Quotivity Blog

Compatibility Rules Just Got a UI. Introducing Product Configurator

Written by Quotivity | Jul 29, 2026, 9:23:03 PM

Quotivity shipped Compatibility Rules on June 6, 2026. It's the logic that stops a rep from selecting product options that don't belong together.

Quotivity's new Product Configurator streamlines the process of configuring your products so you can do it on one screen — no more clicking back and forth. Pick a base product, and the valid options are what's available to pick. Invalid combinations are removed from the options you're able to select.

Here's what that changes, and what it doesn't.

What Product Configurator does

It turns your product logic into a one-step, graphical build a rep can click through without reading a training doc first. Bundles, variants, compatibility rules, add-ons, and quantity constraints all live inside that one build now, not in a rep's head. Configure a base unit, and the add-ons that don't fit it disappear from the list instead of sitting there waiting to break a quote later.

Product Configurator doesn't replace the system underneath it. It's a streamlined UI for reps that sits on top of your Bundles, Compatibility Rules, and product properties. It's an interface, not a new rules engine.

Get a demo and configure a bundle from your own product catalog.

The configuration experience Salesforce CPQ switchers expect is now part of Quotivity

Some of the people reading this aren't on HubSpot's CRM yet. They're running Salesforce for CRM and Salesforce CPQ for quoting, and a move to HubSpot has been on the table for a while. What's held them back usually isn't the CRM. It's the assumption that HubSpot can't configure products at the level Salesforce CPQ can.

That assumption predates this release. It doesn't survive it.

Product Configurator isn't a first attempt at product configuration in HubSpot. It's the visual layer on a system that's already shipped and been in use: Compatibility Rules went live June 6, 2026, and bundle-option-swap logic went live February 20, 2026. Both are part of Configurable Products, one of the four systems in Quotivity's Four-System Fix. Neither is new with this release. This release just makes them visible.

Customers already describe the rules engine in terms that answer the Salesforce CPQ question directly. Greg, Director of Sales, called it "extremely simple to set up, and a tremendous amount of features to simplify our advanced CPQ process." J. put it more plainly: "The rules engine is robust and intuitive, and it just WORKS."

To be clear about scope: this isn't a fifth system, and it doesn't change what Configurable Products, Guided Selling, Calculated Pricing, or the Rules Engine already do. What changed is that the configuration piece of that stack now has a screen a rep can use on day one.

If a CRM move to HubSpot has been sitting on your list because of a quoting-capability question, that question now has an answer you can see in a demo instead of taking on faith.

Get a demo

FAQ

What is a product configurator? It's the part of a quoting tool that encodes which product options, bundles, and add-ons are valid together, so a rep can't build a quote for a combination that doesn't exist. Quotivity's Configurable Products system handles this inside HubSpot; Product Configurator is its one-step, graphical interface.

Does HubSpot have a CPQ? Native HubSpot Sales Hub handles simple quoting on its own. For configurable products, formula-driven pricing and price books, and conditional approval routing, teams add a HubSpot-native app like Quotivity. HubSpot itself is also building further into this space — Commerce Hub was rebranded Revenue Hub in June 2026, and its Quote Rules feature (public beta) grays out incompatible combinations, though it isn't a graphical configurator.

How does HubSpot CPQ compare to Salesforce CPQ on product configuration? Based on public marketing pages, not a full product audit: no HubSpot-native or HubSpot-integrated CPQ we reviewed markets a graphical, one-step product configurator with compatibility rules built in the way Product Configurator does. That includes DealHub, PandaDoc, Mobileforce, and HubSpot's own Revenue Hub. Salesforce CPQ has offered configuration at this level for years; Product Configurator is Quotivity's answer inside HubSpot.

Is Product Configurator a new system? No. It's the interface for Configurable Products, one of the four systems in Quotivity's Four-System Fix (Configurable Products, Guided Selling, Calculated Pricing, Rules Engine). Compatibility Rules and bundle-option-swap logic were both live before this release.