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rules engine

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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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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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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Treating Every Quote the Same Is Bleeding Revenue

Tier 1 accounts need custom configurations. Tier 3 accounts need

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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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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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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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