Quotivity Properties Reference

Overview

Quotivity creates 43 total properties across multiple HubSpot objects:

• 38 standard properties (always created)
• 5 conditional properties (based on feature flags such as tax calculation)

These properties are grouped by object:

• Quote Properties
• Product Properties
• Line Item Properties
• Deal Properties
• Company Properties

Quote Properties

These properties store quote-level calculations, workflow state, and metadata.

Approval & Workflow

• Quotivity Approval Queue (quote_hapily_approval_queue)
  Determines which approval queue the quote is routed through.
• Quotivity Validation Date (quote_hapily_validation_date)
  Timestamp of the last validation run by Quotivity.
• Created by Quotivity (quote_hapily_created_by_quote_hapily)
  Indicates whether the quote was generated by Quotivity.
• Finalization Token (quote_hapily_finalization_token)
  Internal token used to securely finalize quotes.

Financial Metrics

• Gross Margin (quote_hapily_quote_margin_amount)
  Total margin amount across the quote.
• Margin Percentage (quote_hapily_quote_margin_percentage)
  Margin expressed as a percentage of revenue.
• Total Contract Value (TCV) (quote_hapily_total_contract_value)
  Total value of the contract over its lifetime.
• Annual Contract Value (ACV) (quote_hapily_annual_contract_value)
  Yearly normalized contract value.
• Annual Recurring Revenue (ARR) (quote_hapily_annual_recurring_revenue)
  Recurring revenue normalized annually.
• Monthly Recurring Revenue (MRR) (quote_hapily_monthly_recurring_revenue)
  Recurring revenue calculated monthly.
• Sales Tax Amount (quote_hapily_sales_tax_amount)
  Total tax applied to the quote.

Configuration & Metadata

• Expiration Period Option (expiration_period_option)
  Controls how long the quote remains valid.
• E-Signature Status (quotivity_esign_status)
  Tracks the status of e-signature (e.g., pending, completed).
• Price Book (hapily_price_book)
  Identifies which pricing catalog was used.
• Attached File URLs (quote_hapily_attached_file_urls)
  Stores links to files attached to the quote.
• Quotivity Template ID (quotivity_template_id)
  Identifier for the template used to generate the quote.
• Form Data (quote_hapily_form_data)
  Serialized data captured from quote configuration forms.

Product Properties

These properties apply to products and support pricing logic, bundles, and configuration.

Pricing & Margin

• List Price (quote_hapily_list_price)
  Base price of the product before adjustments.
• Margin Percentage (quote_hapily_margin_percentage)
  Margin applied at the product level.

Price Books & Variants

• Price Books (hapily_price_books)
  Defines which price books the product belongs to.
• Product Variant Template (quote_hapily_product_variant_template)
  Template defining available product variants.
• Selected Product Variant (quote_hapily_selected_product_variant)
  The chosen variant for this product instance.

Bundling

• Bundle Header Line Item ID (quote_hapily_bundle_header_line_item_id)
  Links bundle components to their parent line item.
• Quotivity Bundle ID (quote_hapily_bundle_id)
  Unique identifier for the bundle.
• Quotivity Bundle Option ID (quote_hapily_bundle_option_id)
  Identifier for a bundle option.
• Quotivity Bundle Option Name (quote_hapily_bundle_option_name)
  Human-readable name of the bundle option.
• Included Products Subtotal (quote_hapily_bundles_included_products_subtotal)
  Subtotal of included bundle items.
• Add-on Products Subtotal (quote_hapily_bundles_addon_products_subtotal)
  Subtotal of optional add-on items.
• Bundle Net Price (quote_hapily_bundle_net_price)
  Final calculated price of the bundle.
• Bundle Base Quantity (quote_hapily_base_quantity)
  Base quantity applied to bundle pricing.

Product Configuration

• Optional? (quote_hapily_is_optional) (feature-flagged)
  Indicates whether the product is optional in the quote.
• Product Features (quote_hapily_product_features)
  HTML-formatted feature descriptions displayed in quotes.

Tax (Conditional)

• Product Tax Code (quote_hapily_product_tax_code) (requires tax feature)
  Determines tax classification for the product.

Product Properties – Tax (Conditional)

Created only when automatic tax calculation is enabled.

• Sales Tax Rate (quote_hapily_sales_tax_rate)
  Applied tax rate for the product.
• Sales Tax Amount (quote_hapily_sales_tax_amount)
  Calculated tax amount for the product.

Line Item Properties

These properties support pricing calculations at the line item level.

• Absolute Discount Amount (quotivity_absolute_discount_amount)
  Calculated fixed discount applied to the line item.
• Absolute Discount Percentage (quotivity_absolute_discount_percentage)
  Discount expressed as a percentage.
• Calculated Unit Price (quotivity_calculated_unit_price)
  Final computed unit price after discounts and adjustments.

Deal Properties

These properties support approval workflows tied to deals.

• Current Quote Approver(s) (quote_hapily_current_approvers)
  Lists users currently responsible for approving the quote.
• Last Approval Request Reason (quotivity_approval_request_reason)
  Captures the reason for the most recent approval request.
• Date Quote Submitted for Approval (quote_hapily_date_submitted)
  Timestamp when the quote entered the approval process.
• Date Quote Approved (quote_hapily_date_approved)
  Timestamp when approval was completed.

Company Properties (Conditional)

Created only when tax features are enabled.

• Tax Exemption Type (quote_hapily_tax_exemption_type)
  Indicates whether the company is exempt from certain taxes.

Property Groups

Quotivity also creates the following property groups for organization:

• Deal: Quote Approval Information (quoteapprovalinformation)
• Product: Tax Information (conditional) (taxinformation)

Notes

• Property names are prefixed with quote_hapily_ or quotivity_ for consistency and namespace safety.
• Conditional properties depend on feature flags such as tax calculation (enable_auto_tax_calculations).
• Many properties are system-managed and should not be manually edited unless explicitly documented.