How Compatibility Rules work

Control which bundle products can be selected together so reps configure valid combinations every time.

This feature requires an Enterprise plan.

Overview

Compatibility rules keep bundle configurations valid. Each rule has a relationship type:

Incompatible — a blocklist. When the IF products are selected, THEN products are hidden or blocked.
Compatible — an allowlist. When the IF products are selected, only THEN products remain available. Everything else disappears. Misconfigured allowlists are a common “everything vanished from the picker” ticket.

You manage rules in Quotivity Studio under Configurable Products → Compatibility Rules. They apply wherever a rep configures a bundle — in Quote Builder and when you design bundles in Quotivity Studio.

The AI drafter in Studio writes Incompatible rules only. Create Compatible allowlists by hand.

The IF / THEN model

Every compatibility rule has two sides:

Selected Products (“IF”) — the trigger. When products already on the bundle match these criteria, the rule fires.
THEN products — the effect. For an Incompatible rule these are Excluded Products (removed from the picker). For a Compatible rule these are the only products still allowed.

For an Incompatible rule, think: When [IF] is true, exclude [THEN] from selection. For a Compatible rule: When [IF] is true, allow only [THEN].

For example: When the engine tier is Standard, exclude Professional-grade accessories.

What reps experience

When a rep configures a bundle on a quote:

Incompatible products disappear from the product picker by default. Reps can choose Show hidden products to see what’s blocked and why.
If a selection change makes an existing line item incompatible — for example, swapping the engine tier — Quotivity flags the conflict. Reps can swap to a compatible product, remove an add-on, or use Auto-resolve when Quotivity can fix the issue automatically.

Your configuration defines what’s allowed. Reps don’t need to memorize product pairings — the picker enforces them.

What you experience in Quotivity Studio

Beyond the Compatibility Rules list, rules show up in two other places:

Bundle editor — use Test Compatibility Rules on a bundle to simulate selections and see which products are restricted before reps ever touch the quote.
Bundle option products — when editing an option product, the Related Products Compatibility Rules panel lists every rule that references that product on either the IF or THEN side.

If a bundle’s default products violate an active rule, Quotivity warns you at save time so you can fix defaults before reps see auto-corrected selections.

Priority and conflicts

You can run many rules at once. Each rule has a priority from 1 to 100 (default 50). When rules overlap, higher priority wins — a rule at priority 80 outranks a rule at priority 50.

This is the opposite of some Quote Rule outcomes (approval, price book), where a lower number wins. Quote Rule template, terms, language, and signature outcomes use highest-number-wins, like compatibility. See Managing and prioritizing rules.

If a new rule conflicts with an existing one, Quotivity warns you before save. You can adjust conditions, change priority, or save anyway and let priority decide.