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Quotivity Help Center

How Price Books work

A price book ties your products to prices, so the right list price appears the moment a rep adds a product to a quote.

Overview

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A price book is a catalog that defines what your products cost. Each price book ties a set of products to specific prices, so when a rep adds a product to a quote, the right list price shows up automatically. You can keep separate price books for different markets, customer segments, or promotions, and switch between them per quote.

How a price book sets a price

Section titled “How a price book sets a price”

Every product has a standard price — its base price in HubSpot. A price book turns that standard price into a list price by applying an override to the product’s entry in that book. When you override an entry’s price, the Override By options are:

  • Amount — set a fixed list price, regardless of the standard price.
  • Percent Increase / Percent Decrease — raise or lower the standard price by a percentage.
  • Volume — change the unit price based on the quantity ordered.
  • Pricing Table — set the price from a product property, by exact value or numeric range.
  • Product Variant — price a family of variants from a single product using its attributes.

A product is only priced in a price book if it has an entry there. If a product isn’t in the selected price book, it can’t be priced from it — so make sure the products your reps quote are added to the books they’ll use.

How the quote picks a price book

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Before any product is priced, the quote needs to know which price book to use. Quotivity resolves this in priority order when the quote is created, and the first match wins: a single account-wide price book, then any matching Set Price Book rule, then a price book assigned to the company, then one set on the deal, and finally a book inferred from existing line items. A Set Price Book rule that matches on conditions like the deal’s region or customer tier takes precedence over company- and deal-level assignments. Once the book is set, every product added to the quote is priced from its entry in that book for the quote’s currency.

This order matters: the price book context is resolved up front, then products are priced. If a product on the quote doesn’t have an entry in the selected book, it can’t be priced there, so it’s worth confirming your catalog and your Set Price Book rules line up.

Example

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You sell the same products in North America and Europe at different prices. You create two price books — one per region — and add each product to both with the appropriate adjustments. A Set Price Book rule checks the deal’s region and selects the matching book, so reps always quote the correct regional prices without thinking about it.

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