Calculated pricing removes guesswork from every quote, putting flexible formulas to work for your team instead of slowing them down.
Why Use Calculated Pricing?
Field-Driven Formulas
Create dynamic formulas that pull data directly from fields on related objects like companies, deals, or line items. Build smarter quotes that adapt to your CRM data.
Dynamic Pricing
Empower your sales reps to enter specific values you define and watch the system calculate prices instantly based on admin-defined formulas.
Quote-Specific Pricing
Handle even the trickiest requirements: add onboarding as 15% of the total software value, ensure gross margin targets are met, and much more.
How Calculated Pricing Works:
1. Build Your Formula
Use the Price Builder to set up your calculation logic. Select products, choose fields, apply operators, and define the formula that fits your pricing strategy.
2. Assign to Products
Assign your calculation to products across pricebooks and watch your calculations update automatically based on the pricing formula you’ve configured.
3. Manage Volume Pricing
Easily manage volume or bulk pricing — whether you’re offering discounts for big orders or fine-tuning rates for smaller ones, volume pricing has you covered.
Pricing table based on number property
Pricing table based on dropdown property
4. Dynamically update line items
Pricing Tableslet you set prices that shift automatically based on what your reps select — whether it’s a size, a tier, or a custom number they punch in. Drop in your ranges, lock in your logic with rules, and watch your line items update on the fly.
5. See It in Action on Your Quote
When it’s time to generate a quote, calculated pricing does the heavy lifting for you. The final quote reflects your tailored pricing with every detail automatically calculated.
Calculated pricing view on Quote Builder
Pricing table view on Quote Builder
FREE GUIDE The Essential Guide to Mastering Calculated Pricing Inside HubSpot
Industries that thrive with smarter, formula-driven quotes:
Contractors & Construction
When quoting materials like lumber, cement, or paint, calculated pricing factors in quantity, size, and market rates, ensuring accuracy and competitiveness.
HR, Payroll, Benefits, & Workforce Management
Automatically calculate PEPM pricing based on company fields or any other value in your CRM to calculate the right price every time.
Event Planning Services
From venue rental costs to catering per attendee, calculated pricing ensures you’re quoting based on real-time headcounts and other event-specific factors.
Professional Services
From venue rental costs to catering per attendee, calculated pricing ensures you’re quoting based on real-time headcounts and other event-specific factors.
Manufacturing & Wholesale
Scale automatically with volume discounts, material costs, and shipping charges, keeping quotes aligned with fluctuating operational expenses.
Subscription-Based & SaaS Businesses
Calculate prices based on tiers, user counts, or add-ons, ensuring every subscription quote aligns with your customer’s unique needs.
Logistics and Transportation
Factor in variables like weight, distance, delivery speed, and more, creating quotes that reflect the unique demands of every shipment.
Retail & E-Commerce
Automatically adjust pricing for bulk orders, apply location-specific shipping rates, or calculate discounts based on cart totals.
Take the Guesswork Out of Calculations for Reps
Whether you’re handling bulk orders, tailoring services, or working through complex, industry-specific requirements, calculated pricing keeps every quote accurate, consistent, and ready to send.
CPQ Built for HubSpot That Just Works
Quotivity isn’t bolted onto HubSpot—it’s built into it, bringing advanced CPQ capabilities directly into your existing deal workflows so you gain tighter control and clarity across every quote.
Want to learn more? Let’s talk! Start your journey towards smarter, seamless quoting inside HubSpot.
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