Quotivity Services

Your quoting, fixed. Even if the fix isn’t us.

We built a CPQ app for HubSpot. Now our team will set up your quoting, move it off spreadsheets, add the rules it’s missing and train your people on it. With Quotivity, or with HubSpot’s native tools when those fit better.

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✓ No audit required to start ✓ Native HubSpot or Quotivity
✓ Done by the team that builds the app

Quote approved: discount inside the cap, sent

A sales operations lead working through a pricing problem at her laptop

Most quoting problems aren’t software problems.

Buying another tool rarely fixes a messy quote. The mess is usually in how the tool you have was set up. That’s the part we fix.

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A product library nobody trusts. Reps keep their own price list in a spreadsheet because the one in HubSpot is out of date.

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Discounts nobody checks. A deal closes at a margin finance finds out about at month end.

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Approvals that live in someone’s head. Quotes wait on a Slack message to one person who’s on vacation.

01

Set up

Get quoting working the way your sales process actually runs.

Native HubSpot quoting setup

Products, templates and approvals in HubSpot’s own quoting tools, set up so reps stop working around them.

Quotivity implementation

Four to six working sessions over about four weeks. You build it with us beside you, so your team owns it when we’re done.

Product library and price books

One clean catalog with the right SKUs, prices and currencies. Every quote pulls from it, so it has to be right.

Quote templates

Branded templates that show buyers what they’re paying for and why, so a big number doesn’t stall the deal.

02

Migrate

Move your pricing logic into HubSpot without dragging the workarounds along.

Spreadsheets to CPQ

We translate your pricing spreadsheet into rules instead of copying it cell for cell. The logic moves over. The workarounds don’t.

Switching from another CPQ tool

Coming from DealHub, PandaDoc or something built in-house? We map your products, rules and templates and move them over.

Legacy quote template migration

Still on HubSpot legacy quote templates? We rebuild them on current Quotivity templates while there’s no deadline forcing it.

03

Extend

Add the guardrails and logic that keep quotes accurate as you grow.

Approvals and discount guardrails

Discount caps, margin floors and approval routing, so a 30% discount can’t go out without the right person signing off.

Bundles and product rules

Bundles and compatibility rules, so reps can’t quote parts that don’t work together.

Guided selling

A short set of questions that builds the right quote, so a new rep quotes like your best one.

Contracts and renewals

HubSpot contracts and renewal quotes set up from the quote itself, on the Enterprise plan.

04

Train and support

Make sure your team can run it without us.

Rep training

Hands-on sessions using your own deals instead of a generic demo.

Admin training

Your RevOps owner learns to change rules, prices and templates without opening a ticket.

Ongoing quoting support

Hours each month for new products, price changes and the questions that come up after launch.

Not sure where to start?

The Quoting Audit tells you what to fix first.

You send us your quoting process, past quotes and pricing data.

A few weeks later you get a written report: where revenue leaks, what it costs you and our recommendation. Sometimes that’s native HubSpot. We’ll say so.

Book a Quoting Audit

Quote Q-2500 ✓ APPROVED

Quoting Audit Process review, past quotes, written report	$2,500
Credit toward the fix Applied when you hire us for the fix	−$2,000

Net cost if you hire us

$500

We’ll tell you if you don’t need us.

Sometimes HubSpot’s native quoting is the right answer. When it is, we’ll say so, and we’ll set it up for you. We’d rather fix the problem than force a sale.

Either way, you work directly with the people who build Quotivity. The same team answers whether the fix is our app or HubSpot’s native tools.

A team working through quotes together around a table

1

Tell us how you quote today

A call with our team about your products, your pricing and where quotes get stuck.

2

Get a scope and a price

We write down what we’ll do, what you’ll own and what it costs before any work starts.

3

Build it together

We work in your HubSpot portal with your team in the room, so nothing is a black box when we leave.

Sales

Wants to send the quote today without asking anyone what something costs.

RevOps

Owns the setup, and wants to change a price without rebuilding three templates.

Finance

Needs to trust the number on the quote before the deal closes, not after.

Not ready to talk?

Run your own numbers first. The quote cost calculator takes five minutes and doesn’t ask for your email.

Try the calculator

Talk to the team

Tell us how you quote today.

We’ll tell you which service fits, or whether you need one at all.