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rules

Compatibility Rules Just Got a UI. Introducing Product Configurator

Quotivity shipped Compatibility Rules on June 6, 2026. It's the logic that stops a rep from selecting product options that don't belong together....

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The Hidden Deal Killer: Quote Approvals Lost in Email

Nothing kills momentum faster than a quote sitting in someone's inbox waiting for approval.

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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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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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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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