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Automating Sender Company Settings with Quote Rule Outcomes

Quote rules can automatically set the sender entity profile on a quote based on conditions you define. This is useful when different deals, regions, or products should use different company profiles without requiring sales reps to intervene.

Prerequisites

  • At least one sender profile must be configured (see "Managing and Using Sender Entities").
  • The Set Sender Company rule outcome feature must be available on your plan. If the option appears grayed out in the rule builder, your plan does not include this capability.

Creating a Set Sender Company Rule

  1. Navigate to Settings > Quote Rules and create or edit a rule.
  2. Define your conditions (e.g., deal property equals a specific region, pipeline stage, or product).
  3. Under Outcome, select Set Sender Company.
  4. In the Sender Company dropdown that appears, choose the profile to apply when the rule triggers.
  5. Save the rule.

How It Works

During Quote Creation

When a quote is created, Quotivity first applies the default sender profile, then evaluates all active "Set Sender Company" rules against the quote's context. If one or more rules match, the highest priority rule wins, and its configured profile replaces the default sender fields on the quote.

During Quote Updates

When a quote is updated and re-evaluated by the background processing pipeline, the same logic applies. The processor filters for "Set Sender Company" rules that haven't already been executed, selects the highest-priority match, and updates the quote's sender fields accordingly.

Priority and conflict resolution

If multiple "Set Sender Company" rules trigger for the same quote, only the rule with the highest priority value is applied. Lower-priority rules are ignored. This gives you predictable control over which profile wins when conditions overlap.

Graceful handling of deleted profiles

If a rule references a sender company profile that has since been deleted, the rule is skipped with a warning. The quote retains whatever sender fields it already had (either from the default profile or a previous rule). No error is surfaced to the sales rep.

Example use case

A company operates in both the US and EU. They create two sender entities — "US Operations" and "EU Operations" — then set up a quote rule: When the deal property "Region" equals "EU," set the sender profile to "EU Operations." All quotes for EU deals automatically use the EU company profile, while US deals use the default US entity.