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How to Build a Quote Approval Process That Actually Works (and Scales)

How to Build a Quote Approval Process That Actually Works (and Scales)

Discounts are happening. Rules are getting bent. And quotes are flying out the door with minimal oversight because enforcing approvals inside most CRMs either slows everything down or gets bypassed entirely. For RevOps, Sales Ops, and Finance teams,...

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Quote Smarter (and Safer) in HubSpot with Dynamic Line Item Properties

Quote Smarter (and Safer) in HubSpot with Dynamic Line Item Properties

Sales reps want speed. Ops teams want control. Finance wants accuracy. And when quoting in HubSpot, it’s easy for those priorities to clash —...

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The Smartest Way to Quote in HubSpot: Why Teams Choose quote•hapily

The Smartest Way to Quote in HubSpot: Why Teams Choose Quotivity

Let’s be real — quoting in HubSpot can feel like trying to run a marathon in flip-flops. It gets the job done, but not without some awkward detours...

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[On-Demand Webinar] Bridging the Gap: How quote•hapily + NetSuite Bring End-to-End Quoting to Life in HubSpot

[On-Demand Webinar] Bridging the Gap: How Quotivity + NetSuite Bring End-to-End Quoting to Life in HubSpot

ORIGINAL BROADCAST DATE: 6/25/25 Your sales team’s in HubSpot. Your finance team’s in NetSuite.

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Capture Crucial Info Before the Quote: Using Prompt User Rules in quote•hapily

Capture Crucial Info Before the Quote: Using Prompt User Rules in Quotivity

In the middle of building a quote, reps often realize something’s missing — a key piece of info that should’ve been captured on the deal, but wasn’t....

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Give Buyers More Control: Optional Line Items in HubSpot Quotes with quote•hapily

Give Buyers More Control: Optional Line Items in HubSpot Quotes with Quotivity

When it comes to B2B sales, one thing’s clear: buyers want clarity and control.

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May 2025 Release Notes

May 2025 Release Notes

Last updated: May 8, 2025

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Mastering Tariff Management in HubSpot with quote•hapily

Mastering Tariff Management in HubSpot with Quotivity

Managing tariffs and region-specific pricing in HubSpot has traditionally been a manual, error-prone process. With Quotivity, we’ve brought advanced...

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Bring Order to Your Pricing Chaos with Price Books in quote•hapily

Bring Order to Your Pricing Chaos with Price Books in Quotivity

If you’ve been using HubSpot for sales and quoting, you’ve probably noticed a major missing piece: Price Books. For years, HubSpot users have wanted...

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Smarter Quotes Start with Smarter Pricing: Meet Pricing Tables

Smarter Quotes Start with Smarter Pricing: Meet Pricing Tables

Not all pricing fits into a flat rate. Some products shift based on size. Some services scale with usage. Some discounts kick in at quantity 20, not...

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