# Create approval workflow depending on discount

**URL:** <https://community.hubspot.com/t/create-approval-workflow-depending-on-discount/14214>\
**Category:** HubSpot Ideas\
**Tags:** products-quotes\
**Created:** [May 3, 2019, 12:22pm UTC](https://community.hubspot.com/t/create-approval-workflow-depending-on-discount/14214 "2019-05-03T12:22:48Z")\
**Posts on this page:** 20\
**Page:** 1

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**Author:** ![elihermans](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/elihermans/32/2679_2.png) [@elihermans](https://community.hubspot.com/u/elihermans)\
**Post date:** [May 3, 2019, 12:22pm UTC](https://community.hubspot.com/t/create-approval-workflow-depending-on-discount/14214/1 "2019-05-03T12:22:48Z")

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Hi,

Now we can make quote approval workflow, based on the amount of the deal, for example when the deal is under a certain amount, the quotes can get automatically approved.

It would be usefull, if a discount is added to a quote, the approval workflow is started.

best regards

Eli

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**Author:** ![NoudAMT](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/noudamt/32/89259_2.png) [@NoudAMT](https://community.hubspot.com/u/NoudAMT)\
**Post date:** [April 8, 2020, 12:45pm UTC](https://community.hubspot.com/t/create-approval-workflow-depending-on-discount/14214/2 "2020-04-08T12:45:22Z")

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This would be a great addition to the quote approval workflow. I don’t need to approve quotes that use standard pricing.

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**Author:** ![JB-AMTech](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jb-amtech/32/57633_2.png) [@JB-AMTech](https://community.hubspot.com/u/JB-AMTech)\
**Post date:** [April 9, 2020, 7:37pm UTC](https://community.hubspot.com/t/create-approval-workflow-depending-on-discount/14214/3 "2020-04-09T19:37:51Z")

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This would be helpful to our business - if approval was only needed when quotes had been discounted!

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**Author:** ![Cydney](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/cydney/32/77566_2.png) [@Cydney](https://community.hubspot.com/u/Cydney)\
**Post date:** [October 29, 2020, 8:25pm UTC](https://community.hubspot.com/t/create-approval-workflow-depending-on-discount/14214/4 "2020-10-29T20:25:44Z")

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We also are looking for this functionality. Specifically on discounts within the quote. I would like to assign approvers to certain discount thresholds, so a salesperson cannot push through a quote with a significant discount without a senior member of our team reviewing first.

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**Author:** ![JForde](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jforde/32/48165_2.png) [@JForde](https://community.hubspot.com/u/JForde)\
**Post date:** [December 21, 2020, 8:39pm UTC](https://community.hubspot.com/t/create-approval-workflow-depending-on-discount/14214/5 "2020-12-21T20:39:04Z")

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Hi,

Could we even be able to roll up the total discount up to the Deal?

Thanks,

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**Author:** ![JB-AMTech](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jb-amtech/32/57633_2.png) [@JB-AMTech](https://community.hubspot.com/u/JB-AMTech)\
**Post date:** [January 5, 2021, 4:33pm UTC](https://community.hubspot.com/t/create-approval-workflow-depending-on-discount/14214/6 "2021-01-05T16:33:48Z")

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Is there an update on this?

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**Author:** ![KChelsberg](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/kchelsberg/32/31639_2.png) [@KChelsberg](https://community.hubspot.com/u/KChelsberg)\
**Post date:** [April 1, 2021, 6:00pm UTC](https://community.hubspot.com/t/create-approval-workflow-depending-on-discount/14214/7 "2021-04-01T18:00:12Z")

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I completely agree that this should be possible through a workflow scenario based on $ volume or discount %. Upvote.

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**Author:** ![LRios](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/lrios/32/31639_2.png) [@LRios](https://community.hubspot.com/u/LRios)\
**Post date:** [April 7, 2021, 5:56pm UTC](https://community.hubspot.com/t/create-approval-workflow-depending-on-discount/14214/8 "2021-04-07T17:56:26Z")

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Totally, just chatted in today about this. I don’t need or want to micromanage my reps on every quote they send out. Only if it requires a certain discount percentage or other variables.

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**Author:** ![JuanGomez0818](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/juangomez0818/32/79167_2.png) [@JuanGomez0818](https://community.hubspot.com/u/JuanGomez0818)\
**Post date:** [June 18, 2021, 1:35pm UTC](https://community.hubspot.com/t/create-approval-workflow-depending-on-discount/14214/9 "2021-06-18T13:35:39Z")

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Hi at this moment I’m activation the quotes module, but to make approvals of the quote, you need to approve each quote and this is a little upsetting because the sales representative make changes to the quote many times.

Thats why would be very helpful to send the approval notification when the quote had a percent of discount major to x number. With this change, the supervisor doesn’t waste the time and only focuses on quotes with big discounts.

Thanks.

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**Author:** ![MInvernizzi](https://avatars.discourse-cdn.com/v4/letter/m/8491ac/32.png) [@MInvernizzi](https://community.hubspot.com/u/MInvernizzi)\
**Post date:** [November 17, 2021, 4:52pm UTC](https://community.hubspot.com/t/create-approval-workflow-depending-on-discount/14214/10 "2021-11-17T16:52:52Z")

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It would be very useful for our company to be able to send approval requests to managers only for specific discounts applied from the sales rep. Is it in the roadmap? thanks.

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**Author:** ![JFinnegan](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jfinnegan/32/29572_2.png) [@JFinnegan](https://community.hubspot.com/u/JFinnegan)\
**Post date:** [January 19, 2022, 3:52pm UTC](https://community.hubspot.com/t/create-approval-workflow-depending-on-discount/14214/11 "2022-01-19T15:52:42Z")

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Hi

Is there any update to this idea. Every other property is avialble to select in a Quote based workflow with the exception of %'s.

This surely is a standard fucntionality of Quote Workflows. I don’t see the value in paying extra for this fucntionality to be unlocked without it?

How do you manage this in Hubspot?

Look forward to hearing your suggestions

Thanks

Jo

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**Author:** ![EKraaijenzank](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/ekraaijenzank/32/55374_2.png) [@EKraaijenzank](https://community.hubspot.com/u/EKraaijenzank)\
**Post date:** [January 31, 2022, 3:05pm UTC](https://community.hubspot.com/t/create-approval-workflow-depending-on-discount/14214/12 "2022-01-31T15:05:43Z")

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We would be very interested in this feature as well.

In addition, if we could specify who should approve the quote and discount, based on the deal type that would be awesome.

As different deal types with discounts reflect different departments/budgets in our company.

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**Author:** ![BFuller](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/bfuller/32/34830_2.png) [@BFuller](https://community.hubspot.com/u/BFuller)\
**Post date:** [May 3, 2022, 6:46pm UTC](https://community.hubspot.com/t/create-approval-workflow-depending-on-discount/14214/13 "2022-05-03T18:46:22Z")

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This is a huge roadblock for us.

I can navigate the workflows and use if/then on approval permissions. The main issue is that we can’t do a line item based action on a quote based workflow. If we could, I could easily apply logic on the “unit price” and “net price” product properties.

Otherwise, if there is a “discount” calculation that I could copy to a deal property. But there really isn;t any logic around discounts other than complex reports. And reports don’t do anythong for workflows.

Having searched every avenue for this, we really should be able to have a process for approvals based on discounts

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<div class="post-metadata">

**Author:** ![MParry8](https://avatars.discourse-cdn.com/v4/letter/m/f14d63/32.png) [@MParry8](https://community.hubspot.com/u/MParry8)\
**Post date:** [May 19, 2022, 4:32pm UTC](https://community.hubspot.com/t/create-approval-workflow-depending-on-discount/14214/14 "2022-05-19T16:32:57Z")

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3 years in the making and still no update to this? Approval process is basically useless without it.

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**Author:** ![Ahmed\_Hassan](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/ahmed_hassan/32/44503_2.png) [@Ahmed\_Hassan](https://community.hubspot.com/u/Ahmed_Hassan)\
**Post date:** [May 24, 2022, 3:20pm UTC](https://community.hubspot.com/t/create-approval-workflow-depending-on-discount/14214/15 "2022-05-24T15:20:35Z")

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Hello HubSpot Team, any updates on this?

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<div class="post-metadata">

**Author:** ![CWoodforth](https://avatars.discourse-cdn.com/v4/letter/c/c57346/32.png) [@CWoodforth](https://community.hubspot.com/u/CWoodforth)\
**Post date:** [June 20, 2022, 10:43pm UTC](https://community.hubspot.com/t/create-approval-workflow-depending-on-discount/14214/16 "2022-06-20T22:43:35Z")

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This is a very logical idea, which can help us and make the quote approvals feature useful without creating unnecessary roadblocks for our sales team.

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**Author:** ![CEspinosa38](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/cespinosa38/32/195855_2.png) [@CEspinosa38](https://community.hubspot.com/u/CEspinosa38)\
**Post date:** [February 23, 2023, 9:50pm UTC](https://community.hubspot.com/t/create-approval-workflow-depending-on-discount/14214/17 "2023-02-23T21:50:52Z")

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No news on this? we really need it.

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**Author:** ![DMeahl](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/dmeahl/32/195364_2.png) [@DMeahl](https://community.hubspot.com/u/DMeahl)\
**Post date:** [June 1, 2023, 1:18pm UTC](https://community.hubspot.com/t/create-approval-workflow-depending-on-discount/14214/18 "2023-06-01T13:18:15Z")

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This functionality is vital in streamlining out quoting process.

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**Author:** ![aromo2](https://avatars.discourse-cdn.com/v4/letter/a/54ee81/32.png) [@aromo2](https://community.hubspot.com/u/aromo2)\
**Post date:** [June 7, 2023, 3:39pm UTC](https://community.hubspot.com/t/create-approval-workflow-depending-on-discount/14214/19 "2023-06-07T15:39:46Z")

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This is a serious roadblock to the quoting tool, and a feature that’s available in other platforms like salesforce. Hoping this will get prioritized ASAP. The quoting tool as it stands today is mainly useful for SMB’s, but for any medium or enterprise level companies it can’t work without creating inefficiency.

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**Author:** ![AMcKee](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/amckee/32/35926_2.png) [@AMcKee](https://community.hubspot.com/u/AMcKee)\
**Post date:** [August 6, 2023, 10:22pm UTC](https://community.hubspot.com/t/create-approval-workflow-depending-on-discount/14214/20 "2023-08-06T22:22:11Z")

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Has there been any progress on this request? Its a basic function of quotes and needs adding asap.

[Next page](https://community.hubspot.com/t/create-approval-workflow-depending-on-discount/14214.md?page=2)
