Configuring Roll-up fields

Roll-up fields aggregate line item values — count, sum, min, max, and average — into a value saved on the quote and on each bundle header.

Overview

A Roll-up field combines values across a quote’s line items into a single value that’s saved on the quote. The same aggregation also runs per bundle and writes that per-bundle result onto each bundle header line item, using the same HubSpot property name. Use roll-ups to total a property, count line items, find a minimum or maximum, or average a value — so a single field reflects the whole quote at a glance, and each bundle header carries its own member aggregate. The saved values can then be referenced in rules, calculated pricing, and templates.

Supported aggregations

• Count — count how many line items qualify.
• Sum — total a numeric line item property across the quote.
• Min / Max — find the smallest or largest value.
• Average — average a numeric property across line items.

The aggregation you choose pairs with a source — the line item property you’re rolling up. You can also add conditions to filter which line items the roll-up includes.

Steps

1. Open Rules → Roll-ups. In Quotivity Studio, go to the Rules section and select Roll-ups.
2. Click to create a roll-up. This opens the roll-up editor.
3. Enter the roll-up details. Give it a label, and Quotivity generates a matching HubSpot property to store the result on the quote, the deal, and line items (for bundle headers).
4. Choose the source. Pick the line item property the roll-up aggregates.
5. Choose the aggregation. Select how values combine — count, sum, min, max, or average.
6. Add conditions (optional). Filter which line items the roll-up includes — for example, only products of a certain type.
7. Save. The roll-up now keeps its value updated on the quote (and on each bundle header) as the line items change.

Example

Create a sum roll-up over each line item’s annual value — giving you a single total-contract-value figure on the quote that updates as the rep adjusts the quote. When the quote has bundles, each bundle header also stores the sum of its own members.

Tips

• Roll-ups keep their result current as line items change, so downstream fields and reports stay accurate.
• The quote value includes every qualifying line item on the quote. The value on a bundle header includes only that bundle’s member line items (not the header itself).
• If you want the deal amount itself to reflect a particular total, review how the deal amount is calculated. See Choosing how the deal amount is calculated.

Related articles

• Updating line items automatically
• Using Dynamic Property Sets
• Choosing how the deal amount is calculated