January is when teams set New Year’s resolutions — streamline processes, cut friction, and start the year a little stronger than the last.
That mindset carried straight into this month’s Quotivity updates.
Instead of shipping a long list of changes, we focused on tightening the core: making pricing more reliable, automation smoother, and unlocking a few new capabilities that help teams quote with less effort and more confidence.
Here’s what’s new.
January’s updates were centered around making Quotivity faster, more reliable, and easier to automate—and unlocking a few new capabilities as a result.
We made some major optimizations to our multi-layer pricing engine. Quotivity customers have a lot of tools at their disposal when it comes to modeling pricing: Volume pricing, Pricing Tables, Product Variants — and Calculated Pricing. We've streamlined how, when, and where this happens, making it faster and more flexible.
In the coming weeks you'll see some updates here, including support for new pricing models like Graduated Pricing and Stair-step pricing.
We made some big updates to how background jobs update your quotes, and over the last few weeks we've squeezed a bit more juice out of this baby. You should expect to see fewer "Optimizing" messages and they should be a little quicker.
We're going to have a lot more to share in the coming weeks — the team is working on some pretty big, exciting new features. But we slipped this neat little feature in, using HubSpot's new Line Item calculated fields feature:
We've added two new fields to the Line Item:
Absolute Discount Amount
Just about every Quotivity customer builds rules based on line item discounts. Until now, that meant administrators either had to train sales reps to always discount using a specific field (amount or percentage), or create duplicate rules to account for both.
For example, a rule like “Require approval if any line item is discounted more than 20%” only worked if reps consistently used percentage-based discounts. If a rep entered a $25 discount for a $100 item amount instead, the rule wouldn’t fire.
With Absolute Discount fields, reps can discount however they want — by amount or percentage — and administrators can enforce discount policies with a single, reliable rule.
When a quote PDF is published, we now post the PDF download URL back to the Deal as an event.
This makes it easier to:
January’s updates were intentionally focused and foundational.
By adding flexible discounting, better automation signals, and improving how pricing and automation run behind the scenes, we’re setting the stage for faster feature delivery and more powerful quoting workflows in the months ahead.
More to come soon 🚀