We want our deals to automatically update to use the Total Contract Quote (TCV) when a quote with terms is created. I noticed in the api there is a property called hs_quote_total_preference:
hs_quote_total_preference: set based on your account settings. If you haven’t configured this setting, it will default to the value of the total_first_payment field.
The issue is that I cannot see how this can be edited when creating a quote. Also I thought there might be a global setting somewhere but I cannot find this either. Hubspot support didn’t know either.
I tried editing the quote via a PATCH request and it worked. I set hs_quote_total_preference to TCV and then quried hs_quote_amount and it was the correct amount. The issue is that once I published the quote, something internally on HS’s end flipped it back to TOTAL_FIRST_PAYMENT.
Any ideas on how we can have our deals update to use the TCV for a quote rather that the 1-month + one-time costs?
Here’s why I am curious, based on the description you added mentioning doing something in settings, and the knowledge base article I can find for TCV, TFP, etc., is here — Set a default deal amount
My gut says the possibly meandering, logic path here might be — Quotes are part of Deals, and therefore the system assumes the preference for Default deal amount in Quote templates.
Thank you for the additional information! — Jaycee
Amazing! I had a feeling it was going to be something like this. I’m going to submit an update to the dev doc to link to the specific knowledge base article. As this part is a bit vague for my tastes — “based on your account settings”. Yes, but which settings?…
Have a great rest of your week, @nickgi Have fun building! — Jaycee
Thanks for reaching out. I am happy to do a bit more digging for us.
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Have fun building! — Jaycee