How Quotivity Helps You Get More from HubSpot

Built for HubSpot from the ground up, Quotivity unifies your data and sales processes and gives your team the guidance and guardrails they need to get the most out of HubSpot.

Why do you need HubSpot AND Quotivity?

HubSpot is your revenue engine, but configuring product bundles, enforcing guardrails, and managing approvals on quotes can slow teams down. Quotivity sits natively inside HubSpot, streamlining how you build, control, and approve quotes and orders so your reps can move faster and sell with confidence.

A truly native HubSpot quoting experience: built in, streamlined, and hassle-free

Quotivity is built directly with HubSpot’s design system, so the experience feels like a natural extension of the platform itself.

For your reps, nothing changes — they stay in HubSpot, working the way they always do, without feeling like they’ve stepped into a separate tool.

That’s what truely native feels like.

Here's how it works:

Rules Engine

Stay on top of compliance with automated rules. Precise, hassle-free, and always in line with company policy.

Advanced Approvals

Transform your quoting process with the approval controls your company needs — because who likes waiting?

Price Books

Streamline quoting by ensuring only the right products are added to the right quotes, at the right price.

Product Bundles

Use a single product for multiple SKUs, streamlining packaging, pricing, and ensuring robust data and a smooth customer experience.

Enhance Your HubSpot Portal with Quotivity

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STANDARD HUBSPOT

No Rules or Controls in Quotes

Users have (mostly) open access to most HubSpot's standard Quote features, making it difficult to enforce consistency, prevent errors, and maintain control over the quoting process — leaving your quotes vulnerable to mistakes.

Pricing

Users can set any line item price they wish.

Discounts

Users can add a 100% discount to any line item.

Product Access

Users have access to the entire Product Library in their HubSpot instance, with no further guidance provided about bundling/grouping SKUs for particular sales.

HUBSPOT + QUOTE•HAPILY

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

Create pricing strategies and build workflows that truly fit your business by creating complex rules from any HubSpot data, including Custom Objects— so everything works just the way you need it to.

HUBSPOT + QUOTE•HAPILY

Set outcomes based on individual rules to ensure your process is delivered as designed, every time.

Ensure your workflows run smoothly by setting specific outcomes for each rule, giving you full control and consistency in every step — from pricing to approvals and beyond.

STANDARD HUBSPOT

Limited Flexibility with Approvals

Approvals for all quotes are either fully on or completely off, with no option to require approvals for only certain quotes.

This rigid setup can bottleneck your sales process, add unnecessary workload to your deal desk, or worse — leave the door wide open for errors.

Plus, only one approver can be assigned, with no access to their approval history or activity — a critical gap in accountability and tracking.

HUBSPOT + QUOTE•HAPILY

Flexible Workflows for any Scenario with Advanced Approvals

Leverage Quote Rules and HubSpot Workflows to handle approvals for any scenario — auto-approve certain quotes, route others to finance, and even set up sequential or first-to-approve processes with ease.

Detailed Quote Activity audit trails offer full visibility into every step of the approval process, complete with timestamps and approver names.

Flexible Workflows for any Scenario with Advanced Approvals

STANDARD HUBSPOT

Basic Product Folder Structure Limits Scalability

Product organization is restricted to single folders and text-based search, making it difficult to manage large product libraries and increasing the risk of sales rep errors.

HUBSPOT + QUOTE•HAPILY

Tailored Pricing, Every Time with Price Books

Make sure your reps sell the right product to the right customer at the right price. Single products can even be customized with different prices and rules across multiple price books.

STANDARD HUBSPOT

Simple Products Don't Support Advanced Pricing Options

HubSpot products are WYSIWYG — meaning what’s in the CRM directly mirrors what appears on the Quote, leaving no flexibility to bundle or further itemize offerings.

Simple Products Don't Support Advanced Pricing Options

HUBSPOT + QUOTE•HAPILY

Streamlined Options to Sell More with Product Bundles

Represent multiple SKUs with a single product, streamlining packaging and pricing while keeping your internal data accurate and your customer experience seamless.

Finally, CPQ for HubSpot That Just Clicks

quote•hapily doesn't just connect to HubSpot — it's a natural extension of it, merging complex CPQ functions seamlessly within your existing workflows giving you more control over your quoting process than ever before.

How Quotivity Helps You Get More from HubSpot

Why do you need HubSpot AND Quotivity?

A truly native HubSpot quoting experience: built in, streamlined, and hassle-free

Here's how it works:

Rules Engine

Advanced Approvals

Price Books

Product Bundles

Enhance Your HubSpot Portal with Quotivity