Can I calculate price based on number of persons for a deal

Smart CRM & Sales Hub CRM
1

Hi,

I want to sell services (ecommerce/products) and connect this to a deal.

The price should be calculated based on the number of individuals who are inside a deal. Example: a couple of 2 persons want to buy service 1,2 and 3. Each service has a price. This price doubles for each person who is added to the deal.

Is something like this possible?

Thanks a lot for your support.

Sebastian

2

Hi @sebastianhoeing! Thank you for your post and welcome to the Community!

I understand you want services to vary in price depending on how many people are already associated with the deal, right? This may require a manual process, but let’s see what some of our experts think!

Hey @Shadab_Khan, @beeginman, @Bryantworks can any of you provide some insight into how you might manage this type of system with Deals? Thanks!

Best,
Kennedy

3

Hi @sebastianhoeing,

Yes, this can be achieved with a calculation property and a workflow. Create calculation and rollup properties

The calculation property would look something like this, where the base price is currently set to 10 and you would adjust it to whatever it actually is:

karstenkoehler_0-1728447123824.png
karstenkoehler_0-1728447123824.png999×1027 78.3 KB

Once this property is saved, you can use a deal-based workflow to…

  1. Enroll records “When filter criteria is met” > “[new property] is known”
  2. Enable re-enrollment for “[new property] is known”
  3. Use the “Copy property value” workflow action to copy the value from [new property] to Deal amount

Let me know if you have any follow-up questions!

4

Hallo Karsten,

thanks for your solution. I think I found an easier implementation, just did not see it:
I can change the quantity of a line item in the deal, so it calculates the price per #item.

Thanks a lot!