Built for HubSpot. Only HubSpot.
One CRM, no other versions of this product. Quote data lands on HubSpot's records as reps build it.
5.0 across 18 reviews on the HubSpot marketplace.
What does HubSpot-native mean for a CPQ app?
Quotivity is a HubSpot-native CPQ app, and native here is a storage question. The deal exists first; the quote a rep builds on it is a HubSpot quote, with HubSpot line items. Those are the only copies. Nothing waits in a database we own for a sync. Run a report five seconds after a rep saves and it's there.
Plenty of quoting tools connect to HubSpot. Connecting means a copy of your quote lives somewhere else and arrives in your portal on a schedule. Ask any vendor where the line items are stored. That one answer sorts the category faster than a feature grid will.
One CRM, and what that choice costs us
The abstraction layer nobody advertises
Sell the same product into four CRMs and you end up maintaining a layer of your own, built to whatever all four can agree on. That layer is real engineering. It holds up. It also sets a ceiling, because a feature reaches your portal only in the shape the layer can carry.
We don't have one. Quotivity is written straight onto what HubSpot ships: its objects, its properties, its associations and its line items. When HubSpot changes something in quoting, the only question on our side is how fast we pick it up. There's nothing in between to renegotiate first.
Where a one-CRM bet hurts
It hurts if you leave. There's no migration path to a Salesforce edition of Quotivity, because there is no Salesforce edition, and building one would mean building the layer we just described. Your quote data survives that decision — it sits on HubSpot records in your portal whether or not we're still in the picture. The configuration doesn't survive it. You'd rebuild that wherever you land.
Standard HubSpot, and HubSpot with Quotivity
HubSpot's native quoting handles ordinary quotes on its own, and this page isn't going to pretend otherwise. The rows below are the specific places a configurable product runs into the ceiling of native quoting as it ships today. Everything in the right-hand column writes back to the same HubSpot records.
| HubSpot on its own | With Quotivity | |
|---|---|---|
|
Where quote data is stored
|
HubSpot records
|
HubSpot records
|
|
Where a rep builds the quote
|
HubSpot
|
HubSpot
|
|
Where an admin configures pricing logic
|
HubSpot settings
|
Quotivity Studio
|
|
Options inside one product that rule each other out
|
No
|
Compatibility Rules, enforced while the rep configures
|
|
Discovery answers written back onto the deal
|
No
|
Guided Selling Flows
|
|
A different pricing formula per price book for the same product
|
No
|
Calculated Pricing Overrides (Enterprise)
|
|
Billing and payments
|
HubSpot Payments and invoicing
|
Unchanged
|
HubSpot native quoting as published. "No" means not part of native quoting today. Enterprise is a Quotivity plan.
Three gaps, and what closes each one
Three rows above say No. Each one has a name on our side, and each one stops a mistake that otherwise reaches a customer.
Compatibility Rules: Stop the wrong product before it gets a price
What it replaces: the list of forbidden pairs in a pricing guide, and the one person who knows all the rules.
The failure it prevents: the wrong product. Not the wrong price — the invalid configuration that engineering finds a week later, after the customer already has the number. The rule holds while the rep is still building.
Who stops waiting: the rep. Finding that person is no longer step one.
Guided Selling Flows: Remove the part of discovery that depends on which rep runs it
What it replaces: the blank quote screen a rep opens on the deal, and the months it takes them to learn which questions belong on it.
The failure it prevents: the skipped question. A rep hired Monday reaches the same answers as a rep nine years in.
Who stops waiting: the new rep. The quote goes out without a manager sitting next to them.
Calculated Pricing Overrides: Keep a stale price off the quote
What it replaces: four copies of the same product, one per segment, and the spreadsheet that recalculates all four after every price change.
The failure it prevents: the stale price. The formula runs off whichever price book the quote is already assigned, so nobody has to remember which number this customer is on.
Who stops waiting: finance, who gets the segment price without checking it by hand.
Reps stay in HubSpot. Admins go to Quotivity Studio.
This is the sentence people wish they'd heard on call one. A rep builds a quote on the deal record, inside the portal they already had open, and never sees a Quotivity screen. An admin does. Price books and Guided Selling Flows are configured in Quotivity Studio, a separate console with its own login. Pricing rules and calculated-pricing formulas live there too.
So there's no "everything happens inside HubSpot" promise on this page. Configuration sits next door. The quote gets built in HubSpot, and the data lands on HubSpot's records either way.
You'd find this out in the demo anyway, and that's an expensive place to learn it.
How this gets into your portal
1. Install the app into the portal you already have.
It comes from the HubSpot marketplace. There is no second system to stand up, and no separate account for your reps.
2. We put your rules in Quotivity Studio.
Bring the price books, the option combinations you don’t sell, the discount policy, and the person who can explain all three. Weeks from kickoff to a quote you can send.
3. Reps quote on the deal record.
A rep opens the deal, answers the questions, and sends. The quote and its line items are HubSpot records from the moment they save.
Where the quote goes after a rep sends it
A quote that is already a HubSpot record keeps working after a rep sends it. You don’t go anywhere else to find it. Whatever you have already built in HubSpot on top of quotes runs off the same record.
You might not need this
Open your last ten quotes and read the line items.
If a rep could have built every one of them by picking four products off a single list and hitting send, native HubSpot quoting already does that job. Professional starts at $5,000 a year for five users, and most of what that buys is configuration depth you'd never switch on.
What it does, what it doesn't
It does: put the quote and its line items on HubSpot records, so a report or a workflow can read them with no sync in between. Keep reps on the deal record for the whole build. Stop the option combinations you don't sell, while the rep is still configuring. HubSpot Payments and invoicing are untouched.
It doesn't: move configuration into HubSpot; price books and Flows belong to Quotivity Studio and stay there. Loop or nest one configuration inside another; a Guided Selling Flow branches, but it can't call itself and it can't sit inside another Flow. Come with you to a different CRM.
This one is about price books, and about what changed for reps once the compliant quote was also the fastest one to build:
Sales reps are incentivized to stick to price book because they can get their deal out the door much faster.
Renée Durrance
Senior Director of Business Systems, Aptarro
Common questions
No. HubSpot builds HubSpot. We're a different company; you install our app into your portal from the marketplace, and you can remove it the same way.
No. The app runs on HubSpot objects and has no other target. If your CRM decision is still open, make that call first and come back to this one.
Ask whoever is presenting to build a quote, then open a HubSpot report or a line-item list and find it. If the data is there straight away, it's on HubSpot's records. If a vendor needs to talk about sync windows before you can see it, that answers the question too.
No. A rep opens the deal in HubSpot, builds the quote there, and is done. The Quotivity Studio login belongs to whoever maintains your price books and Guided Selling Flows.
You keep it. The quotes and their line items were HubSpot records the whole time, sitting in your portal under your HubSpot license. What goes when the app goes is the Quotivity Studio configuration: the price books and Flows your admin set up there.
No. Quotivity builds the quote and stops at the quote. Collection is a separate job and it stays where it runs today, HubSpot Payments and invoicing included.
Pick the product your reps hate quoting
Bring that one, not the one that demos well. We'll build a quote on it and then run a HubSpot report against the result while you watch.