Quotivity Blog

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Introducing the Quotivity Template Designer (Beta)

Over the past several months, we’ve heard the same challenge from many of our customers:

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5 Signs Your Sales Team Has Outgrown Its Quoting Process

Many quoting processes work well—until suddenly they don’t. The tricky part is that most revenue teams don’t realize they’ve outgrown their quoting...

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The New Quote Review Screen: Faster Approvals, Better Decisions

Quote approvals have been part of Quotivity since day one. From the beginning, it was clear that manufacturers needed real control over their...

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Announcing Price Book Effective Dates in Quotivity

Pricing changes are inevitable—new packages, annual increases, promotional windows, contract renewals, you name it. But updating pricing shouldn’t...

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Announcing support for HubSpot line item tax rates in Quotivity

Taxes are one of those quoting details that are easy to underestimate—until they’re wrong. Today we’re introducing support for HubSpot line item tax...

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Smarter bundle configurations: “Swap Bundle Option Product” outcome

Reps shouldn’t have to memorize product compatibility matrices—or click endlessly just to get the right option into a bundle when they already know...

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The underrated feature that keeps approvals sane: Approval Queues

Most companies don’t decide to build complicated approval workflows. It just happens.

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Hierarchical approvals, simplified: apply only the first matching approval rule

Quotivity’s approvals were built to handle the real-world complexity of quoting—without forcing admins to maintain an overly complicated ruleset....

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Speed up quote approvals with clearer context: Approval Request Explanation

Approvals shouldn’t stall because someone has to ask, “What changed?” or “Why does this need an exception?” Starting today, Quotivity can prompt reps...

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January Product Updates: A Faster, Leaner Start to 2026

January is when teams set New Year’s resolutions — streamline processes, cut friction, and start the year a little stronger than the last.

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