Just say "no" to manual work. Use guided automation that handles pricing, rules, and approvals—so your reps stay focused on moving deals to “closed won.”
Why Use Quote Automation?
Faster Quotes, Faster Deals
No more manual line items, calculations, or adjustments. With automation, your quotes build themselves — so you can get back to closing deals.
No More Mistakes
Built-in automation ensures fees, taxes, and discounts are applied correctly, keeping every quote compliant and every deal profitable.
Auto-Applied, Always Accurate
From auto-applied fees to structured discounts, every quote follows your rules — eliminating inconsistencies and keeping margins intact.
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.
Fees? Taxes? Done. No surprises, no stress.
Auto-apply processing fees, service charges, and taxes without breaking a sweat — because no one likes doing math by hand.
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.
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.
Want to learn more? Let’s talk! Start your journey towards smarter, seamless quoting inside HubSpot.
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