What Quotivity does

Quotivity is a Configure-Price-Quote (CPQ) software vendor purpose-built for companies that use HubSpot as their primary CRM. Founded in 2025 and headquartered in Mission Viejo, California, the company targets sales, finance, and operations teams at HubSpot-using organizations that have outgrown HubSpot's native quoting capabilities and require more sophisticated pricing logic, approval workflows, and quote governance. It sells primarily into mid-market and enterprise segments, with explicit emphasis on B2B manufacturers selling configurable products (industrial equipment, HVAC, clinical furniture), where configure-to-order complexity, regional price books, and margin protection are recurring pain points.

Quotivity's product is architected natively inside HubSpot using HubSpot's custom objects, workflows, and permission model, eliminating the sync layer and dual admin surfaces common in bolt-on CPQ tools. The platform is composed of nine integrated modules: a no-code Quote Template Designer, a Rules Engine for pricing and configuration logic, multi-currency Price Books, Calculated Pricing (formula-driven, pulling CRM data in real time), Bundles and Packaging with compatibility rules, Discounting Controls with hard caps, Advanced Approvals with multi-stage conditional routing and audit trails, Quote Automation, and Guided Selling. The technology stack runs on AWS (us-east-2) for compute and storage, with Stripe handling PCI-compliant payment processing, Vercel for application hosting, and Sentry for monitoring and error tracking.

The business model is subscription-based, with annual licenses starting at $5,000 for 5 seats and additional seats at $600 per user per year, plus optional one-time white-glove onboarding at $2,500. The company operates a tiered HubSpot Solutions Partner program (Registered, Certified, Strategic) that pays 10-20% commission on first-year ARR for referral, implementation, and co-sell motions. Direct sales is demo-driven, supplemented by inbound discovery through the HubSpot App Marketplace. As a newly independent entity spun out of hapily on November 1, 2025, the company is in early stages of building out its go-to-market organization and is pursuing its own SOC 2 Type II certification (expected completion April 2026).

Name

Quotivity

Legal name

Quotivity, Inc.

Website

https://quotivity.com

Company type

Private

Founded year

2025

Operating status

Operating

Headcount range

1–10 employees

Short description

Quotivity provides a HubSpot-native Configure-Price-Quote platform enabling sales, finance, and operations teams to build, price, and approve complex quotes inside HubSpot. It serves mid-market and enterprise HubSpot users via direct demos, the HubSpot App Marketplace, and a tiered Solutions Partner channel.

Ownership category

akta.pro rank

Product category

Configure-Price-Quote (CPQ) Software

akta.pro primary industry

CPQ (Configure-Price-Quote) & Quote-to-Cash CRM Extensions (HDAEAFAK)

Keywords

• Configure price quote
• Sales quoting software
• HubSpot CPQ
• Pricing automation
• Quote approval workflow

Headquarters

HQ city

Mission Viejo

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Subscription - CPQ License: Quotivity generates revenue primarily through annual subscription licenses for its HubSpot-native CPQ software. Pricing is tiered with a base package including 5 users at $5,000/year, plus per-user monthly fees for additional seats. Subscriptions auto-renew on a recurring basis. The company also offers white-glove onboarding as a one-time professional services fee.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels8 records

Core offering

Quotivity provides a native Configure-Price-Quote (CPQ) solution built directly inside HubSpot. It embeds quote building, pricing rules, approval workflows, discount governance, multi-currency price books, and quote template management into the HubSpot deal record, with no separate admin surface or sync layer. The platform enables sales, finance, and operations teams to generate policy-compliant quotes faster without leaving their CRM.

Product overview

Quotivity is a single, unified CPQ (Configure-Price-Quote) platform built natively inside HubSpot. The core product is Quotivity CPQ, which provides end-to-end quoting functionality for complex sales scenarios. The platform consists of integrated modules including Quote Template Designer (no-code template building), Rules Engine (pricing logic enforcement), Price Books (multi-currency catalog management), Discounting Controls (margin protection), Calculated Pricing (formula-driven pricing), Bundles and Packaging (product configuration), Quote Automation (workflow automation), Advanced Approvals (multi-stage approval workflows), and Guided Selling (rep workflow guidance). All modules work together within HubSpot to enable sales teams to build accurate, policy-compliant quotes without leaving their CRM.

Differentiator

Problem solved

Functional benefit

Products and services

• Quotivity CPQ Native Configure-Price-Quote (CPQ) software built directly inside HubSpot, providing rules-based pricing, bundles, multi-stage approval workflows, discount governance, multi-currency price books, calculated pricing, no-code quote template design, guided selling, and quote automation for enterprise and mid-market sales organizations that have outgrown HubSpot's native quoting.
• White-Glove Onboarding One-time professional services offering where Quotivity quoting experts configure the CPQ platform around a customer's existing sales process, with most teams going live within a few days.

Quantifiable outcome

• Negotiation time cut by 79% at Aptarro (case study)
• +5 more outcomes

Named customers5 records

Segments4 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature9 records

Partnerships

Three partnerships are on record, tiered core.

• hapilycoreStrategic or Co-development Partner · 1 November 2025Quotivity spun out of hapily as an independent company on November 1, 2025. hapily CEO Connor Jeffers made a personal investment in Quotivity. Both companies remain close partners in the HubSpot App Ecosystem. Quotivity was previously the quoting module within hapily and is now dedicated exclusively to advancing its CPQ solution for HubSpot users.
• HubSpotcoreTechnology or IntegrationQuotivity is built natively inside HubSpot as a HubSpot-native CPQ app. The product uses HubSpot's custom objects, workflows, and permission model directly, with no sync layer or separate data model. Quotivity is listed on the HubSpot App Marketplace and serves as the native quoting solution for HubSpot Sales Hub users who have outgrown basic quoting capabilities.
• HubSpot Solutions PartnerscoreChannel Partner/ Reseller/ DistributorQuotivity operates a tiered partner program (Registered, Certified, Strategic) targeting HubSpot Solutions Partners with RevOps capability. Partners can refer deals (earning 10-20% commission on first-year ARR), lead implementations, or co-sell complex opportunities. The program is non-exclusive and includes joint go-to-market, co-marketing, and access to partner documentation and training.

Scale indicators2 records

Recent moves5 records

Expansion highlights6 records

Direct peers

• PandaDoc: PandaDoc is a CPQ-adjacent document automation and proposal platform with CRM integrations including HubSpot. It is comparable because both target sales teams' quoting workflow, though PandaDoc emphasizes document-centric workflows while Quotivity emphasizes native CRM-embedded pricing logic and approval governance.
• DealHub: DealHub is a CPQ and revenue lifecycle platform that competes in the same quote-to-cash category as Quotivity. It is comparable because both sell configure-price-quote functionality to B2B sales teams, with DealHub positioned as a cross-CRM solution where Quotivity is HubSpot-native.
• Proposify: Proposify is a proposal and quote-building platform used by B2B sales teams with HubSpot integration. It is comparable because it solves the same customer pain of producing quotes faster, with overlapping feature sets in templates, approvals, and tracking, although it is less deeply embedded in HubSpot than Quotivity.
• QuoteWerks: QuoteWerks is a CPQ solution that integrates with multiple CRMs and is commonly used by channel partners and VARs. It is comparable because it addresses the same configure-price-quote workflows Quotivity targets, with a partner-friendly channel model that overlaps with Quotivity's HubSpot Solutions Partner approach.
• Conga (Apttus): Conga is a long-established CPQ and revenue lifecycle management platform built on Salesforce. It is comparable because it directly competes in the CPQ category with configure-price-quote, approval workflows, and document automation — the same core use cases Quotivity targets inside HubSpot.
• ApproveMe (formerly Approval Donkey): ApproveMe is a HubSpot-native approvals and document workflow app. It is comparable because it is built natively inside HubSpot and addresses approval workflows — a core feature of Quotivity — making it the closest HubSpot-ecosystem peer for that specific capability.

Broad incumbents

• Oracle Configure, Price, Quote: Oracle CPQ (originally BigMachines) is a long-established enterprise CPQ solution. It is comparable because it serves the same configure-price-quote use case for complex B2B sales, targeting the same pain points (configure-to-order, pricing rules, approvals), but as part of Oracle's broader CX portfolio.
• HubSpot Sales Hub (native quoting): HubSpot's native quoting capabilities inside Sales Hub are the incumbent Quotivity explicitly displaces. It is comparable because it serves the same customer base (HubSpot users needing to send quotes) but lacks advanced CPQ features like configure-to-order, multi-stage approvals, and pricing rules — which is precisely Quotivity's wedge.
• Salesforce Revenue Cloud (Salesforce CPQ): Salesforce CPQ (now Revenue Cloud) is the incumbent CPQ solution within the Salesforce ecosystem. It is comparable because it is the category-defining CRM-native CPQ, and Salesforce's ecosystem model parallels how Quotivity plays within HubSpot — both compete on being "the" CPQ for their respective CRM.
• SAP CPQ (CallidusCloud): SAP CPQ is the enterprise-grade CPQ offering acquired from CallidusCloud. It is comparable because it competes in the same CPQ category for large enterprise sales teams, though it is positioned as a broader portfolio play rather than a CRM-native specialist like Quotivity.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@quotivity-cpq
• LinkedInlinkedin.com/company/quotivity

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds1 record

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Quotivity