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Keep Your Quotes Compliant with YOUR Custom Rules

Give your team a guardrail-driven rules engine that protects margin, enforces your pricing policies, and keeps every quote aligned with the way you run your business.

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Why Use Custom Rules for Quotes?

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Zip Through Approvals

Automatic Approvals streamline your workflow, cutting wait times and ensuring faster decision-making and keeping sales momentum high.

Speed to Signature

Speed to Signature

Get those quotes into inboxes faster, so you can focus on bringing in revenue instead of twiddling your thumbs waiting for the back office to hit send.

Enhanced Compliance

Enhanced Compliance

Ensure every approval meets your standards with advanced controls that maintain compliance and accountability throughout your sales process.

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Build complex rules from any HubSpot data, including Custom Objects.

Design pricing strategies and automate workflows that match how your business actually sells—using complex rules driven by any HubSpot data, including Custom Objects—so your quoting process runs exactly the way you need it to.

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Set specific outcomes for each rule so your quoting process runs exactly the way you designed it, every time.

Define clear outcomes for every rule so your workflows stay predictable and controlled at every stage—from pricing and discounts to approvals and handoffs.

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Prompt reps for the right details at the right time — driven by your rules.

Make key fields—like service date, PO number, billing frequency, or on-site contact—mandatory while reps build the quote, driven by product selection, deal size, or any custom logic you define. No chasing, no cleanup—just complete, reliable data from the start.

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Finally, HubSpot-Native CPQ That Just Works

Quotivity isn’t just connected to HubSpot—it’s built into it, bringing advanced CPQ directly into your existing deal workflows so you can run a more controlled, consistent quoting process every time.

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Want to learn more? Let’s talk!
Start your journey towards smarter, seamless quoting inside HubSpot.