December was a big month for Quotivity! Alongside a couple of major new capabilities, we shipped a wide range of improvements that make quoting faster, clearer, and more reliable—especially for teams working with large catalogs, complex products, and automated quote logic.
🔍 Advanced Product Search
We introduced Advanced Product Search, giving users far more control when working with large or highly customized product catalogs.
You can now:
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Filter products using multiple text and dropdown fields
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Combine advanced filters with keyword search
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Save and reuse common filter combinations across your account
This makes finding the right products significantly faster in both the admin experience and the quote builder.
🧩 Improved Product Variant Pricing Experience
We also delivered a major upgrade to how product variants are selected and priced in quotes.
Instead of choosing from a single SKU dropdown, variant products can now guide users through each option step-by-step (for example, size, color, model), automatically ensuring:
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Only valid combinations are selectable
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Pricing updates instantly as options change
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Complex variants are easier to understand and configure
This dramatically improves clarity and accuracy when selling configurable products
⚡ Performance, Scale, and Reliability Improvements
Beyond headline features, December included substantial work behind the scenes to improve performance and scalability:
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Better handling of large product catalogs (50,000+ products)
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More efficient background job processing, reducing unnecessary delays and interruptions
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Improved reliability when working with complex rules, bundles, and variants
These changes help ensure Quotivity stays fast and responsive as your data and automation grow.
🧭 Quote Builder & Usability Enhancements
We shipped a collection of smaller, but meaningful, "Quality of Life" usability improvements that add up to a smoother day-to-day experience, including:
Ability to edit long text and rich-text fields on line items
If you need to edit the Product Description or Product Features line item properties, just click and it'll open a large editor to make the job easy.
Floating line item column headers
Now as you scroll down the page, we'll move the header out of the way and keep the columns visible. No more scrolling back up to the top to remind yourself which field you're editing.
Visibility to key revenue metrics
TCV, MRR, and ARR now show in the Quote Summary. More in this area coming soon.
Smarter Bundle Swapping
Now when you swap one product for another, it'll remember the quantities and other details you'd entered in already.
🎄And more...
"Mark as Signed" action from the Quote list
You can now "Mark as Signed" any Published quote (with space for a written signature) and we'll update the signing status on the quote and copy those line items to the deal.
"Published Quote" event updates
Every time a quote is published, Quotivity will send an event to the Deal called "Published Quote." It tells you when a quote was published, of course, but the event also carries data with it that you can use in workflows. Right now that data includes the Published Quote URL, but we'll be adding more.
One-time Discounts are copied to the Deal
When you publish a Quote — and when it's signed — we replace the line items on the Deal with the line items from the Quote. We also add the one-time discounts to the Deal. Now... You can't see them (don't ask me), but they ARE there, and you can see them in the API and use them in your billing system.
Sign-in with HubSpot
This is an obvious one, but we finally added the ability for users (HubSpot Admins) to sign into Quotivity with their HubSpot credentials.
Looking Ahead
December capped off a very strong end to the year and laid important groundwork for what’s coming next. In January, we’ll continue building on these improvements with more customer-requested enhancements, deeper automation capabilities, and continued focus on performance and scale.
As always, thank you for the feedback that helps shape what we build.
