Automated Quoting in HubSpot for Faster, More Accurate Deals
Quotivity helps your team move past manual quoting with automated quoting workflows that handle pricing, rules, discounts, taxes, and approvals directly inside HubSpot.
Why Use Quote Automation?
Faster Quotes, Faster Deals
Use dynamic quoting to adjust pricing, discounts, fees, and product rules based on the deal, customer, region, or quote details your team already tracks in HubSpot.
No More Mistakes
Built-in price screening helps flag quotes that fall outside your pricing rules, discount limits, or margin requirements before they reach the customer.
Auto-Applied, Always Accurate
From auto-applied fees to structured discounts, every quote follows your rules — eliminating inconsistencies and keeping margins intact.
Automated Quoting That Keeps Pricing Under Control
Fast quotes only help if the numbers are right. Quotivity uses pricing rules, discount controls, approval logic, quote expiration dates, and price screening to help reps build quotes that protect margins and keep deals moving.
That means fewer pricing mistakes, fewer approval delays, and less cleanup for RevOps and finance.
Add line items in a flash — no manual entry required.
No more hunting through spreadsheets or copying product details. Pull in items directly from your library and build quotes in seconds.
Need to test new packaging, regional pricing, or discount rules? Quotivity gives teams a controlled way to manage price experimentation without letting reps create one-off pricing in spreadsheets.
Fees? Taxes? Done. No surprises, no stress.
With automation pricing rules, reps don't have to calculate fees, apply discounts, or check pricing policies by hand.
Quotivity applies the right logic automatically so every quote follows your process.
Whether it’s state, local, or VAT, taxes are calculated and applied instantly, so every quote stays accurate and audit-ready.
Discounts that apply themselves — so you don’t have to.
Set percentage or fixed discounts to auto-apply based on your rules, ensuring every deal is competitive without cutting into margins.
Add entire collections at once —because quoting should be quick.
Selling bundles? Drop in multiple items with one click instead of building line by line—because time is money.
Locked-In Logic for Line Items
Automatically update product fields and outcomes based on rule logic so every line item lands exactly how it should, without the manual cleanup.
Keep Quote Terms Clear
Set a quote expiration date so customers know exactly how long pricing is valid and reps don't have to chase down old, outdated proposals.
Finally, CPQ for HubSpot That Just *Clicks*
Quotivity lives inside HubSpot, extending it with powerful, built-in CPQ so your reps can create accurate, controlled quotes directly from the workflows they already use.
Frequently Asked Questions about Automated Quoting
What is automated quoting?
Automated quoting uses rules, pricing logic, product data, discounts, taxes, and approvals to help reps create accurate quotes without manual calculations or spreadsheet work.
How does dynamic quoting work in HubSpot?
Dynamic quoting adjusts quote details based on deal data, product selections, customer type, pricing rules, and approval requirements inside HubSpot.
Can Quotivity help with quote expiration dates?
Yes. Quotivity helps teams control quote terms, including quote expiration dates, so reps and customers know when pricing is valid.
How do I schedule a CPQ demo?
You can schedule a CPQ demo right here with Quotivity to see how automated quoting works inside HubSpot.
See automated quoting inside HubSpot Schedule a CPQ demo and we’ll show how Quotivity helps reps build accurate, controlled quotes without spreadsheets or manual pricing checks.
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