Quotivity Blog

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Price the quote from the cost you already have

Make-to-order shops price from a cost, and from a markup the business already agreed to. The list price is whatever that math says after the latest cost sync.

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Product Releases: September Wrap Up

Here's what shipped and which plans each one is on. Ramp Pricing and Deal fields are the only Enterprise plan item, and the rest reach every plan.

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Syncing HubSpot Contracts and Quotes - Easier than you think!

An equipment maker sells a bottler one packaging line. Partway through the term, the bottler calls back. Two more lines are going in, and they want...

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Product Releases: August Wrap Up

Three changes from August for whoever maintains your Quotivity setup. Two of them, BLANKVALUE and bundle member summaries, are on the Enterprise...

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Multi-period ramp pricing

Available now on the Enterprise plan. Ramp Pricing builds a period for each step, and each period keeps its own discount and quantity. HubSpot's...

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Your Pricing Formulas Can Now Make Decisions

Calculated Pricing supports FUNCTIONS starting today. Quote rules can set a line item property with a formula too. Here's how to build both.

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Ramp Pricing: Your 3-Year Deal Shouldn't Need a Spreadsheet to Quote

Multi-Period Ramp Pricing is live on Enterprise. Set your periods and your discounts, and Quotivity builds the rest of the ramp for you.

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Nobody Asks for CPQ. They Ask Why the Quote Took Three Days.

I've heard more than one partner consultant say that CPQ doesn't come up with clients. The need comes up constantly. It just shows up wearing...

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Guided Selling

Introducing Guided Selling

Guided Selling is here! Turn your pre-quote discovery into a Flow your reps run inside HubSpot — and hand off to an automated quote when they're...

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How HubSpot Partners Are Building Recurring Retainer Revenue

How HubSpot Partners Are Building Recurring Retainer Revenue

A partner principal described her book of business this way: "Every client we have is one complexity spike away from calling Salesforce." She wasn't...

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