Configuring Roll-up fields

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

Overview

A Roll-up field combines values across a quote’s line items into a single value that’s saved on the quote. 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. The saved value 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

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

Tips

Roll-ups keep their result current as line items change, so downstream fields and reports stay accurate.
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.