Got a mess of product libraries and price books to juggle? Handle them all directly in HubSpot for seamless adoption and rock-solid consistency.
Enforce Quote and Pricing Policies with Ease
Establish discount guidelines, create validation rules, and set up a streamlined approval process — equipping users to easily generate quotes while maintaining compliance with pricing strategies.
Speed Up Back-Office Processes with Powerful Quote Approvals.
Transform your quoting process with structured approval controls that keep deals moving—without unnecessary delays.
Why Do You Need Powerful Quote Approvals?
Zip Through Approvals
Control which quotes require review—and which can go straight out the door. Configure clear rules so low-risk quotes move instantly, so your deal team can focus where they’re needed.
Multi-Stage Approvals
Quotivity makes it easier than ever to guide your quotes through multi-stage and parallel approvals and through different teams.
Enhanced Compliance
Ensure every approval meets your standards with advanced controls that maintain compliance and accountability throughout your sales process.
1. Generate Quote
Use Quotivity to generate your customer's quote in an easy-to-use interface that looks and feels exactly like HubSpot.
2. Trigger Approval Flow
You can set up conditional Quote approvals and determine which approval processes a quote needs to go through based on logic you manage in Quote Rules.
Eliminate complex workflows that always seem to break and centralize these rules in one place.
3. Review the Quote
Approvers are notified instantly and can see every detail of the quote and the history of approvals it has received.
4. Send Quote
Once the quote is approved, send it to your customer for review and e-signature—no extra steps required.
Quotivity supports e-sign and Commerce Hub quote payments.
Approval Workflows That Move at the Speed of Sales
Quotivity routes approvals automatically based on your rules, so quotes stay compliant, the right stakeholders stay informed, and deals keep moving without the back-and-forth.
Finally, HubSpot-Native CPQ That Just Works
Quotivity isn’t bolted onto HubSpot—it’s built to live inside it, embedding advanced CPQ directly into your existing deal workflows so you gain precise, end-to-end control over every quote.
Want to learn more? Let’s talk! Start your journey towards smarter, seamless quoting inside HubSpot.
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