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Quotivity Help Center

Navigating Quotivity Studio

Find your way around Quotivity Studio — the left sidebar groups everything you configure into Rules, Pricing, Configurable Products, Templates, and Settings.

Overview

Section titled “Overview”

Quotivity Studio is the admin app where you set up and manage quoting for your company. Everything you configure lives behind the left sidebar, grouped into five sections. This article gives you a quick tour so you know where each feature lives.

You need an Admin role to see most of Studio. If a section described here is missing, check your role or whether the feature is included in your plan.

The sidebar at a glance

Section titled “The sidebar at a glance”

The left sidebar is your home base. Each section expands to reveal the pages inside it.

  • Rules — your quoting logic.
    • Quote Rules — conditions and outcomes that govern quote behavior.
    • Roll-ups — fields that aggregate values across line items.
  • Pricing — what your products cost.
    • Price Books — catalogs that set product prices.
    • Calculated Pricing — formulas that price products at quote time.
  • Configurable Products — configurable groups of products.
    • Bundles — bundle definitions and their options.
    • Collections — reusable groups of products.
    • Compatibility Rules — which bundle products can be selected together.
    • Dynamic Property Sets — reusable sets of properties that show per product.
  • Templates — how quotes look and read.
    • Quote Templates — layout and styling for quote documents.
    • Terms Library — reusable terms and conditions.
  • Settings — account configuration.
    • General — sender companies, quote builder, taxes, notifications, and more.
    • Users — invite teammates and manage roles.
    • API Keys — keys for connecting other systems to Quotivity.

Quotivity Studio with the left sidebar expanded, each of the five sections labeled

Some items only appear when your plan includes them — for example, Calculated Pricing, Roll-ups, and API Keys are Enterprise features.

The dashboard

Section titled “The dashboard”

When you open Studio, you land on the dashboard — titled “What would you like to do today?” It gives you quick-access cards to common tasks and, if you’re still getting set up, a Setup checklist that tracks your progress through the essentials.

Settings tabs

Section titled “Settings tabs”

The Settings → General page is itself split into tabs, since it covers a lot of ground: Sender Companies, Quote Builder, Quotivity Templates, Quote View/Review, Taxes, Line Items Columns, and Notifications. You’ll return here often as you fine-tune how quotes behave.

Section titled “Related articles”