Faster quotes.
Tighter margins. Priced for scale.
True North recovered 30% margin after switching to Quotivity. Aptarro cut negotiation time from 29 days to 6.
If your team is quoting 10 or more complex deals a month, the math works before your first quarter closes.
"The reps are incentivized to stick to the price book because they can get their deal out the door much faster."
Renée Durrance
- RevOps, Aptarro
Quotivity Pro
Includes 5 users
$5,000
per year
Additional users: $600/year
$2,500 one-time onboarding fee charged in the first year of subscription.
Streamline quote approvals and support your sales team with guidance and guardrails so they can quote confidently.
- Discount Guardrails
- Advanced Quote Approvals
- Configurable Bundles & Collections
- Price Books & Catalogs
- Rapid, easy-to-use quote builder
- 1-1 CSM-Led Onboarding
Best Value
Quotivity Enterprise
Includes 10 users.
$10,000
per year
Additional users: $1,000/year
$5,000 one-time onboarding fee charged in the first year of subscription.
Unlock powerful automation and pricing models to fully customize and steer your sales experience.
- Everything from the pro plan, plus:
- Calculated Pricing
- Optional Line Items
- Volume Pricing, Pricing Tables, and Product Variants
- "Update Line Item" Rule Outcome
- API Access
Don't know which option is best for your team?
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Professional
$5,000/year
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Enterprise
$10,000/year
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Included users
Users are anyone creating or approving quotes, or administering Quotivity.
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5 included users | 10 included users |
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Additional users
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$600/user/year | $1,000/user/year |
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Guided onboarding
Personalized onboarding by Quotivity's product experts to ensure your team is set for success.
More info |
$2,500 one-time fee | $5,000 one-time fee |
| HubSpot Native | ||
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HubSpot Native Integration
Quotes, line items, and product attributes are written directly to HubSpot's own records — not synced from a separate database
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HubSpot timeline events
Approvals, signatures and other quote events are logged on the HubSpot deal timeline.
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Quote revenue metrics
TCV, ACV, ARR, MRR and margin are written to HubSpot quotes and deals for reporting.
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Deal amount source
Choose whether the deal amount reflects TCV, ACV, ARR or MRR.
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Keep your reps quoting in HubSpot
Create and manage quotes directly from the Deal and Contracts screens
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Multi-currency support
Supports HubSpot's native multi-currency configurations.
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| Quote Approvals | ||
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Rule-based approvals
Trigger approvals only when a quote falls outside your policies — not for every deal. Keep deals moving while maintaining pricing control.
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Discount Guardrails
Empower reps to discount within clear limits. Automatically require approval — or block quotes — when thresholds are exceeded.
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Flexible approval workflows (without the mess)
Support parallel, sequential, or custom approval paths. Route approvals by product, customer, or deal context. Avoid brittle, hard-to-maintain "spaghetti" workflows.
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Approval backups
Set scheduled backups to avoid approval delays when approvers are OoO.
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Approval notifications
Approvers are notified by email or Slack the moment a quote needs their review.
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Reject & recall
Approvers can send a quote back with changes requested, and reps can pull a quote out of review to fix it.
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| Pricing Management | ||
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Price Books
Manage customer- or segment-specific pricing from a single source of truth. Ensure reps always quote the right prices for the right customers.
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Price book import, export & cloning
Load and update price books in bulk from a spreadsheet, or copy one to start a new one.
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Unit price controls
Choose which products reps can reprice and which stay locked to the price book.
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Prorated line items
Recurring items are charged only for the part of the billing period the customer uses.
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Company & deal price books
Assign a price book to a company or deal in HubSpot, and every quote for that account uses it.
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Assign with Rules Engine | |
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Volume Pricing
Automatically adjust pricing as quantities increase. Support volume discounts without manual math or exceptions.
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Pricing Tables
Set prices dynamically based on product attributes. Eliminate hard-coded SKUs and reduce catalog sprawl.
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Product Variants
Price complex configurations accurately based on selected options — and avoid creating thousands of products in HubSpot unnecessarily.
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Cost Plus pricing
List prices are calculated from your cost of goods plus a markup, so price stays tied to margin.
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Ramp pricing
Quote multi-year deals with a different price each period, like a year-one discount that steps up to list.
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Calculated Pricing
Build formulas that reference quote and deal data for precise pricing control. Automate complex pricing logic and remove human error from the process.
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Price Book Effective Dates
Set effective dates for price books to ensure that the appropriate pricing is available according to your schedule.
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| Enforce Quoting Policies | ||
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Automatically set Price Books
Apply the correct price book based on customer data and history. Eliminate manual selection and prevent pricing mistakes before they happen.
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Margin Protection
Protect margins without slowing sales. Quote rules automatically enforce pricing policy and route only true edge cases for approval — no manual policing.
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Ensure quote accuracy
Validate configurations and product dependencies in real time. Guide reps to fix issues instantly or route quotes for approval when required.
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Compatibility Rules
Ensure the packages and parts you put together are compatible with each other to prevent downstream issues.
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Quote Validation
Quotes pause for an outside check, like shipping or tax calculation in your ERP, before they can publish.
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AI-drafted Compatibility Rules
Describe a compatibility rule in plain English and get a draft rule to review and save.
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Compatibility rule testing
Walk through a bundle’s options to see which products your rules block before reps ever hit them.
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| Configurable Products | ||
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Dynamic Bundle Configuration
Create product and service packages with required components and optional add-ons. Guide reps through quoting so bundles are always complete and accurate — no manual item selection.
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Included + Add-On Options
Automatically include core items while giving reps controlled flexibility to add optional products. Increase upsell consistency without sacrificing pricing or packaging rules.
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Collections
Group bundles and products into collections so reps add a whole package in one step.
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Bundle Configurator
Reps build bundles in a visual, step-by-step configurator with product icons and images.
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Price-book-aware bundles
Bundle options pick up pricing from the quote’s price book, so one bundle works across every price book.
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Rule-based bundle add & swap
Quote rules add or replace products inside a bundle based on deal or customer details.
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Auto-update bundle members
Bundle contents update on their own when the configuration or deal details change.
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| Guided Selling | ||
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Guided selling flows
Build branching question flows that guide reps through the first decisions on a deal.
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CRM property sync
Sync guided selling answers to CRM properties on Quotes, Deals, and Companies.
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Answers drive the quote
Rep answers are saved to HubSpot and can trigger quote rules that shape the quote.
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Conditionally require user input
Prompt reps for only the information that matters, when it matters. Use their inputs to automatically drive pricing, products, and quote logic.
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| Automate and Scale Quote Construction | ||
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Roll-up fields
Totals, counts, minimums and maximums across line items are saved to the quote for rules, pricing and reporting.
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Automatically change quote layouts
Apply the correct quote template based on what’s being sold. Ensure quotes always match the deal structure — without rep involvement.
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Paid add-on
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Set product-specific quote terms
Ensure accurate payment terms by automatically adjusting them per product.
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Paid add-on
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Automatically add products to quotes
Add the right products automatically based on deal, customer, or configuration rules. Remove manual selection and ensure every quote is complete by default.
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Dynamic Line Item Logic
Automatically adjust pricing, quantities, discounts, or fields as quotes change. Maintain accurate, rules-driven configuration and pricing without manual updates or rework.
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Automatic discounts, fees & taxes
Discounts, fees and taxes are applied automatically when a quote meets your conditions.
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Auto-update quote fields
Quote fields fill in automatically from deal, customer or line item data.
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Dynamic Property Sets
Each product shows reps only the fields that apply to it, and required fields must be filled in before submitting.
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| Contracts & Renewals | ||
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Contracts from quotes
Accepted quotes create a HubSpot contract that records the products, term and recurring revenue.
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Change quotes
Quote upgrades, downgrades and add-ons against an existing contract.
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Renewals
Renewal quotes create the next contract and link it to the last one.
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Contract termination
End a contract now or on a future date.
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| Customizable Quote Templates | ||
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Advanced Line Items layout
Control which columns appear and how line items are grouped. Present quotes clearly for different products, buyers, and deal types.
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Required forms
Collect required customer information directly on the quote. Prevent incomplete acceptances and reduce follow-up after signature.
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Multiple signature options
Support e-signatures, written signatures, or no signature at all. Match your quote experience to your buying process.
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Conditional quote template sections
Display template sections based on the presence of specific products or other company or deal information.
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Terms library
Write terms once, store them in a library, and reuse them across templates.
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Attachments & embeds
Attach spec sheets and documents, or embed videos and other content, right in the quote.
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Optional Line Items
Let buyers select add-ons directly from the quote.Increase deal size without additional sales effort.
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Paid add-on
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Custom code module
Build fully custom quote sections with code when standard modules aren’t enough.
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Multiple sender companies
Quote from more than one legal entity or brand, each with its own details and branding.
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| E-Signature & Delivery | ||
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E-signatures included
DocuSign e-signature built in, with a monthly allowance pooled across your licensed users.
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Countersigners
Someone on your team signs after the buyer, set automatically by rule.
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Quote payments
Buyers pay a deposit or the full amount when they accept, through HubSpot Payments or Stripe.
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Quote emails
Reps send published quotes from their own Gmail or Outlook mailbox.
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| Analytics | ||
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Quotivity Analytics (beta)
Track how long quotes take at each stage and how much time approvals add.
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HubSpot dashboard charts
Put Quotivity Analytics charts on your HubSpot dashboards.
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| AI Quoting | ||
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Admin MCP
Admins set up rules, price books and bundles by asking Claude or ChatGPT.
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Sales Agent MCP
Reps build and edit quotes by asking Claude or ChatGPT.
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Slack quoting assistant
Reps build quotes from a conversation in Slack.
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| Integration | ||
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Price Books API
Connect your ERP with Quotivity to synchronize pricing information and Price Book assignments.
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Bundles API
Create bundles in Quotivity based on configurations in your ERP.
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Custom domain
Host published quotes on your own domain, like quotes.yourcompany.com.
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What's included
Every plan includes the full product: pricing rules, bundles, discount guardrails, approval workflows, quote templates, and HubSpot-native sync.
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Advanced pricing rules: Set list prices, volume tiers, customer-specific overrides, and discount floors. Pricing logic lives in the system, not in a rep's memory.
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Product configuration: Build configurable products, bundles, and add-on logic. Reps select options; the price calculates automatically.
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Discount guardrails: Define the floors. Any quote below threshold routes to approval before it goes out the door.
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Approval workflows: Route by rep, deal size, product, or margin level. Approvers get an email with the quote attached. One click to approve or push back.
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Quote templates: Branded, CMS-built templates that output a professional proposal. Reps edit the fields, not the document.
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HubSpot-native: Built inside HubSpot Sales Hub. No external portal. No sync delay. No second login.
CSM-led onboarding ($2,500 value)
You don't go live on your own.
Your dedicated customer success manager configures your quote templates, price books, and approval workflows before your team ever opens the product. Most customers are quoting in Quotivity within two weeks of kickoff. The onboarding is included in year one.
Who counts as a seat?
Anyone who creates or approves a quote. Admins who configure the system but don't touch live quotes don't need a seat.
What's the minimum contract?
Annual. The base plan starts at 5 seats.
What if we have fewer than 5 quoting users?
The base plan covers 5 seats. If you have 2 or 3 quoting users today, you're paying for capacity you'll grow into. If that's a concern, say so in the first call — we'd rather surface the mismatch upfront.
Is this the same product as quote•hapily?
Yes. Quotivity is the same HubSpot-native CPQ engine, now operating under its own brand. If you used quote•hapily, you already know the product.