Transformative Configure, Price & Quote Tool

We are a design and engineering firm founded in 2004. Every project has a custom proposal and our workflow to achieve that was terrible compared to what we now do with Quotivity. Prior to Quotivity our proposal/contract workflow required the following: 1. Editing of fee worksheet by as many as 3 Managers (Design Team, Structural Team, and MEP Team). 2. Review of fee worksheet by the President/CEO. 3. Editing of proposal/contract by Admin Assistant. 4. Review of proposal/contract by Office Manager. 5. PDF and email proposal/contract by Office Manager. 6. Occasional DocuSign proposal/contract by Office Manager. If the prospective client asked for changes, then the whole process repeated. The process was time consuming and prone to errors between the worksheet and the proposal/agreement. It was also easy to leave money on the table by forgetting to add something and sometimes proposals would be a little inconsistent between similar projects (problematic if they were with the same client). With Quotivity, the workflow is down to just one person. The President/CEO simply checks boxes and makes a few dropdown selections to build the most accurate proposal/agreement in a few minutes. All clients receive a very descriptive proposal that they can accept via DocuSign immediately, which has reduced friction for them. Changes are very easy and it takes just one click to launch the proposal with the DocuSign acknowledgement. Quotivity has completely transformed our process, saving us hours every week.

1. Quotivity organizes our approximately 2,000 SKUs of professional services into much more manageable configurations. 2. Quotivity's collections, bundles, and options have transformed our quotes into a simple checklist - ensuring that we don't forget anything. This also makes us more profitable. 3. The higher level of detail in our Quotivity proposals/contracts has forced healthy scope of services discussions with clients, ensuring that both parties are in total agreement before they sign. 4. Quotivity is saving us a tremendous amount of time and internal coordination. Our process went from as many as 6 people down to 1. Simple proposals that required 30 minutes are down to 3 minutes. Complex proposals that required 90 minutes or longer are down to 10-15 minutes. 5. Quotivity is one of the most critical integrations in our HubSpot ecosystem. We use it every day but it requires very little time. Importantly, HubSpot leverages the quotes to create Tickets, Tasks, Invoices, etc. Now we can't work without it!

Honestly, none. Quotivity has been transformative for our business! I had a vision of how I wanted to do our proposals/contracts. I described my vision to Tim and Ashley at Eternal Works and they recommended the Quotivity platform to solve the challenge. There is nothing else like it.

Cost effective HubSpot CPQ HubSpot (Excellent value for the investment)

We're still in the implementation phase, but the experience has been very positive so far. The platform has given us a much more structured and automated quoting process within HubSpot. We've been able to configure our product bundles, automate quote emails and deal stage updates, and build a process that will be much easier for our sales team to use. Once we're fully rolled out, we expect it to save time, reduce manual work, and create a more consistent quoting experience.

Native HubSpot integration, the flexibility to configure the platform around our business, and the ability to automate key parts of our quoting process. We were able to build product bundles, generate quote emails, and automate deal stage updates. The team has also been a major advantage: responsive and easy to work with throughout onboarding.

we're still in the implementation phase but we haven't run into any major drawbacks. One wish list item would be an official channel for visibility into what features are being worked on and/or have been introduced.