Ryan Huff

What's New in Quotivity, May 2026

May was the month quoting stopped needing a human in the loop.

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From Form Submission to Signed Quote: Hands-free

A prospect fills out a form on your website. Within seconds, they have a quote in their inbox, configured for their specific situation, priced...

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Your Reps Aren't Engineers. Stop Asking Them to Quote Like One.

A rep starts a quote and immediately opens up a spreadsheet (that they mostly trust) with a matrix that specifies which products are compatible with...

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Capture every detail. Quote at full speed.

The right product questions, asked at the right time. Dynamic Property Sets ensures nothing gets missed between the quote and the handoff.

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April Product Updates: e-Sign, Smarter Approvals, and a Better Quoting Experience

Following hot on the heels of our Quotivity Templates release, we had another big month of improvements to Quotivity. New features across e-sign,...

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The New Quote Review Screen: Faster Approvals, Better Decisions

Quote approvals have been part of Quotivity since day one. From the beginning, it was clear that manufacturers needed real control over their...

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Announcing Price Book Effective Dates in Quotivity

Pricing changes are inevitable—new packages, annual increases, promotional windows, contract renewals, you name it. But updating pricing shouldn’t...

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Announcing support for HubSpot line item tax rates in Quotivity

Taxes are one of those quoting details that are easy to underestimate—until they’re wrong. Today we’re introducing support for HubSpot line item tax...

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Smarter bundle configurations: “Swap Bundle Option Product” outcome

Reps shouldn’t have to memorize product compatibility matrices—or click endlessly just to get the right option into a bundle when they already know...

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The underrated feature that keeps approvals sane: Approval Queues

Most companies don’t decide to build complicated approval workflows. It just happens.

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