Discount Property at Quote Object

HubSpot Ideas

Status: Idea Submitted

1

Background

Currently, HubSpot’s Discount Percentage property is available at the Line item object, which is limited in scope, applying only to unit discounts in percentage terms. This restriction can make it challenging for businesses to manage other common discount types applied during sales, such as line-item discounts given in currency amounts or overall quote-level discounts.

Idea Proposal

Introduce a new default property called “Discount” that comprehensively tracks all discount types on quote object and pass the same data into Deal object.

Desired Features:

  • Universal Discount Capture:

    • Easy to find overall Quote discount.
    • Support for line item discounts in percentage (%).
    • Support for line item discounts as absolute currency values.
    • Support for total quote discounts, both as percentage and as currency.

  • Aggregate Calculation:

    • Automatically calculate the combined effect of all discounts applied at the quote, regardless of how discount applied.
    • Reflect total discount in currency for holistic reporting. If HubSpot can make another Discount % for holistic reporting too, that would be very helpful.

  • Flexible Reporting:

    • Allow users to filter and report deals based on any type of discount.
    • Make it easy to analyze the impact of various discounting strategies.

  • Consistent Availability:

    • Make the new “Discount” property available across Quote and deal objects where current discount fields are found.

Example Use Cases

  • Sales teams can quickly see the true discount on a quote, regardless of how it’s structured.
  • Finance teams can audit discount strategies by analyzing totals across all methods.
  • CRM team can easy to create a list for deals with discount or quotes with discount for approval process and reporting.

Benefits

  • Comprehensive Tracking: No more blind spots with mixed discount types.
  • Better Insights: Holistic reporting supports stronger sales decision-making and fast discount approval process.
  • Improved Usability: Users can work with discounts natively, without the need for custom fields or tedious calculations.

This idea aims to give HubSpot users a single, reliable source for understanding all discounts as they actually occur within their sales processes.