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
$5,000/ year
Includes 5 users.
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.
What’s included:
Discount Guardrails
Advanced Quote Approvals
Configurable Bundles & Collections
Price Books & Catalogs
Rapid, easy-to-use quote builder
1-1 CSM-Led Onboarding
Quotivity Enterprise
$10,000/ year
Includes 10 users.
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.
What’s included:
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?
Professional
$5,000/year
Enterprise
$10,000/year
Included users
Users are anyone creating or approving quotes, or administering Quotivity.
5 included users
10 included users
Additional users
$600/user/year
$1,000/user/year
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
Quote Approvals
Rule-based approvals
Trigger approvals only when a quote falls outside your policies — not for every deal. Keep deals moving while maintaining pricing control.
Discount Guardrails
Empower reps to discount within clear limits. Automatically require approval — or block quotes — when thresholds are exceeded.
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.
Approval backups
Set scheduled backups to avoid approval delays when approvers are OoO.
Pricing Management
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.
Volume Pricing
Automatically adjust pricing as quantities increase. Support volume discounts without manual math or exceptions.
Pricing Tables
Set prices dynamically based on product attributes. Eliminate hard-coded SKUs and reduce catalog sprawl.
Product Variants
Price complex configurations accurately based on selected options — and avoid creating thousands of products in HubSpot unnecessarily.
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.
Price Book Effective Dates
Set effective dates for price books to ensure that the appropriate pricing is available according to your schedule.
Enforce Quoting Policies
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.
Margin Protection
Protect margins without slowing sales. Quote rules automatically enforce pricing policy and route only true edge cases for approval — no manual policing.
Ensure quote accuracy
Validate configurations and product dependencies in real time. Guide reps to fix issues instantly or route quotes for approval when required.
Configurable Bundles
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.
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.
Category
Feature Name
Automate and Scale Quote Construction
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.
Paid add-on
Set product-specific quote terms
Ensure accurate payment terms by automatically adjusting them per product.
Paid add-on
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.
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.
Customizable Quote Templates
Advanced Line Items layout
Control which columns appear and how line items are grouped. Present quotes clearly for different products, buyers, and deal types.
Required forms
Collect required customer information directly on the quote. Prevent incomplete acceptances and reduce follow-up after signature.
Multiple signature options
Support e-signatures, written signatures, or no signature at all. Match your quote experience to your buying process.
Optional Line Items
Let buyers select add-ons directly from the quote.Increase deal size without additional sales effort.
Paid add-on
Guided Selling
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.
Integration
HubSpot Native Integration
The most complete and robust integration into HubSpot for any CPQ on the market.
Price Books API
Connect your ERP with Quotivity to synchronize pricing information and Price Book assignments.
Bundles API
Create bundles in Quotivity based on configurations in your ERP.
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.
Product configuration: Build configurable products, bundles, and add-on logic. Reps select options; the price calculates automatically.
Discount guardrails: Define the floors. Any quote below threshold routes to approval before it goes out the door.
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.
Quote templates: Branded, CMS-built templates that output a professional proposal. Reps edit the fields, not the document.
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.
Talk to our team
The right conversation is 30 minutes. We'll tell you whether you're a fit, what the rollout looks like, and what other companies at your stage did first.
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.
Get a Demo Start your journey towards smarter, seamless quoting inside HubSpot.
