Skip to content
Quotivity Help Center

Requiring validation

Use the Require Validation outcome to pause a quote for an external check — like calculating shipping or taxes — before approval or publish.

This feature requires an Enterprise plan.

Overview

Section titled “Overview”

The Require Validation outcome holds a quote until an external validation process finishes. When a matching rule fires, the rep submits for validation instead of publishing. Quotivity marks the quote Validation Pending and sets a Validation Operation (for example, Calculate Shipping or Calculate Taxes). Your HubSpot validation workflow — or the specific validation process it runs — is responsible for setting Quotivity Validation Status to Validation Complete when the work is done, then calling Quotivity’s Submit Quote action to continue. Quotivity does not flip that status to complete for you.

Use this when something outside Quote Builder must finish before the quote can move on: shipping rates, tax calculation, credit checks, or any custom check you run in HubSpot.

This article covers the Quote Rule outcome. For the HubSpot workflow side, see Setting up validation workflows.

Options

Section titled “Options”

When you choose Require Validation, configure:

  • Message: explain to the rep why the quote needs validation.
  • Button label: the primary action label in Quote Builder. Defaults to Submit for Validation.
  • Validation operation: the named operation workflows enroll on — for example, Calculate Shipping or Calculate Taxes. You can pick an existing operation or create a new one.

Write conditions that stop after completion

Section titled “Write conditions that stop after completion”

Validation only works cleanly when the rule that starts it stops matching once the work is done.

Include a completion signal in the rule’s conditions — for example, “Shipping Applied is not true” or “Taxes Applied is unknown.” Your validation workflow should set that property when it finishes. After Submit Quote re-evaluates rules, the completed validation rule no longer matches, so Quotivity can move on to the next validation (if any), approval, or publish.

If the conditions still match after validation completes, the quote can loop back into the same validation indefinitely.

Steps

Section titled “Steps”
  1. Create a Quote Rule and set the conditions that should require validation — including the completion-signal condition above. See Creating a Quote Rule and Setting rule conditions.
  2. Choose the Require Validation outcome. Select Require Validation as the rule’s outcome.
  3. Write the message and button label. Tell the rep what’s happening, and optionally customize the button text they click to submit.
  4. Choose or create a Validation Operation. Pick the operation name your HubSpot workflow will filter on. Use a distinct operation per validation process (shipping, taxes, and so on).
  5. Set it active and save. Matching quotes now require the rep to submit for validation. Pair the rule with a HubSpot workflow for that same operation — see Setting up validation workflows (includes example Calculate Shipping and Calculate Taxes workflow diagrams).

What happens when a quote needs validation

Section titled “What happens when a quote needs validation”

Once a rule requires validation, the quote follows this path:

  1. The rep submits for validation. Quote Builder shows your button label (default Submit for Validation). The quote enters validation and the rep can briefly Recall and Edit before HubSpot workflows start.
  2. Quotivity writes status to HubSpot. It sets Quotivity Validation Status to Validation Pending and Quotivity Validation Operation to the operation from the rule.
  3. Your workflow runs for that operation — does the check or calculation and sets any completion properties. When that work finishes, the workflow (or the validation process itself) must set Quotivity Validation Status to Validation Complete, then call Submit Quote.
  4. Submit Quote re-evaluates rules. If another validation rule still matches, Quotivity starts that next operation. If an approval rule matches, the quote goes to Pending approval. Otherwise, the quote publishes.

Every submission and successful completion is recorded on the quote’s history and as a card on the HubSpot deal timeline. A failure notifies the quote owner by email and clears the pending status so the rep can fix the quote and resubmit. See Quotivity events on the HubSpot timeline.

Example

Section titled “Example”

To calculate shipping before a quote can publish: condition on quotes that need shipping and Shipping Applied is not true. Choose Require Validation, set the operation to Calculate Shipping, and save. In HubSpot, build a quote-based workflow that enrolls when Quotivity Validation Status changes to Validation Pending and Quotivity Validation Operation is Calculate Shipping. Put your shipping calculation in a custom-coded or third-party action, set Quotivity Validation Status to Validation Complete, then run Submit Quote. If your portal does not support quote-based workflows, enroll from the validationSubmitted app event filtered to that operation instead. See Setting up validation workflows.

Tips

Section titled “Tips”
  • Give each validation process its own Quote Rule, Validation Operation, and HubSpot workflow. Don’t try to cover shipping and taxes in one rule or one workflow.
  • Name operations so workflow authors can filter on them at a glance.
  • Pair every Require Validation rule with a HubSpot workflow before you turn the rule on — otherwise quotes will wait in Validation Pending with nothing to finish them.
  • Make sure that workflow (or the process it calls) sets Quotivity Validation Status to Validation Complete when it’s done. Until that happens, Submit Quote will not continue.
Section titled “Related articles”