Technology partner
Quotes that keep up with how you sell
HubSpot-native CPQ with Price Books, Configurable Products, and approvals, built on the deal record.
About Quotivity
What it does
HubSpot quoting works well while pricing is simple. Once prices vary by customer, products ship as bundles and discounts need sign-off, reps fall back to spreadsheets and the quote stops matching the deal. Quotivity adds Price Books, Configurable Products, Quote Rules and approval workflows inside HubSpot, so there’s no second system to sync.
Reps build accurate and policy-aligned quotes in minutes. Discounts past your threshold go to the right approver before the quote leaves the building.
Where it fits with Cogent: For sales teams whose quotes outgrow HubSpot’s standard quote tool.
At a glance
Key points
- Price Books by customer, region or currency
- Quote Rules and Calculated Pricing that apply your pricing logic automatically
- Bundles with compatibility rules, so incompatible options never reach the quote
- Discount thresholds with multi-stage approvals
- Guided Selling flows for reps and built-in e-signature
Ideal for
Manufacturers and distributors running HubSpot, with configurable products or customer-specific pricing. Especially if you also run an ERP like NetSuite, Dynamics, SAP Business One, Epicor, or Acumatica.
- 79%faster negotiations at Aptarro
- 30%margin recovered by True North ITG
Use cases
Where Quotivity helps
-
01
Different prices for different customers
Trade, retail and export customers each get the right price book, so reps stop working prices out by hand.
-
02
Products that come with options
Rules stop products that do not go together ending up on one quote, and prompt reps with the options that should.
-
03
Keeping discounts under control
Quotes over an agreed discount go for approval before the customer sees them, then out for e-signature.
Thinking about Quotivity
We will tell you honestly whether it fits, how it connects to what you already run, and what it would cost all in.