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 correctly, with the right terms, ready to sign.

No rep touched it.

No one reviewed the configuration.

The quote is right because your rules made it right.

The difference is Quotivity’s rules engine. It doesn’t generate a quote template — it makes every decision a rep would make, using everything already in your CRM, in the time it takes you to read the subject line.

The full picture your CRM already has

Most automated quoting tools treat every prospect the same. Quotivity doesn’t. When a workflow triggers quote creation, the rules engine evaluates the full context available in HubSpot — not just the form submission that fired the trigger, but the customer’s complete history: past purchases, contracted pricing, open support cases, deal properties, contact attributes.

A returning customer with a volume discount gets it applied automatically. A customer with an open support issue can be flagged or routed differently. A new prospect who indicated a specific product interest on a form gets a quote built around that interest.

For net-new leads with no CRM history, you don’t have to start blind either — use HubSpot’s Smart CRM to automatically enrich a new contact’s record — company size, industry, firmographic data — the moment they submit a form. By the time Quotivity’s rules engine runs, there’s enough context to make intelligent decisions about that lead too.

The quote reflects what you know, not just what was submitted.

What the rules engine does with that context

This is where the automation earns its keep. Based on the rules you’ve configured, Quotivity can:

• Add the right line items for the customer’s situation
• Update specific line item properties — quantities, pricing, terms
• Swap a bundle line item for the right variant
• Add optional add-ons appropriate to the deal
• Set signature options and enable e-signature for deals ready to close
• Apply the right legal terms
• Set the correct quote template
• Apply contracted discounts for existing customers

Every one of those decisions runs against your rules, not a rep’s memory — and not one-size-fits-all. The output is a quote that looks like your best rep built it — because the logic they follow is now codified and running automatically.

Routing handles itself too

Some customers have Quotivity create the new quote and notify sales reps to review it. Other customers take it a step further and submit it for approval. Other customers take it all the way and enable e-signature on the quote and deliver it to their buyer within seconds of them hitting that submit button.

Either way, no deal disappears into a void. No approval gets lost in someone’s inbox.

Availability and pricing

This feature is currently in Beta and available to all Enterprise customers — no additional setup or licensing required.

As we move out of Beta, we’ll be introducing usage limits on CPQ plans and licenses for higher usage tiers. We’ll communicate those changes well in advance.

In the meantime, we want to hear from you. What are you building with this? What use cases are you solving? Reach out to your account team or email support@quotivity.com — it directly shapes where we take this next.