topic Re: Deal Approval Scenario in Tips, Tricks & Best Practices

Deal Approval Scenario

Stacks42 — Fri, 13 Mar 2026 20:38:57 GMT

I have a unique deal apprval scenario. I want to allow for only one single approval when a custom property is between 3-6% (Discount Amount), and require two separate approvers when the discount is above 6%. Doesn't seem like there is a way to set this up since I can only add one approval step and singular condition filters. How can I set this up?

The idea was that a manager would approve in the 3-6% range, and anything above 6% needs BOTH the manager and CEO to approve. Any ideas??

Thanks!

Re: Deal Approval Scenario

BérangèreL — Mon, 16 Mar 2026 17:23:25 GMT

Hi @Stacks42, I hope that you are well!

Thanks for reaching out to the HubSpot Community!

Here are some resources that might help you:

- Require approvals for deals
- Set up quote approvals

I'd love to put you in touch with our Top Experts: Hi @JWingate2, @danmoyle and @HubDoPete do you have suggestions to help @Stacks42, please?

Thanks so much and have a lovely day!
Bérangère

Re: Deal Approval Scenario

danmoyle — Tue, 17 Mar 2026 15:26:09 GMT

I appreciate the tag @BérangèreL and the chance to try and help @Stacks42. Honestly, this isn't a use-case I've run up against. I did a little research and it looks like it's possible, but it would likely take workflows and custom properties together, and not be a straight answer in the current UI.

So I don't want to steer anyone wrong and just copy and paste AI advice without having built this myself. But @Stacks42 if you use Breeze, Perplexity, and/or Claude AI tools, I think you can find some inspiration here. Or if anyone else tagged has done this, that's great too. Sorry I didn't have a simple solution to offer that I'm confident in!