How are Price Books assigned to Quotes?
When a quote is created, Quotivity automatically determines which price book to apply. This article explains the order of checks and when a price book becomes locked (meaning sales reps cannot change it on the quote).
Quotivity runs up to five checks in sequence. The first check that resolves a price book wins — no further checks are run.
| Priority | Source | Locked? |
|---|---|---|
| 1 | Only one price book defined for the account | No |
| 2 | "Set Price Book" rule | Yes |
| 3 | Price book assigned to the related company | Yes |
| 4 | Price book assigned to the deal | Yes |
| 5 | Price book inferred from existing deal line items | No |
If none of these checks resolve a price book, no price book is set on the quote.
Check 1 — Single price book on the account
If only one price book is defined for your account, Quotivity sets it automatically and continues creating the quote. No further checks are run.
The price book is not locked in this case.
Check 2 — "Set Price Book" rules
Quotivity evaluates any active Set Price Book rules against the quote. If one or more rules are triggered, the rule with the highest priority wins and its price book is set.
The price book is locked — sales reps cannot change it on the quote.
Note: Rules take precedence over company- and deal-level assignments. If you need a price book to always apply for a given customer or scenario, use a rule.
Check 3 — Price book assigned to the company
If no rule sets a price book, Quotivity checks the HubSpot company record associated with the deal. If a price book is assigned to that company, it is applied to the quote.
The price book is locked — sales reps cannot change it on the quote.
This is configured on the company record in HubSpot. See Assigning a price book to a company for setup instructions.
Enterprise plan only. Company-level price book assignment is available on the Enterprise plan.
Check 4 — Price book assigned to the deal
If the company has no price book assigned, Quotivity checks the deal record. If a price book is set on the deal, it is applied to the quote.
The price book is locked — sales reps cannot change it on the quote.
Check 5 — Price book inferred from deal line items
If the price book is still unset and the deal already has line items, Quotivity checks whether those line items are associated with a price book. If they are, that price book is set as the line items are imported into the quote.
The price book is not locked — sales reps can change it on the quote after creation.
No price book set
If none of the above checks resolve a price book, the quote is created without one. Sales reps can manually select a price book on the quote if needed.
Locked vs. unlocked price books
A locked price book cannot be changed by sales reps on the quote. Locking occurs when the price book is set by a rule, a company record, or a deal record — sources that reflect an intentional administrative assignment.
Price books set by the single-account default or inferred from line items are not locked, since no explicit assignment was made.
To allow or restrict price book changes for specific users, use HubSpot property permissions on the price book field.