WoodsPortal vs Quotivity

WoodsPortal lets you build secure, custom-branded customer portals, partner portals, dealer portals, and member portals directly within HubSpot CMS pages.Give external users controlled access to the HubSpot data relevant to them. They can view and update CRM records, upload files, leave notes, and interact with standard or custom objects.Access is role-based, association-aware, and works with HubSpot workflows. HubSpot remains your system of record, with no CRM duplication or sync delays.Here’s what you can build:Custom-branded UI – Designed in HubSpot’s native CMS EditorMulti-object support – Share any object (standard or custom) via association labelsTwo-way notes – Internal notes show up in the portal; customer notes sync directly to HubSpotFile uploads – Files appear inside records via a UI extension, stored in HubSpot File ManagerWorkflow-ready – Use native workflows to automate folder creation, file handling, and accessCustomer actions – Let clients create records, edit properties, and self-serve without riskWoodsPortal is flexible enough to power advanced use cases like partner portals, delivery hubs, and field operations management systems — all built directly on top of your HubSpot CRM.

When HubSpot quoting isn't enoughFor companies with complex products, quoting can become a free-for-all: reps going rogue with discounts, price books living across multiple spreadsheets on somebody's desktop, and more.Quotivity is a HubSpot-native CPQ built specifically to handle complex product configuration and quoting.In addition to an easy, no-code quote template designer that will have your quotes looking clean and professional every time, Quotivity has streamlined approval workflows, advanced pricing logic, product configuration, and discount governance.It's built natively on HubSpot, which means your data, workflows, and reporting stay connected without integration work.Quotivity customers have cut quote creation time by 50-80% and shrunk deal timelines by 70%.Feature DescriptionsFlexible ApprovalsRoute quotes to the right approver based on deal size, discount depth, or product type. Standard quotes move without interruption. Exceptions route automatically. No manual follow-up, no chasing. Multi-stage and parallel workflows supported.Rapid Quote BuilderBuild quotes inside the deal record without leaving HubSpot. Pricing updates in real time as reps configure. No external tools, no version confusion, no cleanup after the quote goes out.Quote Rules EngineSet conditions that trigger discounts, approvals, required line items, or product recommendations based on your pricing logic. Rules run automatically so every quote is built to policy. No manual calculations, no rep judgment calls, no exceptions that slip through without a paper trail.Price BooksMaintain separate pricing for different customer types, regions, product lines, or contract tiers — all inside HubSpot. The right price book applies automatically when a rep builds a quote. One place to update pricing, and it's live everywhere.Manage Any Pricing ModelTiered pricing, volume discounts, formula-based calculations, edge cases. Whatever your pricing model, Quotivity handles it inside HubSpot. The spreadsheet that only one person fully understands can finally be retired.Product Configuration and BundlingBuild configurable products, bundles, and add-on paths without creating hundreds of near-duplicate SKUs. Reps select what applies; only valid configurations are available to quote.Discount Controls and Margin TrackingSet discount thresholds. Block quotes that violate pricing policy. See margin at the line-item level. Approvals route automatically to the right person based on deal size or discount depth.Who Quotivity is best forQuotivity is built for companies whose quoting complexity has outgrown native HubSpot tools — most often manufacturers, industrial equipment companies, and professional services businesses with configurable products, regulated pricing, or multi-stakeholder approvals.If your reps are still pricing in Excel, if discounts happen without visibility, or if your pricing knowledge lives in one person's head, Quotivity handles the complexity HubSpot wasn't designed for.Faster quotes. Higher accuracy. Protected margins. Get a demo today.