For sales ops

Clean quote data in HubSpot, without the reminders

The spec is blank because someone had to remember it. Quotivity decides which attributes appear on which line item, marks the ones that matter required, and writes the values back to HubSpot. Nobody has to remember anything.

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See pricing

One portal held 30,000 SKUs. About 1,200 had ever sold.
The person who owns the HubSpot portal, scoping which attributes reps see
Quotivity Studio admin showing the Rules Engine, Dynamic Property Sets, Compatibility Rules and Price Books

Quotivity Studio: rules, dynamic property sets and pricing in one admin surface. Reps never open it. They just see fewer fields, and the ones they see apply to what they’re quoting.
30000

About 1,200 had ever sold

10
x

Reduction seen in a HubSpot portal (Keith Mead)

2000

Organized by Watershape, no factory

The short answer

How do you capture product attributes on a HubSpot quote?

A property added to HubSpot’s quote builder shows on every line item, so a rep quoting one sliding window looks at a fire-rating field meant for doors. Quotivity scopes attributes with rules. A rule matches products by the HubSpot properties they already carry and surfaces only the fields those products need. Values write back to the line item.
A rule surfacing the right product attributes on the right line item and writing back to HubSpot

A rule surfaces the right fields on the right product — and on nothing else.

When 30,000 SKUs are really an attribute table

Some teams never hit the column problem, because they solved it with SKUs instead. Every permutation becomes its own product record. One portal owner described a catalog of 30,000 SKUs. Two years of order history showed about 1,200 of them had ever actually been sold.

Sales Reps don’t know which of the 19 Products with identical SKUs they need to pick to get the right year’s price, bulk rate, etc, and so there’s endless wrangling with Ops/Finance about it all.

Keith MeadKeith Mead

He’s publicly written that he’s seen Quotivity cut the number of products in a HubSpot portal by 10x. It isn’t only a manufacturing problem. Watershape has no factory anywhere. It’s a design and engineering practice, and it organizes about 2,000 SKUs of professional services.

The rules engine behind clean quote data

Four things you manage once, in Studio, that reps never have to think about. Follow any of them.
Rules

Rules Engine

Scope which attributes appear per product class. Required where it matters, optional where it doesn’t.

See how →
Compatibility

Compatibility Rules

Exclude invalid options by attribute, not by a hand-maintained list of pairs.

How it works →
Configure

Configurable Products

One configurable product instead of a record for every permutation.

How it works →
Pricing

Price Books

Segment pricing from one catalog. No duplicate products per price list.

See price books →
A Quotivity quote line item with required Screen Resolution, Processing Power and Storage fields
Required where it matters

Required product attributes, enforced per line item

A rule targets products by their HubSpot properties. Product Type = Door surfaces fire rating, handing and frame type on every door in the catalog, and on nothing else. Required fields block submission until they’re filled. Defaults you’ve already set on HubSpot line item properties come through pre-filled, so the rep is confirming a value rather than typing one.

See the rules engine →

You might not need this

If you quote a dozen products and they all want the same three fields, add three columns and stop reading. Attribute rules earn their money where the fields change with the product.

What customers say

Renée Durrance runs revenue operations at Aptarro, where clean quote data cut the negotiation cycle from 29 days to 6.

Sales reps are incentivized to stick to price book because they can get their deal out the door much faster.

Renée Durrance, RevOps at AptarroRenée Durrance — RevOps, Aptarro

One more, from a buyer who’d come from Salesforce:

it blew my mind that I didn’t have a way to make certain products unquotable for reps in HubSpot

Sam HodgsonSam Hodgson

Questions the portal owner asks about sales ops CPQ
One thing to try

Open your last twenty quotes

Tell us which field is blank on half of them. That’s the rule we’d write first.

Book a demo

Or read what a spreadsheet can’t enforce