Empower reps with smart prompts and automated inputs that shape the quote for them — no second-guessing, no skipped steps, just faster paths to perfect quotes.
Why Use Guided Selling?
Logic & Rules So Reps Can’t Mess It Up
Set up prompts, logic, and validations that guide every quote — so reps don’t have to remember the process (or accidentally skip a step).
Inputs That Build the Quote for You
From payment terms to tax rates, reps answer a few quick questions and Guided Selling assembles the right quote automatically.
Custom Paths With Zero Confusion
Whether it’s recurring services, bundled products, or usage-based pricing — give your team tailored flows that fit every scenario.
Smart Prompts at Every Step
Ask reps the right questions up front — and let their answers build the quote behind the scenes.
Auto-Apply Terms, Taxes, and Frequencies
Configure your logic once and let the system apply the right details every time.
File Uploads & Custom Inputs
Collect files, notes, or custom fields directly inside the quote builder flow.
Build-Your-Own-Quote Adventure
Create flexible quote paths based on products, services, or customer types.
Enforced Data Collection
Require specific fields before quotes can be generated — so nothing critical is missed.
Pre-Configured Paths for Common Scenarios
Set up guided flows for popular configurations, recurring models, or service packages.
Guided Selling That Does the Heavy Lifting
Give your team a quoting experience that thinks ahead. Guided Selling uses smart prompts and built-in rules to collect the right info, attach the right files, and build the right quote — all while staying aligned with your sales process.
Finally, CPQ for HubSpot That Just *Clicks*
Quotivity extends HubSpot with truly native CPQ, embedding advanced quoting controls directly into your existing deal workflows so your team can manage pricing, approvals, and margins with confidence.
Want to learn more? Let’s talk! Start your journey towards smarter, seamless quoting inside HubSpot.
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