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The CPQ Migration Playbook: What to Do Before You Switch Tools

Most CPQ migrations fail because nothing behind the tool was ready. Teams switch platforms expecting things to get easier. Instead, the same pricing confusion, approval delays, and messy quotes show up in a new system. Different interface, same...

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April Product Updates: e-Sign, Smarter Approvals, and a Better Quoting Experience

Following hot on the heels of our Quotivity Templates release, we had another big month of improvements to Quotivity. New features across e-sign,...

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One Product, Many Prices: How to Manage Tiered Pricing Without Losing Your Mind

You have one product, but it rarely has one price. As companies grow, pricing starts to split across channels, regions, and customer types. What...

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quote approvals living in email are killing your deals

The Hidden Deal Killer: Quote Approvals That Live in Email

Your deals are not stuck because of pricing. They are stuck because someone is waiting on an approval. And that approval is buried in an email thread.

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5 things HubSpot quotes can't do and what it's costing you

5 Things HubSpot Quotes Can’t Do (And What It’s Costing You)

HubSpot quoting works well at the beginning.

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stop using spreadsheets instead use a CPQ for complex quoting

Your Spreadsheet Is Not a CPQ

Your reps aren’t quoting in your CRM. They’re quoting in a spreadsheet.

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How Aptarro Cut Negotiation Time by 79% and Gained Control Over Complex Deals

The Situation Before Quotivity When Renée Durrance stepped into her hybrid business systems and RevOps role at Aptarro, a healthcare SaaS company,...

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How True North Recovered 30% Margin and Improved Speed to Close with Quotivity

The Situation Before Quotivity True North had a problem: As a managed IT and cloud provider serving healthcare organizations, every deal involved...

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Treating Every Quote the Same Is Bleeding Revenue

Tier 1 accounts need custom configurations. Tier 3 accounts need

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multithreading for complex product configurations

Most Teams Get This Wrong RE: Multithreading in Complex Sales

Multithreading gets talked about as a deal strategy, and for good reason. In any meaningful B2B sale, one contact is rarely enough. But in complex...

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