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Quotivity Help Center

Quotivity plans and what's included

Quotivity comes in Trial, Pro, and Enterprise plans — here's what each one unlocks and how to tell which features you have.

Overview

Section titled “Overview”

Quotivity comes in three plans: Trial, Pro, and Enterprise. Your plan determines which features appear in Quotivity Studio. This article gives you the lay of the land so you know what you have today and what an upgrade would add.

Throughout this knowledge base, articles for plan-gated features open with a callout — for example, “This feature requires an Enterprise plan.” If you see one, that feature isn’t available on lower plans.

What each plan includes

Section titled “What each plan includes”

Trial lets you explore Quotivity and set up the basics so you can see how quoting works end to end.

Pro is the full quoting toolkit. It includes:

  • Quote Rules with policy enforcement outcomes: block, notify, require approval, require e-signature, set price book, and prompt user
  • Price Books with standard pricing
  • Bundles and Collections
  • Quote Terms
  • Quotivity Templates for custom quote document layouts
  • Approvals
  • Roll-up fields
  • E-signature, with 10 signatures per licensed user per month

Enterprise includes everything in Pro, plus:

  • Quote Rules with quote automation outcomes: add line items and collections, add discounts/fees/taxes, update line items, set the template, terms, language, or sender, and swap or add bundle products
  • Require Validation Quote Rule outcome and HubSpot validation workflows
  • Volume pricing
  • Automatic sales tax
  • Calculated Pricing
  • Ramp pricing
  • Optional line items
  • Price book effective dates
  • Company-assigned price books
  • Bundle inherit-quote pricing
  • Compatibility Rules
  • Custom code modules in Quotivity Templates
  • Multiple sender companies
  • API keys
  • Custom domain
  • Quote emails — send published quotes from each rep’s Gmail or Microsoft mailbox
  • Bundle Configurator — guided bundle configuration in Quote Builder
  • Guided Selling — branching questionnaires (flows) for quote creation and building
  • E-signature, with 15 signatures per licensed user per month

How to tell what you have

Section titled “How to tell what you have”

The simplest check is the sidebar: if a feature’s page doesn’t appear in Quotivity Studio, it isn’t part of your current plan. Enterprise-only sections like Calculated Pricing, Compatibility Rules, and API Keys are the clearest signals.

the Quotivity Studio sidebar on a Pro plan next to an Enterprise plan, highlighting the Enterprise-only items

Tips

Section titled “Tips”
  • Plan packaging can change over time. Confirm the current details against your Quotivity price sheet or with your account contact before making upgrade decisions.
  • Guided Selling is included on Enterprise and Trial. Legacy Pro accounts have complimentary access through November 1, 2026. Standard Pro does not include it unless it’s enabled on the account.
  • Seat counts matter for e-signature: the monthly signature allowance is per licensed user on Pro and Enterprise, so adding users raises your pooled allowance. Trial includes 5 total signatures per month.
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