Status: Idea Submitted
We don’t have a standard price for the services we sell so we need the Reps to enter this each time.
On the Create Deal form, they can select the line items but can’t set the price.
It isn’t a great flow to then save the deal and edit the deal to set the price.
Also, it isn’t clear to the Reps that by selecting the lines (which have a list price of $0) will reset the Deal Amount to $0 from what they entered.
Hi @SJackson29
Is this a B2B situation, where each customer gets a specific price and/or discount on each product or category of products each time they buy?
If so, we wrote the “DoPricer” app to make HubSpot do automatic line item custom prices and/or discounts based on associated Company settings.
If it is ad-hoc sales for a new customer every time, how does the sales rep determine what the price should be?
This can be automated if the correct price can be pulled from another property or location.
best
Pete