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What HubSpot licenses do Quotivity customers need?

Quotivity HubSpot licensing guide explaining required Hub licenses for quotes and templates.

What HubSpot Licenses Do I Need to Use Quotivity?

Quotivity is built as a natural extension of HubSpot, so it follows HubSpot’s own licensing structure. No matter the way in which you use Quote Templates, all customers need to have the following:

  • Sales Hub Professional or
  • Sales Hub Enterprise

Which Quote Templates do your use?

Quotivity Templates (Recommended)

Starting March 2026, Quotivity includes Quotivity Templates that lets you design rich, branded quote templates powered by Quotivity’s technology and HubSpot’s CMS. Because these templates are delivered as HubSpot CMS landing pages, there is an extra requirement:

  • Your HubSpot account must also include Content Hub Starter (or higher).
  • This is in addition to having Sales Hub Pro or Enterprise.

Legacy HubSpot Quote Templates

If your team is using HubSpot’s legacy quote templates, you’re in good shape:

  • You only need Sales Hub Pro or Enterprise.
  • No additional HubSpot products are required

Prior to March 2026, all Quotivity customers were using this method for their quote templates.  this approach is still supported and will continue to be; however, we do recommend using the new Quotivity Templates feature.

HubSpot CPQ (Commerce Hub)

If you want to take advantage of HubSpot’s newer CPQ quotes (built on Commerce Hub) together with Quotivity, there are a few extra details to know.

  • Your HubSpot account needs Commerce Hub (Starter or above).
  • Only the people who create or customize CPQ quote templates need Commerce Hub seats.
  • Sales reps who just build and send quotes using existing templates do not need Commerce Hub; they can continue with Sales Hub Pro or Enterprise only.