Custom Quotes Based On Employee Grades

Smart CRM & Sales Hub CRM
1

Hi All,
I had a question regarding customizing the deal setup based on employee grades. Not really worried about the template at this stage but a more basic of adding products while creating a deal

Background - We offer services to businesses that enables employees of that business to use our various services (Virtual Coaching, In-person coaching etc.) Typically the services business offers a VP are very different from services a Manager can enjoy. So when the business signs on, we would need to create a quotation based on the various levels/grades in the business.

Therefore our deals are structured in a way that we have 3 columns 1st is the designation, 2nd is the services offered to that designation and 3rd is the price for those services for that.

I have added all my services under the products section but is there a way to create a single deal with multiple levels based on the hierarchy of my client?

Any help of work around would be appreciated

Thanks
CP

2

Hi @CP7,

Thanks for reaching out to the Community!

I wanted to tag in a couple of subject matter experts to see if they have any input on this matter:
Hi @himanshurauthan, @Lucila-Andimol, @james-portant - Do you have any insight on the deal structure setup for @CP7?
Thank you!

Best,

Kristen

3

Hey @CP7,
I think a good solution for this could be using an app called Line Pilot: HubSpot Marketplace

Line Pilot can automate the addition of line itesm based on valuse withing the deal. I will message the creator, Harry, to provide some more details if needed.

Please give me a shout if this isn’t quite right.
Cheers,
James - CEO @ Portant

Portant App for HubSpot: https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/portant-hubspot-google-docs-in…