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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, CASE, AND, OR, NOT, ISBLANK, BLANKVALUE, MIN, MAX, ROUND, and MROUND for conditional logic and rounding

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. HubSpot percentage and probability number properties display as percents — reps type 20 for 20%, and Quotivity stores 0.2, matching HubSpot. Deal, company, quote, and roll-up inputs are read-only on the quote — only editable line-item properties can be changed there. A formula input saved as not editable is left out of that input row. Expand the formula to see its value.

A line item property that an Update Line Items rule sets and marks read-only stays read-only in the formula. Quote Builder does not show it as an input. Expand the formula to see the value. The same lock applies to Update Bundle Members.

If that same property also drives a pricing table or a product variant, Quote Builder shows it once, on the pricing table or variant row. The formula uses that value. Expand the formula to see it. A Dynamic Property Set does not show the property again when the formula or the pricing table already edits it. The pricing table field is the one you change. A property the formula only reads — saved as not editable, or locked by a quote rule — still shows on the property set when no pricing table or variant field owns it.

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.

Arithmetic calculated pricing is also on Legacy Pro. Functions (IF, CASE, and the rest) require Enterprise or Trial — see Using functions in pricing formulas.

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