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Quotivity Help Center

Quote rule outcomes reference

A quick guide to every Quote Rule outcome — what each one does, grouped by policy enforcement and quote automation.

Overview

Section titled “Overview”

Every Quote Rule has exactly one outcome — the action it takes when its conditions match. This reference lists each outcome with a one-line description and a link to its how-to. Outcomes fall into two categories: those that enforce policy and those that automate quote building.

Which outcomes you can use depends on your plan. Most policy enforcement outcomes require Pro or Enterprise. Require Validation and quote automation outcomes that current Pro does not include require Enterprise (Trial includes the full set). Add Line Items, Add Collection, Add One-time Discount / Fee / Tax, Update Line Items, and Set Quote Template / Terms / Language are also on Legacy Pro. Update Quote is Enterprise and Trial only.

Policy enforcement outcomes

Section titled “Policy enforcement outcomes”

These keep quotes within your rules by controlling whether and how a quote can proceed.

Outcome What it does
Block Stops the quote with a message to the rep. See Blocking a quote.
Notify Shows a message but lets the rep continue. See Showing a notification.
Require Approval Holds the quote in Pending approval until an approver signs off. See Requiring approval.
Require Validation (Enterprise) Holds the quote until an external validation workflow finishes. See Requiring validation and Setting up validation workflows.
Set Signature Options Sets no signature, e-signature, or a written signature — and optionally names e-signature countersigners. See Setting signature options with a rule.
Set Price Book Selects the quote’s pricing context. See Setting a price book with a rule.
Prompt User Asks the rep to supply missing properties or files before continuing. See Prompting the rep for input.
Start Guided Selling Flow (Enterprise) Opens a Guided Selling flow when the rule triggers. At quote creation the flow is full screen with no Cancel; later in Quote Builder it opens as a modal. Also complimentary on Legacy Pro through November 1, 2026. See Using Guided Selling with Quote Rules.

Quote automation outcomes

Section titled “Quote automation outcomes”

Requires an Enterprise plan on current Pro. Several of these outcomes are also on Legacy Pro (Add Line Items / Collection / DFTs, Update Line Items, Set Template / Terms / Language). Update Quote, Update Bundle Members, Set Sender Company, Dynamic Property Sets, and swap/add bundle products are Enterprise and Trial only.

These build or adjust the quote automatically when conditions match.

Outcome What it does
Add Line Items Adds specific products to the quote. See Adding line items and collections.
Add Collection Adds a whole Collection of products at once. See Adding line items and collections.
Add One-time Discount / Fee / Tax Adds a one-time discount, fee, or tax (percent or fixed). See Adding discounts, fees, and taxes.
Update Line Items Keeps line item properties in sync from a source property or a static value. See Updating line items automatically.
Update Quote (Enterprise) Sets customer-created quote fields from a Deal or Company property, a static value, or a formula. Roll-up fields and other Quotivity-created fields are not offered. See Updating quote fields.
Update Bundle Members Keeps properties on bundle member line items in sync from the bundle header, a roll-up, or a static value. See Updating bundle members automatically.
Add add-on bundle product Adds add-on products as a bundle expands. See Swapping and adding bundle products.
Swap bundle product Replaces an included bundle option product with an alternate. See Swapping and adding bundle products.
Set Quote Template Sets the template the quote document uses. See Setting the template, terms, language, or sender.
Insert Template Terms Adds terms text to the quote, optionally editable by the rep. See Setting the template, terms, language, or sender.
Set Quote Language Sets the quote’s language. See Setting the template, terms, language, or sender.
Set Sender Company Sets which sender company appears on the quote. See Setting the template, terms, language, or sender.
Dynamic Property Sets Controls which line item properties are required or limited on the quote. See Using Dynamic Property Sets.
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