Quotivity Blog

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Automation

Guided Selling

Introducing Guided Selling

Guided Selling is here! Turn your pre-quote discovery into a Flow your reps run inside HubSpot — and hand off to an automated quote when they're...

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How to Build a Quote Approval Workflow That Doesn't Kill Your Deal Velocity

How to Build a Quote Approval Workflow That Doesn't Kill Your Deal Velocity

A rep closes out Monday with a quote that's 97% done. The customer is ready to move. The only thing holding it up is a manager signature on a 5%...

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From Form Submission to Signed Quote: Hands-free

A prospect fills out a form on your website. Within seconds, they have a quote in their inbox, configured for their specific situation, priced...

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Your Reps Aren't Engineers. Stop Asking Them to Quote Like One.

A rep starts a quote and immediately opens up a spreadsheet (that they mostly trust) with a matrix that specifies which products are compatible with...

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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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Stop Sending Quotes Without Supporting Docs

Stop Sending Quotes Without Supporting Docs

If your quoting process still involves emailing attachments after the quote goes out — or worse, forgetting to send them entirely — we’ve got...

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Quote Rules That Do What Your Pricing Sheet Wishes It Could

Quote Rules That Do What Your Pricing Sheet Wishes It Could

If quoting inside HubSpot still involves reps applying discounts manually, remembering edge-case pricing rules, or checking the Slack channel for...

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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...

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How the Quotivity Rules Engine Brings Sanity and Speed to HubSpot Quoting

When you’re in B2B sales, time is money — and quoting mistakes? They’re expensive. One wrong discount, one missed approval, and poof — there goes...

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