Quotivity Onboarding Certification
• Successfully onboard at least 2 customers
• Generate a minimum of $25,000 in first-year recurring revenue from referred or implemented deals
• Demonstrate consistent adherence to onboarding best practices

Capabilities

Certified Partners may:

• Receive support from the Quotivity Partner team via a shared Slack channel
• Lead Quotivity onboarding and implementations
• Receive warm inbound referrals from Quotivity
• Access advanced implementation resources and templates
• Participate in joint go-to-market initiatives

Ongoing Requirements

• Maintain acceptable customer outcomes
• Participate in quarterly planning and enablement sessions

6. Strategic Partner

Qualification Criteria

To qualify as a Strategic Partner, a partner must meet all of the following criteria:

Capabilities

In addition to those benefits for Certified partners, Strategic Partners may:

• Receive first access to inbound referrals
• Access early product features and roadmap previews

7. Tier Changes and Downgrades

Tier Assignment and Upgrades

• Quotivity reserves sole discretion to assign or modify partner tiers
• Tier upgrades may apply retroactively to the deal that qualifies the partner

Downgrade Principles

The goal of downgrades is to ensure active, high-quality partnerships — not to penalize temporary slowdowns.

Certified Partner Downgrade Criteria

A Certified Partner may be reviewed for downgrade to Registered Partner if, over a rolling 6-month period, the partner:

• Shows no meaningful program engagement (e.g. no active deals, no participation in enablement), or
• Repeatedly delivers poor customer outcomes.

Strategic Partner Downgrade Criteria

A Strategic Partner is expected to maintain consistent program activity. A Strategic Partner may be reviewed for downgrade to Certified Partner if:

• The partner does not close at least one new deal per calendar quarter, or
• Fails to participate in quarterly planning or enablement sessions, or
• No longer meets customer quality standards.

Downgrade Process

• Quotivity will provide notice and an opportunity to re-engage before any downgrade
• Downgrades are applied prospectively and do not affect commissions already earned

8. Referral Registration

• Referrals must be registered by email or Slack
• Registration must occur before meaningful sales engagement
• Deal protection is time-bound and defined by Quotivity

9. Commissions

Standard Commission Rates

• Registered Partner: 10% of first-year recurring revenue
• Certified Partner: 15% of first-year recurring revenue
• Strategic Partner: 20% of first-year recurring revenue

Commission Scope

• Commissions apply only to first-year recurring revenue
• Customer expansions, upsells, or add-ons after the initial sale are excluded
• Multi-year agreements may be eligible as defined by Quotivity

10. Enablement & Support

Partners receive enablement aligned to their tier, including:

• Quotivity Fundamentals training
• Sales and discovery playbooks
• Onboarding certification and implementation guides
• Monthly office hours and partner support channels

11. Co-Marketing

Available to Certified and Strategic Partners:

• Joint case studies
• Partner-led webinars
• Co-branded landing pages
• HubSpot ecosystem initiatives

Co-marketing participation is subject to availability and approval.

12. Program Governance

Quotivity may update this Program Guide periodically. Material changes will be communicated to active partners.

Questions regarding the Partner Program should be directed to the Quotivity partner team.