Introducing Guided Selling
Discover how Guided Selling transforms your quoting process in HubSpot, ensuring consistent and accurate quotes through structured...
How to Build a Quote Approval Workflow That Doesn't Kill Your Deal Velocity
A quote approval workflow kills deals when it's built to protect the company instead of close it. Here is how to design one that...
From Form Submission to Signed Quote: Hands-free
Automate quoting with Quotivity's rules engine, delivering accurate, customized quotes instantly, all while leveraging your CRM...
Your Reps Aren't Engineers. Stop Asking Them to Quote Like One.
Streamline your quoting process with Quotivity's Compatibility Rules, designed to eliminate configuration errors and enhance...
Announcing support for HubSpot line item tax rates in Quotivity
New Quotivity update: integrate HubSpot line item tax rates for more accurate, consistent quotes and reduced manual effort.
Smarter bundle configurations: “Swap Bundle Option Product” outcome
Automate bundle option swaps in Quotivity to ensure accurate configurations and speed up quoting processes with the new Swap...
Stop Sending Quotes Without Supporting Docs
Attach PDFs directly to your HubSpot quotes with Quotivity to ensure every scope, MSA, or supporting doc is included upfront and...
Quote Rules That Do What Your Pricing Sheet Wishes It Could
Use quote rules in Quotivity to automatically apply pricing logic, control line items, and keep every HubSpot quote aligned with...
How to Build a Quote Approval Process That Actually Works (and Scales)
Learn how Quotivity turns quote approvals in HubSpot into a fast, structured, and scalable process that protects margin without...
How the Quotivity Rules Engine Brings Sanity and Speed to HubSpot Quoting
Discover how Quotivity’s Rules Engine keeps your HubSpot quotes fast, compliant, and airtight — with built-in approvals, smart...