Quotivity events on the HubSpot timeline

Overview

Quotivity writes app events to the HubSpot deal that owns the quote. Each event appears as a card on that deal's activity timeline, so reps and admins can see what happened without leaving HubSpot. This article lists every event Quotivity sends, when it fires, and what the card shows.

These cards live on the deal, not the quote record. If a quote isn't associated with a deal, Quotivity skips the event.

This is a reference for what appears in HubSpot — there is nothing to configure in Quotivity Studio. Screenshots of Studio aren't included for that reason.

Where to find them

Open the deal in HubSpot that the quote belongs to.
Check the activity timeline. Quotivity cards sit alongside notes, emails,and other HubSpot activity. Filter the timeline by the Quotivity app if you want only these events.
Review them in HubSpot's event tools. The same events also appear underData Management → Event management, and you can use them in HubSpot reports.

The approval review screen in Quotivity has its own activity history (including recall). That history is not the same as the HubSpot deal timeline — recall, for example, appears on the review screen and does not create a HubSpot event.

Approval events

Event	When it fires	What the card shows
Quote sent for approval	An approval request is created for the quote	Quote [name] was sent for approval. Details include the approval reason and each approver's email.
Quote approved	An approver approves the quote	Quote [name] was approved by [approver email].
Quote rejected	An approver rejects the quote	Quote [name] was rejected by [approver email]. Details include the rejection reason.

Publish, PDF, and finalization

These fire on every plan when the quote reaches that stage.

Event	When it fires	What the card shows
Quote published	The quote publishes — after approval, or immediately if no approval was required	Quote [name] was published after completing approvals. Details include the published quote URL. The card uses that wording even when no approval step ran.
Quote PDF ready	The quote PDF is generated and a download link is available	Quote [name] PDF is available for download. Details include the PDF URL.
Quote finalized	The buyer finalizes the quote	Quote [name] was finalized by the customer. Details include the quote URL.

Validation events

Require Validation is an Enterprise feature.

Event	When it fires	What the card shows
Quote submitted for validation	The quote enters a Validation Operation	Header: Quote submitted for validation. Details name the quote and the operation (for example, Calculate Shipping).
Quote validation successful	That Validation Operation completes successfully	Header: Quote validation successful. Details name the quote and the operation.

A failed validation notifies the quote owner by email and clears the pending status so the rep can fix the quote and resubmit. It does not add a failure card to the HubSpot timeline.

Automated Submit Quote events

These fire when a HubSpot workflow runs Quotivity's Submit Quote action — typically after a validation workflow finishes.

Event	When it fires	What the card shows
Automatic submission blocked	Submit Quote hits a Block or Prompt User rule that automation can't satisfy	Automatic submission of quote [name] was blocked. Details include the block message from the rule.
Automatically submitted for approval	Submit Quote sends the quote into Pending approval	Quote [name] was automatically submitted for approval.

E-signature events

Event	When it fires	What the card shows
E-signature initiated	A recipient requests a signing link from the published quote	E-signature initiated for [name] — request sent to [signer email].
Recipient signed	An individual signer completes their signing step	[Signer name] ([email]) signed [name].
Quote signed	The quote is fully signed, or a rep marks it accepted when e-signature isn't in play	Quote [name] has been SIGNED!

Quote signed covers the whole quote: DocuSign completion, HubSpot's built-in eSign completion, or Mark as accepted. Recipient signed is the per-person step along the way.

Buyer engagement events

These fire from the published quote page when someone views, downloads, or prints it — usually the buyer, but anyone with the link can trigger them.

Event	When it fires	What the card shows
Quote viewed	The published quote page is opened	Quote [title] was viewed.
Quote downloaded	The quote PDF is downloaded from that page	Quote [title] was downloaded.
Quote printed	The quote is printed from that page	Quote [title] was printed.

Quote email events

Quote emails require an Enterprise plan.

When a quote email sends successfully from the rep's Gmail or Microsoft mailbox, Quotivity records it on the deal. The event includes the recipients, the sender, whether it went through Google or Microsoft, the subject, and whether the PDF was attached.

Tips

Filter the deal timeline by "Quotivity" when you're reconstructing a quote's history and HubSpot's other activity is in the way.
Missing an event you expected? Confirm the quote is associated with that deal, that the feature actually ran (approval, validation, e-signature, quote email), and that you're on the plan that includes it.
Buyer view, download, and print events only fire from the published quote page — not from opening the quote in Quote Builder or HubSpot.