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 force your team to choose between moving fast and staying consistent.

That’s why we’re introducing Price Book Effective Dates in Quotivity: a simple way to control when a price book becomes active, so the right pricing is applied at the right time—automatically.

The problem: pricing changes create operational risk

Without effective dates, rolling out new pricing usually means one of these options:

• Flip pricing immediately and hope nobody is quoting off the old model
• Maintain multiple “versions” manually and rely on reps to pick the right one
• Coordinate a launch day scramble across RevOps, Sales, and Finance

That’s not just inconvenient—it’s risky. The cost shows up as:

• quotes issued with outdated pricing
• inconsistent customer experiences
• exceptions and rework to fix quotes already sent
• internal confusion about “which pricing is current”

What’s new: Price Book Effective Dates

With Price Book Effective Dates, admins can define when a price book should apply—so pricing updates are predictable and controlled.

This enables you to:

• Schedule pricing changes ahead of time
• Support clean transitions between old and new price books
• Reduce rep decision-making (“Which one do I use?”)
• Improve pricing governance without slowing quoting down

Common use cases

Annual price increases

Set your 2026 price book to take effect on January 1. Reps can keep quoting normally right up to the cutoff, and the new pricing takes over automatically.

New packaging or SKU changes

Launch new bundles on a specific date without requiring manual coordination (or training everyone to select a new book at the exact right moment).

Promotional windows

Use a promo price book for a defined period, then let pricing revert without needing someone to “turn it off.”

Contract renewals and co-terms

If your pricing model shifts on a renewal date, effective dating helps keep quotes aligned to policy.

Why it matters: fewer mistakes, less manual work

Price Book Effective Dates are a small administrative control that produces outsized operational benefits:

• Accuracy: fewer quotes created with the wrong pricing
• Consistency: everyone quotes with the same rules at the same time
• Speed: fewer interruptions, fewer approvals needed to correct errors
• Confidence: pricing changes stop being “big events” and become routine

It’s the same philosophy we use throughout Quotivity: support complex processes, but keep management straightforward.

How it works (high level)

1. Admins set an effective date on a price book.
2. Quotivity applies the correct price book based on when the quote is being created/used.
3. Teams roll out pricing updates with far less coordination overhead.

Best practices for rolling out pricing changes

• Create the new price book early and set the effective date in advance.
• Communicate the upcoming change once, then let the system enforce it.
• For major packaging shifts, pair effective dating with internal enablement—but don’t rely on enablement to prevent mistakes.

Availability

Price Book Effective Dates are available now in our Enterprise tier. If you have an upcoming pricing change and want help structuring your price books for a clean transition, reach out—we’re happy to share patterns we’ve seen work well.