How Quote Rules work

Quote Rules watch for conditions you define and take an action — block, notify, set a price book, add line items, and more — as reps build quotes.

Overview

A Quote Rule is the engine that keeps your quotes consistent. Each rule pairs a set of conditions with a single outcome: when a quote matches the conditions, the rule’s outcome fires. Rules run automatically as a rep builds or updates a quote in Quote Builder, so the right things happen without anyone having to remember a policy.

You build and manage all of your rules in Quotivity Studio under Rules → Quote Rules.

The two halves of a rule

Conditions decide when a rule applies. A condition tests a property against a value — for example, “quote total is over $50,000” or “product category equals Hardware.” Conditions are grouped into condition groups so you can express more involved logic. See Setting rule conditions.
An outcome decides what happens. Every rule has exactly one outcome, ranging from a simple message to the rep all the way to adding line items or updating line item properties behind the scenes.

Two kinds of outcome

Outcomes fall into two categories based on what they’re for:

Policy enforcement outcomes keep quotes within your rules. They control whether and how a quote can proceed — block, notify, require approval, require validation (Enterprise), require e-signature, set price book, prompt user, and — when Guided Selling is enabled — start guided selling flow. Use these to enforce guardrails like discount limits, approval thresholds, external checks, and the correct pricing context. Most of these outcomes require Pro or Enterprise; Require Validation requires Enterprise (Trial includes them). Guided Selling outcomes appear only when that capability is enabled on the account.
Quote automation outcomes do work for the rep automatically — adding line items or collections, applying discounts, fees, or taxes, setting the template, terms, language, or sender, and updating line items. Use these to save reps time and keep quotes consistent. These outcomes require Enterprise (Trial includes them).

For a full list of every outcome in each category, see the Quote rule outcomes reference.

How rules run

Rules evaluate every time a quote is created or updated. Most outcomes take a priority, which controls which rule wins when more than one could apply — so you decide the order deliberately rather than leaving it to chance. See Managing and prioritizing rules.

Example

A common first rule: when the quote’s total discount exceeds 20%, require approval. The condition watches the discount; the outcome holds the quote in Pending approval until a manager signs off. Add a second rule — when the customer’s region is EU, set the EU price book — and the two work together, each in its own priority slot.