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Quotivity Help Center

How Calculated Pricing works

Set a product's unit price with a formula that can use measurements, comparisons, and conditions — evaluated automatically at quote time.

This feature requires an Enterprise plan.

Overview

Section titled “Overview”

Calculated pricing sets a product’s unit price with a formula instead of a fixed amount. Use it for products whose price depends on measurements (area, board feet, weight), and for prices that change with conditions — quantity tiers, company tier, or whether a field is filled in.

Quotivity evaluates the formula, then multiplies the result by the list price from the quote’s price book to get the unit price:

unit price = formula result × list price

The formula usually produces a quantity-like number (square feet, a discount factor), not the final currency amount. The list price is the rate that converts that result into money.

How it works

Section titled “How it works”

You build a formula, test it, and assign it to specific products. When one of those products lands on a quote, Quotivity applies the calculated price as that line item’s unit price.

A formula can include:

  • Properties from line items, deals, companies, quotes, and roll-up fields (numbers, text, enumerations, and booleans — the formula result is still a number). HubSpot custom object properties are not formula inputs — Quote Rule conditions can read custom objects associated to the deal, but Calculated Pricing cannot.
  • Arithmetic (+, -, *, /, parentheses) and numeric constants
  • Comparisons (=, !=, <, <=, >, >=) and text or boolean literals
  • Functions — IF, AND, OR, NOT, ISBLANK, and BLANKVALUE for conditional logic

In Quote Builder, a calculated line item shows a formula chip on the unit price. Reps expand it to edit the formula’s inputs; the unit price updates as those values change. Enumeration inputs (select, radio, checkbox) appear as dropdowns with the HubSpot options. Deal, company, quote, and roll-up inputs are read-only on the quote — only editable line-item properties can be changed there.

A few things to keep in mind:

  • Formulas attach to specific products. A product is priced by calculated pricing only if you’ve assigned the calculated price to it.
  • A product uses one calculated price by default. Each product carries a default calculated price that applies across every price book.
  • You can override it per price book. The same product can use a different calculated price formula in each price book it appears in. The override applies where you set it; otherwise the product’s default calculated price applies.

Example

Section titled “Example”

You sell signage priced by area. You create a formula that multiplies width by height, assign it to your sign products, and Quotivity multiplies the result by your list price. When a rep quotes a sign and enters its dimensions, the price calculates itself — no lookup table of every possible size required.

For volume discounts, the same product can use a conditional formula such as IF(quantity >= 10, 0.9, 1) so the formula result scales the list price when quantity hits the threshold.

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