What's New in Quotivity, May 2026
May was the month quoting stopped needing a human in the loop.
Read MoreMay was the month quoting stopped needing a human in the loop.
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A prospect fills out a form on your website. Within seconds, they have a quote in their inbox, configured for their specific situation, priced...
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...
The right product questions, asked at the right time. Dynamic Property Sets ensures nothing gets missed between the quote and the handoff.
Following hot on the heels of our Quotivity Templates release, we had another big month of improvements to Quotivity. New features across e-sign,...
Quote approvals have been part of Quotivity since day one. From the beginning, it was clear that manufacturers needed real control over their...
Pricing changes are inevitable—new packages, annual increases, promotional windows, contract renewals, you name it. But updating pricing shouldn’t...
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...
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...
Most companies don’t decide to build complicated approval workflows. It just happens.