A client of mine has around 500 product items. Some of the clients get a reduced price for these but the sales reps have to refer to a seperate price list when adding deals and quotes to HubSpot.
Is there a better way?
For example could you link a set discount to customer A so that when a sales rep raises a quote it will automatically apply said discount?
Hi @adamlfoster
Thank you for reaching out.
I want to tag some of our experts here @ChrisoKlepke @Olivia_Bagnall do you have any thought for @adamlfoster on this ?
Thank you!
Best
Tiphaine
Sadly no response so can only assume this hasn’t come up with other clients.
I’ll try to explain myself better.
Lets say you work with 100 different companies and you offer different discounts to different customers. If there was a company property field called ‘Discount’ so that when a quote was given to them it would always apply this discount to them on all line items.
This would save the sales guys valuable time in looking up what discount they need to apply to each and every customer.
Cool right? But is it possible?
I’m asking the same question as above, what was the outcome?
Hey @CVaughan92 - thanks for posting in the Community!
While it doesn’t appear that there was ever a resolve provided for @adamlfoster’s initial inquiry, I wonder if there’s some value in considering custom properties for this use case. This would allow sales reps to identify a specific discount point, for example, associated with any deal-based data. Would this work for you and your team?
Shane, Senior Community Moderator