Quotivity Help Center

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New to Quotivity

Welcome to Quotivity explains how price books, rules, bundles, and templates fit together, then your setup checklist walks you through turning them on.

Keep quotes consistent

Quote Rules watch for conditions you define and take an action — block a quote, require approval, set a price book, or add line items.

Price the catalog

Price Books decide what each product costs, with volume tiers, variants, and calculated pricing for formula-driven prices.

Control the finished quote

Quote Templates and your Terms library govern how a quote looks and what legal language it carries.

Browse by area

Quote RulesConditions, outcomes, priorities, and compatibility rules.

PricingPrice books, volume pricing, variants, formulas, and tax.

Bundles & CollectionsConfigurable products, add-ons, swaps, and the Bundle Configurator.

Templates & TermsTemplate modules, styling, custom code, and your terms library.

Approvals & E-SignatureApproval processes, review, recall, notifications, and countersigners.

Quotes & the lifecycleHow a quote moves from draft to signed, and the settings along the way.

Settings & AdministrationSender companies, notifications, users, roles, API keys, and domains.

Guided SellingQuestion flows that steer reps to the right products.

Still stuck?

Open Ask AI at the bottom of any page. It answers from these guides and cites the articles it used — and if you would rather talk it through, it hands you straight to our team with everything you have already asked carried over.