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...
Quote Smarter (and Safer) in HubSpot with Dynamic Line Item Properties
Take control of your HubSpot quoting process with dynamic line item properties. Automate pricing logic, enforce guardrails, and...
Capture Crucial Info Before the Quote: Using Prompt User Rules in Quotivity
Make quoting smoother for reps and buyers. Prompt User in Quotivity collects key info mid-quote to keep deals moving without back...